3 6 Ke·2025-11-20 01:52Core Viewpoint - Alibaba has officially launched the public beta of the Qianwen App, aiming to compete directly with ChatGPT and establish itself as a future AI life gateway. This app is an upgrade from the previous Tongyi app and Quark AI dialogue assistant, utilizing Alibaba's latest Qwen 3-Max model [1][6]. Group 1: Strategic Shift - The launch of Qianwen is attributed to the maturity of model capabilities and the development of the Agent ecosystem, indicating a reactive strategic shift by Alibaba in response to the rapid growth of AI products in the past two years [2][6]. - Alibaba's AI products have lagged in the consumer market, with Qianwen's predecessor, Quark, failing to gain significant traction compared to competitors like Doubao and Deepseek, which have MAUs of 172 million and 144 million respectively, while Tongyi only reached 3.05 million [2][3]. Group 2: Competitive Landscape - Qianwen aims to address the shortcomings of Quark, which was seen as a traditional search tool rather than a comprehensive AI assistant. The new app is designed to be perceived as a personal assistant or super-intelligent agent, free from historical baggage [6][12]. - The competitive landscape is shifting towards AI-driven shopping experiences, as seen with ChatGPT's instant checkout feature and Doubao's integration of e-commerce links, indicating a trend where consumer decision-making is moving from traditional search to AI dialogue [8][11]. Group 3: Advantages and Challenges - Alibaba possesses significant advantages, including technological leadership with the Qwen 3-Max model, which has over a trillion parameters, and a strong presence in various high-frequency consumer scenarios through its platforms [13][14]. - However, these advantages also come with challenges, particularly regarding consumer trust in AI-driven shopping decisions. The ability to ensure neutrality in decision-making is crucial, as consumers prioritize efficiency and trust when using AI for shopping [15][16].