电商基建
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 这个双11的AI电商:热闹在入口,但核心是基建
 3 6 Ke· 2025-10-31 02:43
 Core Insights - The article discusses the challenges and developments in AI-driven e-commerce, highlighting the gap between conceptualizing AI shopping experiences and their practical implementation [6][7][22] - It emphasizes the competition between general AI assistants and specialized e-commerce platforms for consumer demand understanding and information distribution [6][8][22]   Group 1: AI Shopping Experience - The AI assistant "Doubao" struggles to provide a seamless shopping experience, often failing to include direct purchase links in its recommendations [1][2] - In contrast, Meituan's "Xiaomei" offers a more interactive experience, allowing users to place orders directly, showcasing a more advanced execution capability [2][6] - The current AI shopping experience is still in its infancy, with many platforms lacking the necessary infrastructure to support effective AI interactions [6][8]   Group 2: Infrastructure Development - E-commerce platforms are focusing on enhancing their infrastructure to better integrate AI capabilities, which is crucial for improving user experience and operational efficiency [7][14] - Both Taobao and JD.com are investing in upgrading their search and recommendation systems to better understand consumer needs and product information [14][15] - The integration of large models with traditional systems is seen as essential for achieving significant improvements in search relevance and user engagement [15][17]   Group 3: Competitive Landscape - The article notes that the competition for consumer entry points between AI assistants and e-commerce platforms has not yet fully materialized, as both sides are still preparing [8][9] - OpenAI's collaborations with various platforms indicate a shift towards integrating AI into the shopping experience, but the effectiveness of these initiatives remains limited [9][10] - The future of AI assistants in e-commerce will likely involve a struggle for control over consumer demand understanding, with platforms seeking to enhance their data communication with AI [22][23]