Core Viewpoint - The integration of Qianwen APP with Alibaba's ecosystem marks a significant shift in the food delivery industry, moving beyond traditional subsidy wars to a new paradigm driven by AI technology [3][6][10]. Group 1: Industry Dynamics - The past decade of food delivery competition has primarily revolved around subsidy wars, where companies compete to offer the most attractive financial incentives to users [3][6]. - The introduction of AI into the food delivery space represents an elevation of competition, focusing on consumer convenience and habit formation rather than just financial incentives [6][10]. - The concept of "habit" is highlighted as a crucial competitive advantage in the business world, where companies aim to create user habits that persist even after subsidies are removed [3][6]. Group 2: AI Integration - AI's role in simplifying the food ordering process is emphasized, as it can understand user preferences and streamline the ordering experience, making it more intuitive and less burdensome for consumers [6][10]. - The integration of AI with platforms like Taobao Flash Purchase allows for a seamless user experience, where consumers can place orders without navigating multiple applications [6][10]. - The necessity for AI to be practical and widely applicable in everyday life is underscored, as true technological transformation occurs when innovations are integrated into common consumer behaviors [7][10]. Group 3: Competitive Advantages - Alibaba's ecosystem, which includes Qianwen, Taobao Flash Purchase, and Alipay, provides a unique competitive edge by ensuring trust and security in transactions, which is critical for consumer acceptance of AI-driven services [10][11]. - The challenges faced by competitors outside of Alibaba are highlighted, particularly the lack of a cohesive ecosystem that combines AI, payment, and delivery services, making it difficult for them to replicate Alibaba's success [10][12]. - The historical context of Alibaba's strategic moves, including the development of its AI capabilities and the evolution of its delivery services, illustrates a well-planned approach to dominate the market [14][15].