从“卖软件”到“卖结果”，钉钉彻底变了

Core Viewpoint - DingTalk has officially launched Agent OS, claiming it to be the world's first AI-driven work intelligence operating system, marking a strategic shift from a mobile internet collaboration tool to an AI infrastructure [1][3] Group 1: Product Features and Innovations - The core of Agent OS is designed to run and collaborate multiple AI agents, addressing three major pain points in enterprise AI implementation: data security, model execution reliability, and commercial delivery [3] - DingTalk ONE serves as a new interactive entry point for human-AI collaboration, integrating information from various sources and proactively pushing important tasks to users [4] - DingTalk Real is an enterprise-grade AI hardware designed to ensure data security and controllability through physical isolation and emergency mechanisms [4] - AI Search Engine enables enterprises to securely access data across various formats, while "Wukong" acts as a general task processing agent capable of understanding complex instructions and executing tasks [4] - DEAP is a platform that supports enterprises in developing, deploying, and managing custom AI agents, providing comprehensive support from data labeling to billing [4] Group 2: Business Model Transformation - DingTalk is shifting from a traditional SaaS model based on user accounts to a "pay-per-result" model, aiming to directly address enterprise pain points and quantify value [5] - Demonstrated agents like the "Order Agent" can significantly reduce order processing time from 1.4 hours to under 1 minute, showcasing the potential for efficiency gains [5][8] - The "AI Travel" feature can complete itinerary planning and price comparisons in one minute, helping companies reduce travel costs by an average of 15% [8] - DingTalk emphasizes that the commercial delivery accuracy of agents must reach over 90%, linking its value directly to enterprise outcomes [8] Group 3: Strategic Shift and Market Positioning - DingTalk's new strategy reflects a shift from providing tools to co-creating industry solutions with enterprises, focusing on specific sectors like manufacturing, retail, and healthcare [8] - The company has announced an open AI ecosystem, collaborating with major model providers while facing challenges in balancing its ecosystem with external partnerships [8][9] - The transformation occurs amid intense competition from domestic players like ByteDance's Feishu and Tencent's WeChat Work, as well as international giants like Microsoft and Google [9] Group 4: Future Outlook - The new version, named "Mulan," symbolizes a fresh start, with the CEO acknowledging that many AI products are still in their early stages [10] - The success of DingTalk's ambitious vision will depend on its ability to convert this blueprint into widely accepted solutions and establish a sustainable business model [10]