TENCENT(HK:00700) 36氪·2025-12-21 13:35Core Viewpoint - The article discusses the evolution of browsers into AI-driven agents, highlighting the competitive landscape among tech companies to redefine browser functionalities and establish a new entry point for users in the AI era [3][4][30]. Group 1: Evolution of Browsers - The transition from traditional browsers to AI-integrated platforms is underway, with companies like OpenAI and Tencent leading the charge [3][4]. - AI capabilities are being embedded into browsers, allowing them to not only display content but also understand and execute tasks, marking a significant shift in user interaction [8][9][12]. - The QQ browser has emerged as a frontrunner in this transformation, integrating AI functionalities deeply into its user experience [12][30]. Group 2: Competitive Landscape - The competition among global tech companies is intensifying, with various models of AI browsers being developed, including enhanced traditional browsers and fully integrated AI browsers [10][11]. - The concept of "Agentic browsers" is gaining traction, which allows for task execution and user intent understanding, representing the ultimate form of AI browser evolution [11][33]. - QQ browser's unique approach combines AI capabilities with user-friendly design, enabling seamless task execution without disrupting existing user habits [25][28]. Group 3: Market Dynamics - The article emphasizes the importance of user habits and ecosystem integration in determining the success of AI browsers, suggesting that those who can effectively merge AI capabilities with user needs will dominate the market [26][30]. - The future of human-computer interaction may involve multiple forms of interfaces, including desktop agents and smart devices, all vying for the primary touchpoint between users and AI [32][34]. - The shift from information access to task completion will redefine competitive strategies in the browser market, with a focus on contextual understanding and multi-modal capabilities [33][35].