独家 | 通义核心人才相继“叛逃”，阿里双管齐下：砸天价年薪揽才+竞业锁喉

Core Insights - Alibaba officially announced its entry into the AI to C market with the launch of the "Qianwen" project and the public beta of the Qianwen App, aiming to compete directly with ChatGPT [1][2] - The company plans to invest at least 380 billion yuan in cloud computing and AI infrastructure over the next three years, significantly increasing its investment in these areas compared to the past decade [2][4] - The Qianwen App focuses on developing a "world model" aimed at achieving artificial general intelligence (AGI), which is seen as a key competitive advantage for Alibaba in the AI sector [4][5] Investment Strategy - Alibaba's strategic shift towards the C-end market is driven by the growing demand for AI applications, with 729 million monthly active users in mobile AI applications as of September 2025 [2][4] - The investment plan includes comprehensive coverage of computing power deployment, model research, and AI cloud computing [2][4] Technological Development - The Qianwen flagship model, Qwen3-Max, ranks among the top three globally in performance, outperforming leading models like GPT-5 and Claude Opus4 in various tests [6] - The development of the "world model" aims to transform user interaction with AI, allowing it to understand, predict, and integrate into real-life scenarios [5][6] Talent Acquisition and Retention - Alibaba is aggressively recruiting top AI talent with significantly higher salaries than the market average, with some positions seeing salary increases of over 50% [25][27] - The company has implemented strict non-compete agreements to protect its technological advancements and prevent talent from moving to competitors [31][32] Competitive Landscape - The AI talent market is becoming increasingly competitive, with Alibaba being viewed as a training ground for high-end talent in the industry [25][33] - The departure of key personnel from Alibaba's AI teams has raised concerns about the pace of technological development within the company [8][19][23]