Core Trends - The article highlights the trend of "dislocated competition," where vertical capabilities are building barriers, and the shift of Chaos AI consultants towards strategic partnerships, emphasizing differentiated capabilities over homogeneous model competition [1][4]. Browser Reconstruction - AI-driven browsers are reshaping human-computer interaction, transitioning from tools to intelligent agent collaborative network entry points, with examples like Aura and Comet [2]. Computing Power Breakthrough - Nvidia's H20 chip has been re-approved for sale in China, alleviating computing power anxiety and accelerating local model iterations and low-cost applications [3][10]. Business Validation - The withdrawal of Manus and the decline of DeepSeek serve as warnings that pure model competition is unsustainable; there is a need to enhance service stability and cost control [4][13]. Strategic Leap - The upgrade of Chaos AI strategic consultants to version 2.0 marks a significant transition from tool-based to strategic intelligent partners, focusing on deep intent recognition and dynamic decision-making frameworks [5][6]. Core Capability Breakthrough - The deep intent recognition engine and intelligent framework decision system are key advancements, allowing for automatic parsing of user analysis intentions and dynamic selection of optimal analysis tools [7][6]. Market Dynamics - DeepSeek's monthly active users have dropped to 169 million, a 5.1% decline, with website traffic down 29%, indicating challenges in model iteration speed and computing power reserves [13][15]. - Kimi's K2 model has been launched, featuring a 1 trillion MoE architecture, outperforming DeepSeek in performance and offering competitive pricing [14][21]. Competitive Landscape - The launch of DeepResearch by Mita has significantly improved research efficiency, directly challenging overseas AI products like ChatGPT and Gemini [17]. - Perplexity aims to establish its AI browser Comet as a "cognitive operating system," with a valuation of $14 billion, positioning itself against Google [18]. Industry Shifts - Manus has retreated from the market, indicating challenges in user retention and high model costs, prompting a strategic shift towards globalization [22]. - xAI's Grok 4 model has been released, boasting a tenfold increase in reasoning capabilities, directly challenging OpenAI and Google [23][25].