--- title: "Pony Ma did not miss out on AI." type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/22241742.md" description: "In the current era where AI is all the rage, and while a multitude of internet players are desperately embracing AI, Tencent seems to maintain considerable composure towards AI. As a result, many people have begun to take it for granted that Tencent is starting to be absent from the already arrived AI era, linking this phenomenon to Pony Ma. Clearly, this is a misunderstanding of Tencent. In fact, Pony Ma and the Tencent he leads are not only not absent from AI but are also using AI to bring about a brand-new transformation for Tencent. The launch of Tencent Yuanbao is clear evidence of this. However, if the understanding of Tencent's commitment to AI..." datetime: "2024-07-04T01:26:28.000Z" locales: - [en](https://longbridge.com/en/topics/22241742.md) - [zh-CN](https://longbridge.com/zh-CN/topics/22241742.md) - [zh-HK](https://longbridge.com/zh-HK/topics/22241742.md) author: "[产业深观](https://longbridge.com/en/profiles/11766346.md)" --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/22241742.md) | [繁體中文](https://longbridge.com/zh-HK/topics/22241742.md) # Pony Ma did not miss out on AI. In the current AI craze, where internet players are desperately embracing AI, Tencent seems to maintain remarkable composure. As a result, many have jumped to the conclusion that Tencent is absent from the already-arrived AI era, linking this phenomenon to Pony Ma. _**Clearly, this reflects a lack of understanding of Tencent.**_ In fact, Pony Ma and Tencent under his leadership are not only present in AI but are also using it to drive transformative changes within the company. The launch of Tencent Yuanbao is clear evidence of this. However, if the understanding of Tencent's AI efforts is limited to Yuanbao without recognizing its AI-driven transformations across more business lines, it still fails to grasp Tencent's comprehensive AI strategy. Thus, it’s easy to mistakenly conclude that Pony Ma and Tencent are absent from AI. In reality, a new evolution driven by AI is unfolding at Tencent. Only by understanding the underlying logic of this phenomenon can we gain a clear and comprehensive view of Tencent's AI strategy. With this understanding, we’ll realize that the so-called "Pony Ma's absence from AI" is utterly baseless. **I** No matter the type of AI, it must integrate with specific businesses to unleash greater potential. _**If AI is seen as an isolated concept without connections to real-world applications, it will inevitably become a tree without roots or water without a source.**_ Perhaps for this reason, Tencent has always emphasized and focused on the deep integration of AI with its core businesses. This is evident in both its consumer-facing (C-end) and enterprise-facing (B-end) operations. On the C-end, the launch of Tencent Yuanbao is a prime example. Beyond Yuanbao, we’ve also seen Tencent apply AI in content creation, social networking, gaming, and more. Thanks to AI’s integration across these C-end services, user experiences have been elevated to new heights. Similarly, Tencent has made significant AI strides in its B-end operations. Whether in fintech or digital-real integration, AI’s presence is increasingly visible. AI has become a new engine driving growth in Tencent’s B-end businesses. Tencent’s AI investments have turned its B-end operations into a growth powerhouse, consistently delivering strong performance in financial reports. From this analysis, it’s clear that Tencent’s AI push isn’t about AI for AI’s sake but about finding synergies between AI and its core businesses. _**For Tencent, AI isn’t just a story for investors—it’s an engine for real business growth.**_ Unlocking potential with AI and earning market respect through tangible business changes may well be Tencent’s underlying AI logic. This is what sets Tencent apart from other players in the AI space. **II** If Tencent’s focus on AI-business integration has led outsiders to overlook its AI efforts, its "still waters run deep" approach is another reason for misunderstandings. Increasingly, AI is showing similarities to the internet—its tool-like nature. Major tech giants, from Microsoft and Google to Apple and Facebook, all emphasize AI’s utility. _**For Tencent, only by leveraging AI as a tool and honing it quietly can it truly excel in the AI era.**_ AI’s future isn’t determined by how many concepts it spawns but by foundational elements like data, algorithms, and computing power. Tencent seems to have recognized this early. Thus, it has made strategic investments in data, algorithms, and computing infrastructure. Superficially, Tencent may appear inactive in AI, but a deeper look reveals extensive groundwork in these areas. Tencent has built a robust AI foundation based on its unique understanding. This foundation ensures Tencent’s leadership in AI. From this perspective, Tencent’s AI vision aligns with that of other industry leaders. While the world focuses on surface-level AI moves, Tencent’s investments in data, algorithms, and computing power go unnoticed. Hence, the mistaken belief that Tencent is absent from AI. This reflects a fundamental misunderstanding of Tencent’s AI logic and the nature of AI itself. With a holistic view of AI and Tencent’s strategy, we’ll see not only its presence in AI but also its many advantages. **III** Tencent’s low-key AI approach stems largely from its corporate ethos and values. _**Tencent has never been a company that relies on hype to win markets; it adheres to the principle of "Tech for Good."**_ Such a company wouldn’t—and couldn’t—promote AI as aggressively as others. Looking back at AI’s development, many players treat it as a buzzword, much like the metaverse craze. Often, AI adoption is driven by narratives for investors rather than real-world applications. Tencent doesn’t need such narratives. As China’s most valuable internet company, Tencent doesn’t rely on AI to sell stories to investors. Instead, like Microsoft and Google, Tencent uses AI to solve business challenges and create value. Tencent’s AI efforts exemplify its "Tech for Good" philosophy. Historically, when hype fades, only players who turn concepts into real businesses survive. We’ve seen hints of this with the metaverse. During the metaverse frenzy, many believed Tencent was best positioned to lead—yet it resisted the hype, focusing instead on practical applications. Now that the metaverse hype has died, Tencent’s restraint seems prescient. Similarly, with AI’s rise, Tencent is demonstrating the same strategic patience. When the AI market consolidates, the survivors won’t be those peddling new concepts but players like Tencent that solve real problems with AI. From this angle, we can appreciate Tencent’s steadfast AI commitment and Pony Ma’s clarity of vision. **Conclusion** Judging Tencent’s AI presence—or Pony Ma’s involvement—based solely on visibility is overly simplistic and arbitrary. _**In truth, this reflects a lack of understanding of Tencent and Pony Ma.**_ Placing AI within Tencent’s business, strategic, and value systems reveals its active AI engagement and Pony Ma’s leadership. Only then can we fully grasp Tencent’s role and potential in the AI era. And we’ll reach one clear conclusion: Pony Ma is not absent from AI.$TENCENT(00700.HK)  **—End—** ### Related Stocks - [Tencent Holdings Limited (TCTZF.US)](https://longbridge.com/en/quote/TCTZF.US.md) - [TENCENT (00700.HK)](https://longbridge.com/en/quote/00700.HK.md) - [Tencent Holdings Limited (TCEHY.US)](https://longbridge.com/en/quote/TCEHY.US.md) - [TENCENT-R (80700.HK)](https://longbridge.com/en/quote/80700.HK.md) ## Comments (2) - **我是闷声图文斯 · 2024-07-04T16:12:12.000Z**: What was said, empty talk narrative - **270F2I · 2024-07-04T07:39:21.000Z**: Awesome