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钉钉发布Agent OS:转型操作系统 卡位AI办公生态
Huan Qiu Wang· 2025-12-24 02:39
Core Viewpoint - DingTalk has officially transformed into an AI operating system with the launch of Agent OS and over 20 AI products, marking a significant shift from a collaborative office platform to an intelligent work operating system in the AI era [1][2]. Strategic Shift - The transition from an "application" to an "operating system" indicates DingTalk's ambition to serve as the foundational infrastructure for AI agents, moving beyond its previous role [2]. Product Reconstruction - Agent OS is designed to run and collaborate with AI agents, featuring a product matrix that includes DingTalk ONE, DingTalk Real, Wukong, and DEAP, establishing a comprehensive human-machine collaboration system [4]. - DingTalk Real is a dedicated device for AI agents, equipped with capabilities for entity authorization, data access, and real-time data acquisition, addressing the challenges of secure task execution in complex enterprise environments [5]. Industry Deep Dive - DingTalk is shifting from providing tools to co-creating industry solutions, with AI applications tailored for manufacturing, retail, and healthcare sectors, showcasing its commitment to vertical industry solutions [6][7]. Ecosystem Development - The launch of the DingTalk Enterprise AI Platform (DEAP) aims to facilitate low-threshold development and management of dedicated agents for enterprises, while also enhancing its open platform to ensure high commercial deliverability of AI agents [8]. - DingTalk emphasizes a collaborative AI ecosystem, aiming to build industry models and AI hardware markets with partners, promoting a comprehensive AI application ecosystem [8]. Globalization and Competitive Landscape - DingTalk is pursuing globalization with the introduction of an overseas version and the "One Office" product, aiming for integrated networking and collaboration on a global scale [9]. - The core competitive logic has shifted from the richness of features to the completeness of the ecosystem and the productivity of intelligent agents, while facing challenges in stability, reliability, and data security [9].