Can AI disrupt Pinduoduo: This is not a question of intelligence, it's a question of information.

Can AI Disrupt Pinduoduo: This is Not a Question of Intelligence, It's a Question of Information

As AI becomes increasingly powerful, it's like everyone is worried that AI will take their jobs.

For a company, it must also worry about whether AI will disrupt it.

I still remember the first time I tried ChatGPT, I was still speaking with a mocking tone, not believing this thing could shake Google.

But now, I talk to AI every day and can't remember the last time I seriously used Google to search for something.

When the wheels of the era roll over you, they won't even say hello.

In an era where even WeChat is starting to get anxious, who can remain aloof?

So, there must inevitably be a crucial question: can AI possibly disrupt e-commerce? Or, can AI possibly disrupt Pinduoduo?

For an investor heavily invested in Pinduoduo, this is a question that must be cared about and answered with effort.

However, even though AI is coming on strong, after repeated analysis, at least for now, I still can't see the possibility of it directly disrupting Pinduoduo.

In martial arts, only speed is invincible.

My current use of Pinduoduo, the entire transaction process, is already fast enough.

As long as the demand is relatively clear and directed, it's basically just entering a keyword, Pinduoduo gives me results, and I place the order. It's already smooth enough.

Even though AI is frighteningly strong, shopping through multiple rounds of conversation with it is still too inefficient.

Actually, the biggest problem with shopping right now is that sometimes I'm just too busy, I don't even have time to open Pinduoduo, and I forget about it.

From this perspective, Douyin Mall indeed has its own unique advantages.

Too busy to even open Pinduoduo, but there's always time to open Douyin. (Laughs)

Just as Mr. Xing from Meituan said today, although AI is strong, AI doesn't know if a restaurant has seats. This is not a question of intelligence, it's a question of information.

And the success of Pinduoduo is precisely built upon the unique transaction data and information asymmetry between its massive number of merchants and users.

AI knows everything under heaven and on earth, mastering endless public domain knowledge, but the complex supply-demand matching and information distribution within the Pinduoduo ecosystem remain an impenetrable fog for external AI.

If the combination of Qwen + Taobao can spark and provide users with an ultimate experience.

I believe the combination of top-tier models + Pinduoduo also has the opportunity to catch up and surpass.

Whether it's product experience or the ability to integrate information, neither is a major issue.

As for whether the business model will undergo significant changes by then, we can only observe carefully and take it one step at a time.

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