Core Insights - DingTalk has launched the world's first AI-driven work operating system, Agent OS, marking a new era of "human-AI collaboration" [1] - The new version, named "Mulan," is a significant upgrade from the previous version "Ferns," released less than four months ago, indicating a rapid evolution in AI capabilities [1] Group 1: Product Launch and Features - Over 20 AI products were introduced at the launch event, with DingTalk Real being a key extension of Agent OS, designed to safely and reliably execute tasks in complex enterprise environments [2] - DingTalk ONE serves as a new interactive entry point for human-AI collaboration, utilizing large models to help users manage work information across various platforms [2] - Specific AI agents were launched for industries, such as the "Order Agent" and "Quality Agent" for manufacturing, which automate order processing and predictive maintenance, and the "AI Travel" agent that can reduce costs by 15% through efficient trip planning [2] Group 2: Upgrades and Innovations - The AI search engine "AI Search" has been upgraded to provide comprehensive capabilities, allowing users to search, ask questions, and automate tasks [3] - The AI spreadsheet has evolved into a platform for creating AI applications, enabling businesses to transition from Excel to AI applications with no coding required [3] - DingTalk A1, the first AI hardware, has transformed from a personal assistant to a team assistant, streamlining workflows across various business functions [4] Group 3: Enhanced Communication Tools - The upgraded "AI Listening" tool now includes features like cross-file AI Q&A and real-time translation, making it suitable for international communication [4] - The launch event featured a symbolic representation of a budding magnolia flower, indicating that many AI products are still in development and will continue to evolve [5]

AI 时代，钉钉终于等来一次改变全球工作方式的机会。 文 丨 管艺雯 一年前的冬天，离开钉钉创业 4 年的陈航（花名：无招）突然意识到 —— 他人生中可能是唯一一次 改变全球工作方式的机会，正伴随着 AI 浪潮轰鸣而至。 "以前我的人生是没有这个机会的。" 他对《晚点 LatePost》回忆那个时刻。 过去几十年，办公软件的进化更像是沿着一条既定轨道的缓慢爬坡：从单机到联网，从文档到协同， 每一次都有进步，但不管是效率、成本、创新，都没有达到一个革命性的级别。但 AI 的技术革命让 他看到了可能，"哇，这个机会来了。" 陈航从 2024 年底开始想，AI 时代再做一次钉钉是什么样？当时他已经有了一些思路和想法，但没有 细节，比如消息的处理、信息知识的获取、表格的存取，这些都不应该是由人来处理。 在 AI 时代，是等着别人革命掉钉钉，还是自己革命自己？这个问题在无招回归之前就已经想得很清 楚，答案是后者，钉钉必须要变。 但更重要也是更根本的问题是 —— 当 AI 成为工作的主体，人类作为决策者时，支持他们工作的钉钉 应该是什么模样？ 旧钉钉，新钉钉 回归钉钉的第一件事，陈航花了大量时间沟通：首先和客户聊，尤其是 ...

钉钉所有业务线的产品经理，都感受到了创始人无招在今年4月回归之后的巨大变化。 "什么，一周？不，几乎每天，我都要和无招对一遍产品改版进展。"这是钉钉ONE产品负责人过去 半年的日常，也是AI表格产品负责人的日常。 12月23日上午，钉钉一口气发布了20多个AI产品，这是自8月底AI原生的钉钉1.0发布四个月后，钉 钉的又一次重大版本升级。在移动互联网时代，这样的更新频率可能只是修补Bug，但在大模型重塑 一切的今天，四个月足以让一个应用架构经历一次"白垩纪大爆发"。 技术哲学，正照进产品的底层思路。在AI时代，快，不再是一种选择，而是一种因技术变革激发的 本能表现。 半年，进化出100多个版本 作为钉钉本次发布的重磅操作系统Agent OS的全新交互界面——钉钉ONE的产品负责人对这种钉钉 的"加速"模式感触最深。 在钉钉内部，钉钉ONE被视为通向未来人与AI协作方式的大门，但通向这扇大门的路径，并不是在 办公室里"想"出来的，而是"跑"出来的。 无招回归后，带着团队做的第一件事是：去现场，去见客户。他记得，他们曾像特种部队一样，在一 周内密集走访了数十家企业。"最多的时候，一天见了四五家。" 在深圳的科技厂 ...

Core Insights - The article discusses the widespread "AI anxiety" among businesses as they struggle to keep up with rapid advancements in artificial intelligence technology [3][4] - Companies are eager to adopt AI but often lack the foundational knowledge and infrastructure to implement it effectively, leading to wasted investments [4][18] - Successful case studies, such as Xianle Health, demonstrate that a strategic internal approach to AI training and implementation can yield significant benefits [6][7][19] Group 1: AI Anxiety and Business Response - Many entrepreneurs express fear of falling behind competitors in the AI race, leading to hasty and ineffective actions [4][18] - A notable increase in engagement from top executives, such as chairpersons and founders, in AI initiatives has been observed, facilitating smoother customer acquisition for training service providers [5][25] - The article highlights the importance of a structured approach to AI adoption, emphasizing the need for businesses to align their AI strategies with operational goals [19][20] Group 2: Successful AI Implementation Case Study - Xianle Health, a global nutrition and health food manufacturer, has successfully integrated AI into its operations, achieving a revenue of 4.211 billion yuan in 2024, a 17.56% increase year-on-year [6][7] - The company aims to enhance internal efficiency through AI, reducing reliance on human resources and streamlining operations [7][19] - Xianle Health's approach includes internal talent development and targeted training programs to foster a culture of AI innovation among employees [11][12] Group 3: Training and Development Strategies - The company has initiated a "Digital Pioneer" recruitment program to identify and train employees interested in AI, leading to a significant increase in participation [8][11] - Training content is tailored to different departments and employee levels, ensuring relevant skill development [9][12] - Incentives, such as public recognition and rewards, are implemented to motivate employees and enhance engagement in AI learning [12][14] Group 4: Challenges and Solutions in AI Adoption - Many small and medium-sized enterprises face challenges in AI adoption due to a lack of clear direction and understanding of their specific business needs [17][18] - The article suggests that businesses should focus on internal capabilities and gradually implement AI tools to bridge the gap between technology and operations [19][20] - Collaboration between training service providers and businesses is crucial for successful AI strategy execution, ensuring that solutions are tailored to the unique needs of each organization [24][25]

Core Insights - DingTalk AI Spreadsheet has become the first intelligent spreadsheet in the industry to support a single table capacity of 10 million hot rows, significantly enhancing data management for brands during peak business periods like Double Eleven [2] - The AI Spreadsheet was developed in collaboration with Alibaba Cloud's ADB-PG database team, utilizing a new storage-computing integrated application architecture to meet the explosive growth in user computing demands [2] - This year's Double Eleven marks the first full-scale application of AI technology by Alibaba, with various brands, including Semir and Yintai, leveraging DingTalk AI Spreadsheet for preparation [2] Company Applications - De Xiang Yuan Roast Duck, a restaurant brand with 40 chain stores, has transitioned to using DingTalk AI Spreadsheet, allowing for real-time management of massive sales data and significantly improving calculation speed from minutes to seconds [5] - The company can now perform multi-dimensional aggregation analysis of dish sales across all stores, enabling precise control over dish quality and agile optimization of operations [5] - The real-time updates and dynamic dashboards allow headquarters to quickly identify best-selling and underperforming dishes, optimizing menu structure and inventory strategies while reducing food waste [5] Performance Improvements - The AI Spreadsheet's speed and efficiency have eliminated the need for manual data splitting, reducing management costs and enhancing store operational efficiency and customer satisfaction [3][5] - The ability to detect abnormal sales fluctuations in real-time allows for quick identification of issues and corrective actions, ensuring stable dish quality [5]

Core Viewpoint - The article discusses the transformation of the e-commerce industry in China, emphasizing the need for advanced AI tools to overcome traditional operational inefficiencies and data silos, particularly during high-stakes events like "Double Eleven" [1][2][3]. Group 1: E-commerce Challenges - The e-commerce sector in China generates vast amounts of real-time data but relies on outdated tools like Excel, leading to operational inefficiencies and data silos [3][4]. - The reliance on manual processes creates delays in decision-making, especially when responding to customer feedback or inventory changes [2][6]. - The complexity of e-commerce operations, involving multiple departments and real-time data, exacerbates the challenges of coordination and efficiency [5][6]. Group 2: Adoption of AI Tools - Leading companies like Semir and Yintai have adopted new AI-driven tools, such as DingTalk's AI spreadsheets, to enhance operational efficiency and real-time data management [2][10]. - DingTalk's AI spreadsheet can handle up to 10 million active rows, allowing e-commerce professionals to manage data without manual segmentation, thus improving response times during peak sales [2][10]. - The introduction of AI tools has transformed traditional roles, enabling employees to focus on strategic decision-making rather than repetitive data tasks [17][19]. Group 3: Case Studies - A case study from Yintai illustrates how the use of DingTalk's AI spreadsheet streamlined the management of promotional activities across multiple brands and locations, significantly reducing preparation time [7][10]. - Semir's customer service team has benefited from AI integration, allowing for real-time feedback analysis and quicker response times, thus enhancing customer satisfaction [12][13]. - The AI tools have enabled companies to predict sales trends and adjust resource allocation dynamically, improving overall operational efficiency [15][19]. Group 4: Strategic Shift in the Industry - The article highlights a strategic shift in the e-commerce industry from a focus on "traffic dividends" to "efficiency dividends," as companies recognize the need for deeper technological investments [18][19]. - Alibaba's commitment to investing 380 billion in AI infrastructure over the next three years reflects a broader industry trend towards integrating AI capabilities into core business processes [18][19]. - The evolution of AI tools like DingTalk's AI spreadsheet represents a significant advancement in organizational efficiency, impacting various sectors beyond e-commerce [19][20].

Core Viewpoint - The AI industry has matured, with "AI spreadsheets" emerging as effective tools for enhancing efficiency in the e-commerce sector, particularly during the 2025 Double Eleven shopping festival [2][4]. Group 1: AI Spreadsheet Development - DingTalk's AI spreadsheet achieved a significant technical breakthrough, allowing a single spreadsheet to handle up to 10 million active rows, addressing the data surge during major sales events [2][4]. - The rise in usage of AI tools like DingTalk's spreadsheet reflects the urgent market demand for efficient data management in e-commerce [4][5]. - The fragmentation of data in the e-commerce industry has historically hindered efficiency, with disparate systems leading to high error rates and slow feedback [5][6]. Group 2: E-commerce Industry Challenges - E-commerce transactions reach trillions annually, with peak periods like Double Eleven seeing transaction volumes 1.5 times higher than normal [5]. - Traditional methods of data management in e-commerce, such as Excel and CRM systems, are cumbersome and inefficient, necessitating a shift to more integrated solutions [5][6]. - The complexity of e-commerce operations, including diverse product categories and marketing strategies, complicates data integration and decision-making processes [5][6]. Group 3: DingTalk's Unique Position - DingTalk's AI spreadsheet is uniquely positioned within Alibaba's ecosystem, enabling it to connect directly with e-commerce data structures and understand the specific needs of Chinese merchants [6][20]. - The AI spreadsheet is evolving into a smart agent capable of thinking, executing, and collaborating, thus transforming traditional SaaS tools into a new type of business operating system [6][20]. Group 4: Case Studies - Brands like AlmondRocks have leveraged DingTalk's AI spreadsheet to streamline operations, reducing manual data entry and improving decision-making efficiency [11][13]. - Silver Tai Department Store utilized the AI spreadsheet to synchronize operations across multiple locations, significantly enhancing collaboration and operational efficiency [14][20]. - Semir, a leading apparel company, has integrated the AI spreadsheet to convert customer feedback into actionable product directives, improving responsiveness to market changes [16][19]. Group 5: Market Impact and Future Outlook - As of August 2025, over 300,000 companies are using DingTalk's AI spreadsheet, with e-commerce and retail sectors experiencing a 280% year-on-year growth [21][22]. - The penetration rate of smart spreadsheet applications in the retail e-commerce sector is projected to reach 80% by the end of 2026, indicating a significant shift in operational practices [22][23]. - The future of competition in e-commerce will hinge on decision-making speed and execution automation, with DingTalk's AI spreadsheet playing a crucial role in this transformation [22][23].

Group 1 - The AI large model real-time investment competition "Alpha Arena" concluded with Alibaba's Qwen winning the championship, showcasing the capabilities of various AI models in autonomous trading [1] - Ant Group's AI health application AQ has surpassed 10 million monthly active users within four months of launch, achieving a compound monthly growth rate of 83.4%, significantly higher than the industry average of 13.5% [1] - NetEase Cloud Music launched the AI sound effect feature "AI Tuning Master," enhancing audio quality with intelligent adjustments and personalized customization across multiple platforms [1] Group 2 - DingTalk AI table has become the first in the industry to support a single table capacity of 10 million rows, currently applied in several well-known retail and e-commerce brands [2] - Tesla CEO Elon Musk announced that the AI5 chip samples are expected to be released in 2026, with plans for mass production in 2027, while the AI6 chip will offer approximately double the performance [2] - A report by IEEE predicts that agentic AI will achieve widespread adoption among consumers by 2026, with a significant increase in the use of AI for large-scale data analysis, leading to a surge in demand for data analysts [2]

Core Insights - DingTalk AI Table has become the first intelligent table in the industry to support a single table capacity of 10 million hot rows, currently applied in several chain retail and e-commerce brands [1] - This significant technological breakthrough occurred within 100 days since the launch of DingTalk AI Table in July [1] - The new storage-computing integrated application architecture developed in collaboration with Alibaba Cloud ADB-PG database team addresses the explosive growth in user computing demands [1] - The architecture enables DingTalk AI Table to handle massive data, high-frequency changes, multi-table associations, and real-time calculations, offering superior cost-effectiveness compared to similar products [1] - The real demand from e-commerce brands for the upcoming Double 11 sales event has accelerated the application of the 10 million hot row DingTalk AI Table [1] - This year's Double 11 marks the first fully AI-enabled event, with Alibaba's Tmall extensively utilizing AI technology to empower merchants [1] - Brands such as Semir, Yintai Department Store, and emerging trendy brand Almondrocks are using DingTalk AI Table to prepare for Double 11 [1]

Core Insights - DingTalk AI Spreadsheet has become the first in the industry to support a single sheet capacity of 10 million rows, currently applied in several retail and e-commerce brands like De Xiang Yuan Roast Duck [1] - Feishu's multi-dimensional spreadsheet announced over 10 million monthly active users and plans to support 10 million rows by the end of the year, indicating a competitive landscape in AI spreadsheet solutions [1][3] - The competition between DingTalk and Feishu reflects a broader trend in the industry as both companies aim to enhance their offerings for e-commerce clients, especially in preparation for major sales events like Double 11 [3] DingTalk AI Spreadsheet - DingTalk AI Spreadsheet's application has accelerated due to the real demand from e-commerce brands preparing for Double 11, with notable clients including Semir and Yintai Department Store [2] - The product allows for unified data management and real-time analysis, significantly reducing calculation time from minutes to seconds for sales data across multiple stores [4] - The collaboration between Alibaba Cloud's ADB-PG database team and DingTalk has led to the development of a new storage-computing integrated application architecture, enhancing performance for high-volume data processing [5] Competitive Landscape - Both DingTalk and Feishu are targeting the e-commerce sector, with DingTalk leveraging its Alibaba ecosystem for features like order synchronization and logistics updates [3] - Feishu is countering by utilizing RPA tools to aggregate data across platforms, allowing e-commerce professionals to access customized dashboards for real-time data analysis [3] - The introduction of the 10 million row capability by both platforms demonstrates their commitment to meeting complex business needs, although most enterprises typically operate within the million-row range [3]