Core Insights - The competition between Feishu and DingTalk in the office automation sector is intensifying, particularly with the launch of DingTalk's new AI spreadsheet product just before Feishu's Future Unlimited Conference [1][3] - Feishu's multi-dimensional spreadsheet has nearly reached 10 million monthly active users since its launch in 2020, and it is set to integrate with WeChat Work and DingTalk, marking a significant step towards interoperability among major office software [1][4] - Feishu's Chief Commercial Officer emphasized the need for open collaboration and urged DingTalk to expedite its application market review process to keep pace with WeChat Work [3] Feishu's Competitive Edge - Feishu has a first-mover advantage in the AI spreadsheet domain, with its multi-dimensional spreadsheet being recognized for its long-term investment, attention to detail, and continuous innovation [3][4] - The CEO of Feishu highlighted the extensive use of its intelligent document creation feature in large enterprises, showcasing its strength in knowledge accumulation and AI application [3][6] - Feishu has established a strong customer base in various industries, including new energy, tea, and beauty, which enhances its competitive position against DingTalk [4][7] DingTalk's Response - DingTalk has also launched its AI spreadsheet, which aims to transform each cell into an AI entry point for data analysis and automation [3][4] - Since the return of its former leader, DingTalk has been under pressure to revitalize its commercial capabilities, and it has made significant strides in the AI office space [4][7] - Despite DingTalk's large user base exceeding 100 million daily active users, it still faces challenges in commercializing its offerings compared to Feishu [4][7] Market Dynamics - The competition between Feishu and DingTalk is not only limited to the domestic market but also extends to international markets, where Feishu aims to challenge Microsoft's dominance [6] - Both companies are actively exploring ways to leverage AI to enhance productivity for B-end enterprises, aiming for maximum commercial value [7]