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We can verify Mr. Zhou's points one by one (we'll look at the "Zhou's Eight Points" later). The mobile operation landscape is about to change—ByteDance isn't making phones, but it's about to take over the soul of all phones.
1) Doubao Mobile Assistant isn't a standalone app but is directly embedded into the phone's OS, capable of taking over your device.2) Once Doubao Mobile Assistant launches, execs at Meituan and Taobao might have to pull all-nighters. This AI can help users complete all operations without even opening their apps.3) This will directly break the moats of major internet giants. Their advantage—built on users needing to open apps to access services—may need redefining. For example, Taobao and Meituan rely on user engagement and ads for revenue. Now, AI helps users complete tasks directly—no ads, no homepage scrolling—rendering their core KPIs obsolete. Traditional traffic logic faces collapse.4) Next, we might see a tech arms race. Major apps may restructure pages to make it harder for AI to scrape data, add dynamic CAPTCHAs to prices, or bury key info behind complex interactions.5) E-commerce apps might restrict third-party service calls, forcing users to "enter the castle" to use them. Bet on it?6) Soon, we might see Alibaba, Tencent, and Meituan form alliances to impose joint defense protocols, collectively limiting cross-app AI calls."7) Phone makers won’t surrender desktop control either. Xiaomi’s MIUI and Huawei’s Harmony OS hold system-level privileges—they can throttle Doubao’s performance, slow API calls, or even launch rival assistants.8) Next year’s phones may come preloaded with OEM assistants, pushing Doubao into obscure corners of hard stores.The copyright of this article belongs to the original author/organization.
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