晚点LatePost·2026-01-20 03:26Core Viewpoint - The article posits that ByteDance's Zhang Yiming is likely to become the richest person in China over the next decade due to his strong motivation, learning ability, execution power, and the resources of ByteDance, which are expected to drive significant growth in various sectors, including mobile, automotive, and space computing [4][5]. Industry Insights - In the mobile internet era, there were 10 apps in China with over 500 million MAU, but in the AI era, it is anticipated that only 3-4 Super Apps will achieve this milestone [4][5]. - The DAU/MAU ratio is expected to increase, with 500 million MAU likely corresponding to approximately 350 million DAU, enhancing the value of Super Apps compared to the mobile internet era [5]. - The article emphasizes that the value of Super Apps is greater than that of leading robotics companies, as Super Apps control entry points and can generate excess commercial returns [6]. Competitive Landscape - The competition for AI Native Super Apps is intensifying, with Alibaba's Qwen and ByteDance's Doubao positioned as key players. The article highlights the strategic moves of Alibaba to prevent Meituan from launching a competing Super App [8][9]. - Other companies like Tencent, Meituan, Pinduoduo, JD, and Baidu are also seen as potential contenders in the Super App battle, while smaller players may struggle to compete [9][10]. - The article suggests that Meituan's exit from community group buying is part of a broader AI strategy to position itself for the Super App market [10][11]. Future Projections - The article predicts that the AI Native Super App market could reach a revenue potential of 1 trillion RMB, urging companies to act quickly to launch their AI applications [11]. - Huawei is positioned to dominate the automotive sector but is unlikely to enter the Super App market due to its strategic focus on other areas [12]. - Tencent is recognized for its stability and product matrix, with the potential to maintain a significant role in the AI Native Super App landscape, although ByteDance's Doubao is gaining influence among younger users [12].