Core Insights - DingTalk has launched a new AI hardware product named DingTalk Real, which integrates its office collaboration capabilities with Alibaba's AI model, aiming to create a new AI terminal entry point [1][19][20] - The return of Chen Hang to DingTalk has shifted the company's AI strategy towards a greater emphasis on AI hardware, moving away from solely software-based solutions [2][23][24] Group 1: Product Development - DingTalk Real is designed to operate independently of the DingTalk app, marking a significant evolution in its product strategy [10][30] - The previous AI hardware, DingTalk A1, was well-received in the market, becoming a top seller during the Double 11 shopping festival, indicating strong consumer interest in AI-enabled office tools [10][30] - DingTalk A1 functions as a lightweight AI recording device that enhances productivity by efficiently recording, transcribing, and summarizing voice communications [8][10][29] Group 2: Market Position and Competition - DingTalk currently holds a market share of approximately 32.7% in the enterprise collaboration sector, but faces increasing competition from rivals like Feishu and WeChat Work, which have been gaining traction [12][33] - The enterprise organization count on DingTalk has only increased by 300,000 over three years, indicating a slowdown in user growth compared to its competitors [13][35] - Feishu has reportedly captured significant clients from DingTalk, impacting its market position and revenue growth [35][36] Group 3: Strategic Shift - Under Chen Hang's leadership, DingTalk is transitioning from a broad functionality approach to a more focused strategy that emphasizes innovative collaboration tools and AI hardware [36][37] - The introduction of AI hardware is seen as a way to differentiate DingTalk from competitors and to enhance its service offerings in the enterprise market [37][38] - The company aims to redefine its role in the AI landscape by integrating its Agent OS capabilities into various hardware solutions, moving beyond traditional app-based services [31][38]

今年10月，OpenAI召开有史以来最大规模的开发者大会，新版应用程序开发包露出庐山真面目，这代表用 户今后在ChatGPT里调用第三方应用，可以像浏览器打开网站一样方便。 OpenAI的目标很明确——让ChatGPT不再只是"用完即走"聊天机器人，而是能够完成更多复杂任务的平台， 由此把用户更长时间地停留在ChatGPT上，成为AI时代的流量入口。 每个时代都有自己的流量入口，PC互联网时代是浏览器，移动互联网时代是应用程序，谁掌握了入口，谁 就能定义一个时代的商业规则。 入口之战正酣，toB市场也难以置身事外。 OpenAI之外，微软将Copilot融入Windows和Office全家桶，谷歌将Gemini深度集成至Workspace和安卓，巨 头的目标是一致的，即让AI成为人们生活工作的默认界面，但选择的路径与产品形态尚未统一。 在中国，钉钉打响了这场争夺战的第一枪。 AI钉钉1.0发布仅四个月后，钉钉又一次迎来升级。在这个小版本号里，钉钉彻底告别了移动互联网时代的 应用架构，重构为AI时代的工作智能操作系统，让AI操作钉钉、接管工作成为可能。 "AI钉钉1.1"新品发布暨生态大会 AI时代的工作方式正 ...

Core Viewpoint - DingTalk is breaking the curse that internet companies cannot do hardware well, marking a significant shift in the AI hardware landscape [3][7][28] Group 1: AI Hardware Industry Trends - The AI hardware sector has seen a surge in investment and innovation, with over 114 financing events and a total investment exceeding 14.5 billion yuan in the first half of 2025 [2] - Major companies like Alibaba, ByteDance, and Meituan have launched their own hardware products, indicating a competitive landscape in China's AI hardware industry [2][3] - The trend of FOMO (Fear of Missing Out) is influencing investments, with many startups securing funding without proven products [2] Group 2: DingTalk's Product Launch and Strategy - DingTalk held its second product launch in six months, introducing Agent OS and the AI hardware DingTalk Real, establishing a complete AI system architecture [3][5] - The DingTalk A1 has quickly gained popularity, becoming a top-selling product in its category, showcasing the potential for large-scale application [8][10] - The product's design choices, such as using a universal type-C charging port, reflect a balance between user habits and product functionality [10] Group 3: Market Positioning and Competition - DingTalk A1 is positioned not just as a standalone recording device but as a vital component of DingTalk's broader AI ecosystem, serving as a data collection tool [16][27] - The competitive landscape is intense, with existing players like Plaud and iFlytek already established in the market, necessitating DingTalk to clearly define its unique value proposition [8][9][16] - The product's initial reception included criticism, but rapid iterations and user feedback have led to significant improvements and a turnaround in public perception [12][13] Group 4: Future Vision and Ecosystem Development - DingTalk aims to create a seamless interaction between users and AI agents, with the physical button on the A1 serving as a strategic entry point for AI functionalities [20][23] - The integration of AI into business workflows is expected to transform how companies utilize data, turning it into actionable insights and enhancing productivity [17][25] - The vision for DingTalk includes building a robust ecosystem where hardware, data, and AI agents work together, potentially reshaping the future of office collaboration [26][27]

Group 1: AI Hardware Industry Trends - The AI hardware industry continues to thrive, with significant investments and developments occurring throughout 2025, including OpenAI's acquisition of io Products for $6.5 billion and the emergence of companies like YingShi Innovation, which reached a market cap of over 100 billion [1] - In the first half of 2025, there were 114 financing events in China's embodied intelligence and AI hardware sector, totaling over 14.5 billion yuan, with May alone seeing over 50% of all funding directed towards AI hardware [1] - Major companies like Alibaba, ByteDance, and Meituan have launched their own hardware products, marking the beginning of a competitive landscape in China's AI hardware industry [1] Group 2: DingTalk's AI Hardware Launch - DingTalk held its second product launch in six months, introducing Agent OS and the DingTalk Real hardware, which enables AI agents to perform tasks securely in enterprise environments [2] - The DingTalk A1 has quickly gained popularity, becoming a leading product in the domestic AI hardware market, challenging the notion that internet companies cannot successfully produce hardware [2][4] - The A1's development was rapid, with the team identifying the recording card product within a week, aiming for a successful transition to AI hardware [5] Group 3: Market Competition and Product Development - The recording card market is competitive, with players like Plaud dominating overseas and other companies like iFlytek and 360 entering the domestic market [6] - DingTalk must address key questions regarding the unique characteristics of AI hardware, the value of data generated, and the reasons for consumers to choose their products [6] - The A1 product faced initial criticism as a "half-finished product," prompting the team to engage in rapid iterations and user feedback to improve its reputation [7] Group 4: AI Integration and Data Utilization - The A1 is positioned as a data collection device within DingTalk's AI ecosystem, transforming recorded data into valuable assets for enterprises [10][11] - The integration of AI into business workflows allows for real-time data analysis and actionable insights, enhancing operational efficiency [11] - The A1's design includes a physical button for easy access to AI capabilities, indicating a strategic move towards seamless user interaction with AI agents [12][13] Group 5: Future Outlook and Industry Impact - DingTalk's AI hardware initiative represents a significant step towards making AI accessible for all, particularly for small and medium enterprises [17] - The competitive landscape is shifting, with major companies focusing on hardware that aligns with their core business strengths, as seen with DingTalk's approach [18] - The success of DingTalk A1 and similar products may redefine user interactions with AI in office environments, leading to a potential reshaping of the industry [16][19]

AI无人智能数字前台、智能算薪考勤机、防录音魔盒……这些AI"神器"，正在走进我们的日常生活——近日，钉钉正式发布全球首个为AI打造的工作智 能操作系统——Agent OS，开启"人与AI协同"的全新工作方式。钉钉宣布，基于Agent OS，钉钉对开放体系全新升级，全面开放算力、行业模型、MCP等 AI能力，打造可变现的AI助理、AI硬件市场，与生态伙伴共同推动AI生态走向繁荣，将全球企业带入AI时代的工作方式。 同时，钉钉也对首款AI硬件DingTalk A1进行行业升级，并发布了面向法律服务群体的专业版本。钉钉联合小冰科技、魔点等发布了AI无人智能数字前 台、智能算薪考勤机、防录音魔盒，进一步充实AI硬件生态。 创新医药企业水木分子基于医药行业大模型开发的研发助理Chat DD，已在钉钉应用市场上为医药企业提供服务。水木分子首席运营官邢杰表示，60%的 医药企业都用钉钉，我们希望跟钉钉合作，给更多医药企业提供"AI虚拟首席科学家"，让五人团队也能够以不到以往十分之一的成本开展原创性新药研 发。 算力、模型、MCP全开放，打造可变现AI市场 "钉钉AgentOS是一个全面开放的AI生态"，钉钉创始人、CEO ...

近日，AI钉钉1.1新品发布暨生态大会在杭州举办，钉钉正式发布全球首个为AI打造的工作智能操作系统 ——Agent OS ，开启"人与AI协同"的全新工作方式。钉钉宣布，基于Agent OS，钉钉对开放体系全 新升级，全面开放算力、行业模型、MCP 等AI能力，打造可变现的AI助理、AI硬件市场，与生态伙伴 共同推动AI生态走向繁荣，将全球企业带入AI时代的工作方式。 "钉钉AgentOS是一个全面开放的AI生态" ，钉钉创始人、CEO陈航（花名:无招）表示， 伙伴一起共建行业模型、MCP广场、AI助理及AI硬件市场，推进中国企业级AI生态走向'万千智能，繁花 电一样即开即用，按需获取。目前，钉钉的AI算力平台已经支持安全云部署及AI一体机等私有化部署方 同时，钉钉也首款AI硬件DingTalk A1进行行业升级，并发布了面向法律服务群体的专业版本。钉钉联 合小冰科技、魔点等发布了AI无人智能数字前台、智能算薪考勤机、防录音魔盒，进一步充实AI硬件生 态，满足企业更多需求。 算力、模型、MCP全开放， 打造可变现AI市场 "我们将与合作 一体' 。 " 低成本，在AI时代真正能赚到钱。 钉钉联合生态伙伴发布多 ...

《凤凰WEEKLY财经》获悉，12月23日，钉钉发布AI钉钉1.1版本"木兰"，并正式发布全球首个为AI打 造的工作智能操作系统——Agent OS，由此开启"人与AI协同"的全新工作方式。 不同于市面的普通录音笔，DingTalk A1为外型较薄的录音卡，可磁吸至手机背面，且已接入通义千问 及DeepSeek两种模型。据悉，在销售、招聘、管理、法务等多场景下，DingTalk A1可贯穿工作流程， 自动汇总、标注、分析录音内容。若企业统一采购和配置，录音数据可直接导入业务系统，便于企业集 中管理和经营分析。 《凤凰WEEKLY财经》获悉，12月23日，钉钉发布AI钉钉1.1版本"木兰"，并正式发布全球首个为AI打 造的工作智能操作系统——Agent OS，由此开启"人与AI协同"的全新工作方式。 而就在4个月前，钉钉刚刚发布过AI钉钉1.0版本"蕨"。"蕨象征着破土，木兰是破土后的初生。"钉钉创 始人、CEO陈航（花名:无招）说，"未来，钉钉上所有AI Agent都基于Agent OS搭建和运行，让AI直连 物理世界。" 据悉，钉钉Agent OS核心是运行和协同AI Agent，通过全新界面（钉钉ONE） ...

12月23日，AI钉钉1.1新品发布暨生态大会在杭州举办，钉钉正式发布全球首个为AI打造的工作智能操 作系统——Agent OS，由此开启"人与AI协同"的全新工作方式。 AI钉钉1.1版本名为"木兰"，距离钉钉发布AI钉钉1.0版本"蕨"不到四个月。"蕨象征着破土，木兰是破土 后的初生。"钉钉创始人、CEO陈航(花名：无招)说，"未来，钉钉上所有AI Agent都基于Agent OS搭建 和运行，让AI直连物理世界。" 全球首个为AI打造的工作操作系统 钉钉Agent OS核心是运行和协同AI Agent，通过全新界面(钉钉ONE)、企业Agent专属AI硬件(DingTalk Real)、AI搜索问答(AI搜问)、通用任务处理Agent(悟空)以及企业AI平台(DEAP)等产品矩阵，为人与AI 协作构建完整系统架构——这标志着钉钉告别移动互联网应用形态，真正开启了AI时代的产品范式变 革，悄然搭建出一个AI原生钉钉。 在钉钉"木兰"发布会上，无招一口气发布了超过20款AI产品，引人注目的DingTalk Real是钉钉Agent OS 在物理世界的关键延伸，像是"AI的身体"，它首次系统性解决了AI Ag ...

新钉钉"重生"的这一世，首先干掉的就是过往的自己。 从四个月前AI原生架构"蕨"的破土，到今日"木兰"含苞待放，钉钉在创始人陈航（花名：无招）回归后，正以惊人的 产品迭代速度，对自己进行一场彻底的AI化重构。 12月23日，AI钉钉1.1新品发布暨生态大会的舞台上，一朵木兰花苞的动画在大屏幕上静静旋转。创始人无招解释，这 寓意着产品远未到盛开的季节。 但在这份"谦逊"的背后，是钉钉过去四个月近乎"疯狂"的进击：发布全球首个为AI打造的工作智能操作系统Agent OS，并对AI表格、A1录音卡、AI听记三款已获市场验证的爆品进行全面升级。 这并非一次寻常的功能迭代。它清晰地传递出一个信号：这个拥有7亿用户的协同办公巨头，正以一种近乎决绝的方 式，试图"杀死"自己过往在移动互联网时代的成功模式。 这是一场由内而外的自我革命，其目标不再是优化旧有的协同工具，而是争夺定义AI时代工作方式的主动权。 新钉钉"重生"的这一世，首先干掉的就是过往的自己。 战略重构：彻底告别旧时代 发布会的核心，是无招阐述的根本性转向：钉钉的未来是打造一个"为Agent而生" 的操作系统。这一理念在其介绍新 品DingTalk Real时被 ...

" 产品创新，如何做到与上个时代彻底告别？ " 作者丨 林觉民 徐晓飞 编辑丨王亚峰 " 不是精英改变世界，是脚踏实地的精英才能改变世界。 " 12 月 23 日上午， AI 钉钉 1.1 发布会正式开始之前，灯光暗下去，无招在开场片结尾，说了这么一句 话。 他不止是说给观众听的，更是说给自己听的。 回归阿里半年，无招调集十亿级资源做钉钉 AI 改造，决心和魄力可见一斑。 通过爆改，钉钉彻底告别上个移动互联网时代，真正步入 AI 原生时代。 以前那个 "钉钉疯人院"，又回来了。 "钉钉疯人院"是外界对钉钉团队的一种戏称，源于其创始人无招倡 导的极致创新和近乎偏执的产品追求精神。 这种文化强调 "B e C razy "的态度，即鼓励团队成员以 偏执 的热情 与极致的产品追求投 入 产品创 新。早期的钉钉正是通过 这种文化打造了 其 在企业服务市场的竞争力。 在今天 AI时代，从无招的回归与前后时隔4个月的两次产品发布会透出的信息看 ，这种文化 似乎再次回 来了，并且他们似乎是要干掉过去那个钉钉。 钉钉 为何 彻底推翻过去？三款爆品 为什么能跑出来？ 01 阿里首个卖爆的AI硬件：DingTalk A1 202 ...