Core Viewpoint - The "lobster" concept represents a significant opportunity for both large companies and entrepreneurs in the AI application space, functioning as a platform for developing killer AI applications rather than being an application itself [2][3]. Group 1: Industry Dynamics - Major companies like Tencent, Alibaba, ByteDance, and Baidu are launching their versions of "lobster," indicating a competitive landscape in the AI application domain [3][5]. - The "lobster" serves as an entry point for future AI applications, with companies aiming to create ecosystems around it, similar to how major internet giants evolved beyond just browsers to create valuable websites [5][31]. - Tencent's rapid development of a comprehensive "lobster" product matrix, including various deployment options, highlights its strategy to leverage its existing user base and communication tools [9][11]. Group 2: Deployment Strategies - The domestic versions of "lobster" primarily utilize cloud deployment, which allows for easier access and monetization through subscription models, while local deployment options are less common due to higher costs and technical requirements [19][23]. - Cloud deployment is seen as advantageous for data collection and user engagement, enabling companies to enhance AI capabilities and user experiences over time [24][30]. - The ongoing debate between cloud and local deployment reflects differing priorities, with cloud solutions focusing on immediate profitability and data acquisition, while local solutions emphasize data security and privacy [17][24]. Group 3: Entrepreneurial Opportunities - The competition among large companies for "lobster" products may create opportunities for entrepreneurs to develop specialized applications (Skills) that can operate across different platforms, potentially leading to a price advantage in the market [34][35]. - The emergence of various "lobster" platforms opens avenues for Skill application entrepreneurs, as the underlying AI models and cloud costs vary, influencing the feasibility and profitability of their projects [34][36]. - The potential for a "lobster price war" suggests that companies may engage in aggressive pricing strategies to attract users, further benefiting entrepreneurial ventures in the space [24].