2 1 Shi Ji Jing Ji Bao Dao·2026-01-16 02:03Core Insights - Alibaba's Qianwen App has launched over 400 service functions, marking its transition from a "chat dialogue" to an "AI service era" [1] - The rise of AI is leading to a shift from an "app-centric" to a "user-intent-centric" model, where users express needs naturally and AI agents handle task execution [3][4] - The transition to an intelligent economy is changing competitive logic from product and service-based competition to "AI+" ecosystem competition [7][8] Group 1: AI Integration and Functionality - Qianwen App integrates with Alibaba's ecosystem, enabling AI-driven functionalities like food delivery, shopping, and travel bookings, and is currently in user testing [2] - The AI capabilities of Qianwen App are expected to enhance user efficiency and optimize resource allocation in the digital economy [4] Group 2: Market Predictions and Expert Opinions - Experts predict that traditional apps may become background resources, with AI agents taking over user interactions, leading to a fundamental change in human-computer interaction [3][4] - The introduction of AI agents could potentially double the effective flow of digital services without increasing the population, addressing the flow bottleneck in the digital economy [4] Group 3: Competitive Landscape Changes - The competitive landscape is shifting towards AI-driven strategies, where companies must embed AI technologies into their operations to gain an edge [7][8] - Not all apps will retreat to the background, but those that do not integrate with leading AI agents may face visibility challenges and risk being outcompeted [8][9] Group 4: Business Model Innovations - The emergence of AI agents is expected to lead to disruptive business model innovations, allowing for flexible service combinations tailored to individual user preferences [9] - The marketing paradigm is shifting from "traffic purchase" to "intent purchase," enabling brands to target specific user intentions with unprecedented precision [9]