“AI红包大战”不应止于热闹

Group 1 - The "AI Red Packet War" has begun among major internet companies in China, with a total amount exceeding 4.5 billion yuan allocated for red packets, reflecting the high enthusiasm and participation of Chinese society in the AI era [1] - By 2025, the penetration rate of generative AI software in China is expected to exceed 40%, with a user base reaching 602 million, representing a growth of 141.7% compared to the end of 2024 [1] - Historical instances of "Red Packet Wars" have led to the emergence of national-level applications and companies, such as Didi in the ride-hailing industry and the significant increase in mobile payment penetration due to WeChat and Alipay [2] Group 2 - The "Red Packet War" is not necessarily indicative of a prosperous era, as seen in the shared bike industry and the recent food delivery price wars, which have not met public expectations and led to negative outcomes for many companies [2] - The public's expectations for AI extend beyond red packets; businesses seek cost reduction and efficiency improvements, while citizens hope for AI to address real-life issues in areas like elderly care, education, and healthcare [3] - The sustainability of user retention and value creation will ultimately determine the success of tech companies, as subsidies will eventually decrease and user engagement will depend on the continuous value of products [3]