Bei Ke Cai Jing·2025-11-20 11:36Core Insights - Alibaba officially announced the "Qianwen" project on November 17, aiming to enter the AI to C market and disrupt the domestic AI large model application market [1] - The Qwen series models have gained global recognition for their capabilities, but the Qianwen app has not achieved a comparable user base in the ToC market [1][2] - The launch of the Qianwen app is seen as a strategic move to compete directly with ChatGPT and other leading AI applications [2][4] Market Positioning - As of October, ChatGPT had 800 million weekly active users, while Qianwen's monthly active users were only 404,480, indicating a significant gap in user engagement [2][3] - The top three AI chat applications in China are Doubao (272 million), DeepSeek (163 million), and Tencent Yuanbao (53.05 million), with Qianwen lagging far behind [2][3] - Despite the low user numbers, Alibaba's AI application Quark has maintained a steady third position in the AI application rankings, with 95.46 million monthly active users [8][11] Product Development - The Qianwen app has undergone multiple name changes, reflecting Alibaba's shifting strategy in the AI to C space over the past two years [3][4] - The app features a user-friendly interface with 14 functional options, including real-time recording and AI-assisted tasks, leveraging the capabilities of the Qwen model family [5][7] - Qwen has over 300 open-source models and has achieved over 600 million downloads, positioning itself as a leader in the open-source large model space [7] Strategic Goals - Alibaba aims to create a "super entrance" for AI in the C-end market, integrating various life scenarios such as maps, food delivery, and shopping into the Qianwen app [4][13] - The company plans to launch an international version of the Qianwen app to compete for global users, leveraging its existing model capabilities [7][14] - The Qianwen team believes that no national-level AI application has emerged in China yet, indicating potential for growth in the market [13] Challenges Ahead - The competitive landscape is dominated by Doubao, which has a substantial lead in monthly active users, posing a significant challenge for Qianwen [11][12] - Alibaba's internal data barriers across its various business lines may hinder the integration needed for Qianwen to fully leverage its ecosystem [14] - User perception of "task-oriented AI" remains at a tool level, and cultivating high-frequency usage habits for Qianwen will be a challenge [14][15]