Core Insights - Agora's founder Zhao Bin announced at the Convo AI & RTE 2025 conference that the annual service minutes have surpassed one trillion, establishing Real-Time Engagement (RTE) technology as a key infrastructure [1] - The integration of RTE with conversational AI marks a significant shift in the industry from "connection" to "dialogue" [1] Group 1: RTE Technology Development - RTE has matured significantly, with video HD ratio increasing over tenfold in the past two years, and over 80% of overseas market traffic being above 720p resolution [3] - The service volume of one trillion minutes reflects comprehensive improvements in technical infrastructure, although user satisfaction remains low at only 21% when interacting with AI [3] Group 2: Conversational AI as a Solution - Breakthroughs in multimodal large language models enable RTE to transition from "normal conversation" to "emotionally rich dialogue" [5] - Market demand is surging, with 67% of enterprises placing voice AI at the strategic core and 84% planning to increase investment; Agora's conversational AI usage grew by 151% quarter-over-quarter [5] Group 3: Global Opportunities and Strategies - AI globalization has shifted from an option to a necessity, with "trust" being a core barrier beyond technology [7] - Successful globalization requires a combination of "global narrative of technological value" and "localized expression of emotional value," exemplified by WaveSpeedAI's strategy [7] Group 4: Industry Direction and Tools - Microsoft's Wei Qing emphasizes that great technology should be "invisible," and Agora's white paper and AI Engine 2.0 tools aim to lower development barriers for practical applications [9] - The application of technologies like RAG enhances the authenticity and traceability of AI responses, facilitating RTE+AI integration in specialized fields like healthcare [9] Group 5: Future of Interaction - The fusion of RTE and conversational AI is reshaping interaction boundaries, with a foundation of one trillion minutes and a multi-billion AI market indicating the arrival of a smarter, more natural real-time interaction era [11]

Core Insights - The 11th Real-time Internet Conference, themed "AI Voice," was held in Beijing, focusing on the integration of Real-time Interactive (RTE) technology and Conversational AI [1] - Agora's CEO announced that the company's annual service minutes have surpassed 1 trillion for the first time, indicating the critical infrastructure role of RTE technology [1] - The conference highlighted the rapid growth of video quality, with over 80% of overseas market traffic exceeding 720p resolution, and a significant increase in WebRTC global search interest [1] Industry Trends - The industry is experiencing a new wave of innovation, but challenges remain in transitioning from "connectivity" to "dialogue," particularly in human-AI interactions [1][3] - Only 21% of users are satisfied with current AI conversational experiences, with high user attrition rates due to the lack of non-verbal communication elements in AI interactions [3] - The emergence of multi-modal large language models (LLMs) is seen as a potential solution to enhance real-time voice dialogue capabilities [3] Market Opportunities - 67% of enterprises have positioned voice AI agents at the strategic core, with 84% planning to increase investments in the next year [4] - The conversational AI market is projected to grow significantly, with ARK Invest estimating the AI companionship sector could rise from $30 million to between $70 billion and $150 billion [4] - Key application areas for conversational AI include emotional companionship, smart hardware, and online education, with significant advancements demonstrated in AI customer service capabilities [4] Strategic Developments - Agora released the "2025 Conversational AI Development White Paper" and various tools to accelerate innovation in the RTE and AI sectors [5] - Microsoft’s CTO emphasized the importance of understanding technology's essence and aligning it with user needs for successful implementation [5] - The need for organizations to foster collaboration between humans and AI agents was highlighted, along with the importance of continuous learning and addressing data security and organizational culture [6][7] Globalization and Market Entry - The necessity for Chinese AI companies to undergo a "mental leap" for successful global expansion was discussed, emphasizing trust as a new competitive barrier [8] - Key opportunities in the AI market include agents, AI hardware, and foundational infrastructure, with a focus on niche markets for startups [8][9] - Strategies for entering global markets include localizing products and building trust with local partners, as well as understanding cultural nuances [9][10] Talent and Execution - Consensus among industry leaders indicates that talent for global expansion should possess entrepreneurial experience and cross-cultural adaptability [10] - Successful product globalization requires a combination of global technical value narratives and localized emotional expressions [10]

Core Insights - Agora's annual service minutes have surpassed 1 trillion for the first time, indicating that RTE technology has become an essential infrastructure [1] - The proportion of high-definition video has increased over tenfold in the past two years, with over 80% of overseas market traffic being above 720p resolution [1] - The global search interest in WebRTC has seen explosive growth, signaling a new wave of innovation in the real-time interaction industry [1] Industry Challenges - The transition from "connection" to "dialogue" remains a significant challenge in the generative AI development process, particularly in enhancing interaction quality between humans and AI [3] - Only 21% of users are satisfied with current AI dialogue experiences, with some services experiencing unacceptably high user churn rates [3] - Human conversation relies heavily on non-verbal cues, with over 90% of information perception depending on tone, expression, and body language, highlighting the need for improvements in AI interactions [3] Market Trends - 67% of enterprises have positioned voice AI agents at the strategic core, and 84% plan to increase investments in this area within the next year [4] - There is a significant surge in the developer ecosystem for real-time voice technology, with a notable increase in startups focused on conversational AI and voice agents [4] - Agora's usage of conversational AI saw a 151% quarter-over-quarter growth in Q3 2025, reflecting strong market demand [4]

Core Insights - Alibaba's Quark has launched a dialogue assistant as the first outcome of its strategic AI project known as "C Plan" [1] - The dialogue assistant integrates search capabilities with conversational experiences, marking a new phase in AI product development [1] - Quark aims to target 200 million young users with its AI offerings, positioning itself against competitors like ByteDance's Doubao [1] Group 1: Product Launch and Features - Quark's dialogue assistant features deep search, photo question answering, and AI writing capabilities, along with various tools like scanning and photo editing [1] - The assistant is designed to provide a seamless experience for information retrieval, question answering, and task management within a single app [1] Group 2: Market Position and Competition - According to a16z's latest report, Quark ranks 9th in the global Top 100 generative AI consumer applications, while Doubao ranks 12th [2] - Both Quark and Doubao primarily attract users under 25 years old, focusing on integrated search and inquiry scenarios [2] Group 3: Technological Advancements - Quark's dialogue assistant utilizes the latest Qwen closed-source model, achieving deep integration of AI search and dialogue [2] - Alibaba claims that Qwen3-Max has surpassed GPT-5 and Claude Opus 4, placing it among the top three globally [2] Group 4: Future Developments - There are rumors that "C Plan" is also developing a comprehensive AI browser to compete with Google's Chrome, expected to launch within the year [2]

Core Viewpoint - Alibaba Group's stock performance surged by 4.2% during trading on October 21, closing with a 1.98% increase, driven by news of its significant investment in artificial intelligence [1][3]. Group 1: AI Business Development - Alibaba is reportedly developing an AI initiative known as "Plan C," which aims to compete with ByteDance's similar products [3]. - The project is led by the Quark core team and involves senior members from the Tongyi Laboratory, indicating a high level of internal importance [3][4]. - "Plan C" focuses on conversational AI applications, with initial results expected to be revealed soon, although it requires long-term investment and technological breakthroughs [4]. Group 2: Competitive Landscape - ByteDance has made substantial investments in AI, with its product "Doubao" achieving significant user growth, surpassing competitors like DeepSeek [5]. - Doubao's daily token usage increased from 120 billion in May 2022 to 30 trillion by September 2023, marking a 253-fold growth [5]. - As of August 2025, Doubao is projected to have 157 million monthly active users, leading the native AI app market in China [5]. Group 3: Strategic Implications - The launch of "Plan C" may be a strategic move to capture the next generation of information access, integrating advanced conversational AI into platforms like Quark [4][7]. - Quark has gained recognition among users under 25, which could enhance its role as a new super entry point for information, content consumption, and intelligent interaction [4][7]. - The initiative could also serve as a defensive strategy against ByteDance's growing influence in the AI sector, potentially creating pressure on Alibaba's core business boundaries [6][7].

Core Viewpoint - Alibaba's stock price in Hong Kong rose over 4%, making it the most popular stock in the market, attracting significant attention from domestic and international investors [1] Group 1: Business Development - Alibaba's subsidiary Quark is developing an AI business that may challenge ByteDance's products [1] - This initiative, referred to as "Plan C," has been in preparation for some time and is led by Quark's core team with significant involvement from senior members of Tongyi Lab, focusing on conversational AI applications [1] - Reports suggest that Alibaba Quark may soon launch the first product under this plan [1]

【#阿里夸克C计划曝光对标豆包#】新浪科技独家获悉，阿里夸克内部一直在推进一项代号为"C计 划"的AI业务，近日将有首个成果落地。多个信源指出，该计划由夸克核心团队主导，通义实验室也有 多位高级别成员参与，被认为与其在对话式AI应用的布局有关。消息人士称，"C计划"已在夸克内部秘 密推进了很长一段时间，即将浮出水面的只是阶段性成果。关于"C计划"代号目前有几种猜测，一种说 法认为"C"代表"Chat"，即夸克可能会推出全新的对话形态。另一种猜测是代号"C"取自经典游戏"吃豆 人（Pac-Man）"，其目标直指豆包。截止目前，夸克未作出相关回应。 的只是阶段性成果。"这是一个 需要长期投入,且依赖模型技术 突破的产品。"关于"C计划"代 号由来,目前有几种猜测。一种 说法认为,"C"代表"Chat",即 夸克可能会推出全新的对话形 态。另一个更具火药味的内部猜 测是,代号"C"取自经典游戏 "吃豆人(Pac-Man)",寓意不 言自明,"其目标直指豆包"。截 至目前,夸克方面未就上述消息 作出相关回应。(新浪科技) 63 @新浪科技 6 @新浪科技 ...

Core Insights - Alibaba Quark is secretly advancing an AI initiative known as "C Plan," focusing on conversational AI applications, with a significant involvement from the core Quark team and senior members of Tongyi Lab [1] Group 1 - The "C Plan" has been in development for a considerable time within Quark, with the upcoming results being only a phase of the overall project [1] - The initiative is described as requiring long-term investment and dependent on breakthroughs in model technology [1] - There are various speculations regarding the origin of the "C" in "C Plan," with one theory suggesting it stands for "Chat," indicating a new conversational format, while another more provocative theory links it to the classic game "Pac-Man," suggesting a direct competition with ByteDance's Doubao [1]

Core Insights - Alibaba's AI flagship application Quark is set to unveil its internally incubated "C Plan" AI business, with the first phase of results expected soon [2] - The "C Plan" is led by Quark's core AI team and involves senior members from Tongyi Lab, focusing on conversational AI applications [2] - Quark has upgraded various AI capabilities this year, including deep search and AI camera features, under the "AI Super Box" initiative [2] Group 1 - The "C Plan" has been secretly advanced for several months, with key employees concentrated in Hangzhou for closed operations [2] - The project is described as requiring long-term investment and dependent on breakthroughs in model technology, making collaboration with Tongyi Lab crucial [2] - Various interpretations of the "C" in "C Plan" exist, including "Chat," a reference to the classic game "Pac-Man," or a designation for Alibaba's Xixi Park C area [2] Group 2 - Quark has consistently topped the AIGCRank's China AI application rankings for several months [3] - In the global context, Quark ranks ninth in A16z's Top 100 consumer-grade generative AI applications, while Doubao ranks twelfth [3]

公开资料显示，夸克连续数月多次登顶 AIGCRank 发布的中国 AI 应用排行榜榜首。在全球知名风 险投资公司 A16z 发布的全球 Top100 消费级生成式 AI 应用榜单上，夸克与豆包均跻身全球前二 十名，其中夸克位列第九，豆包位列第十二。 据内部人士透露，" C 计划 " 已在夸克内部秘密推进数月，分散在北京、广州的部分核心员工已经 集中在杭州园区封闭办公。接近该项目的消息人士称， " 这是一个需要长期投入，且依赖模型技术 突破的产品 " ，因此与通义实验室的协同成为关键，而此次发布可能只是阶段性成果。 关于代号 "C" 的含义，业界流传多种说法：一说代表 "Chat" ，暗示全新的对话交互形态；另一说 取自经典街机游戏 " 吃豆人（ Pac-Man ） " ，暗指对标字节跳动旗下豆包，还有一种可能性是代 指阿里巴巴西溪园区 C 区。目前，夸克官方未对相关信息做出回应。 10 月 20 日消息，据多家媒体报道，阿里 AI 旗舰应用夸克团队内部长期孵化的 "C 计划 "AI 新业 务即将亮相，预计将于近期落地首个阶段性成果。 据悉， "C 计划 " 由夸克 AI 相关核心团队牵头，同时有多位通义实验室 ...