3 6 Ke·2025-11-21 02:24Core Insights - AI remains a significant narrative of the era, but current applications are not delivering the revolutionary surprises seen during the mobile internet era [1] Group 1: AI Developments by Major Companies - Tencent's President announced plans for an AI agent within WeChat to assist users with various tasks, indicating a focus on integrating AI into existing services [2] - Alibaba has initiated the "Qianwen" project, mobilizing over a hundred engineers to compete with ChatGPT, marking it as a critical battle in the AI era [2][5] - Both Tencent and Alibaba are embedding AI into their core business operations, with Tencent's AI assistant "Yuanbao" integrated across multiple applications [6][4] Group 2: AI Strategy and Integration - Alibaba's "Qianwen" aims to enhance collaboration across its business lines, integrating AI into platforms like Taobao and Alipay to improve user experience and operational efficiency [5] - Tencent's AI strategy focuses on enhancing its core applications, such as music and video services, through AI capabilities [6] - Other companies like JD and Baidu are also focusing on AI integration within their existing frameworks, with JD enhancing supply chain capabilities and Baidu embedding AI into its search functionalities [7] Group 3: Comparison with Mobile Internet Innovations - The article contrasts the current AI developments with past innovations during the mobile internet era, highlighting that major companies are primarily enhancing existing services rather than creating disruptive innovations [9][12] - Successful innovations in the mobile internet era, such as WeChat and Pinduoduo, were characterized by new business models and user engagement strategies, unlike the current AI applications which are seen as incremental improvements [10][14] - The potential for groundbreaking AI applications remains uncertain, as major companies focus on integrating AI into their existing business models rather than redefining them [15]