周鸿祎：美团淘宝可能要连夜开会应对“豆包手机”

Core Viewpoint - The emergence of the AI assistant "Doubao" is set to disrupt the mobile operating system landscape, potentially undermining the business models of major internet companies by allowing users to complete tasks without opening their apps [1][2]. Group 1: Impact on Internet Giants - The AI assistant can bypass the need for users to engage with apps, which may lead to a collapse of traditional metrics like user engagement and advertising revenue for companies like Alibaba and Meituan [1]. - Major internet companies may respond with defensive strategies, such as altering app structures to complicate AI interactions or implementing measures to restrict third-party AI access [1][2]. Group 2: Mobile Manufacturers' Response - Mobile manufacturers like Xiaomi and Huawei hold system permissions that allow them to control the operation of AI assistants, potentially limiting the functionality of Doubao or introducing their own competing assistants [2]. Group 3: User Concerns and Reactions - Users express concerns about privacy and the risks of relying entirely on AI for mobile operations, highlighting the need for boundaries in AI usage [4]. - There is skepticism regarding the effectiveness of traditional apps in retaining user engagement in the face of AI advancements [4].