---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39721641.md"
description: "First, let me give a conclusion: Qwen Taxi is a million-level incremental market, even a ten-million-level incremental market.Why do I think AI taxi is stronger than AI food delivery? Because the practicality of AI taxi is something that people who are proficient with smartphones can't even feel.Everyone might have overlooked one point: there is a vast number of middle-aged and elderly people in China who don't order food delivery. They all think eating takeout is unhealthy and prefer to cook themselves.But these people, when going out for daily errands or traveling, have an extreme need for taxis. For many illiterate elderly people, asking them to use a taxi app to type out departure and destination locations one by one is almost impossible because these locations are ever-changing. But as long as they can speak Mandarin, they can tell Qwen where they want to go, and Qwen will naturally arrange it.Finally, everyone can think about it: after so many years of internet development, how long has it been since we've seen an incremental market? It's all been existing markets fighting each other. Alibaba's recent move has gained incremental users for itself and might even snatch Didi's existing users. Congratulations to Alibaba's holders, you've made a big profit again.$Alibaba(BABA.US)$BABA-WR(89988.HK)"
datetime: "2026-04-04T14:29:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39721641.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39721641.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39721641.md)
author: "[阿修AX](https://longbridge.com/en/profiles/12691394.md)"
---

# First, let me give a conclusion: Qwen Taxi is a mi…


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## Comments (14)

- **红领巾 · 2026-04-08T03:00:54.000Z · 👍 1**: 😅Shoot the arrow first, then draw the target
  - **阿修AX** (2026-04-08T05:35:03.000Z): What Charlie Munger meant by this statement is that I'm giving reasons after the outcome is already known. But when I say that Qianwen Ride-hailing has a huge future market potential, that's a predict
  - **红领巾** (2026-04-08T05:38:45.000Z): Everyone has their own judgement~I think making elderly people use AI to hail a taxi is too forward-looking of a narrative.Big tech companies' KPIs don't think that way.
  - **阿修AX** (2026-04-08T05:48:41.000Z): Well, the KPIs of big companies indeed don't take these things into account. But you can look at a precedent of teaching the elderly to use e-commerce, which is Pinduoduo. Through small games like &#3
- **bug1988 · 2026-04-08T02:57:50.000Z · 👍 1**: Didi Chuxing can be integrated into any platform, and Qwen Chuxing currently has no moat.
  - **阿修AX** (2026-04-08T03:28:09.000Z): You can understand from a technical perspective why Didi cannot easily grant access to third-party platforms like WeChat, and why it's not easy to call AI after integration. The thing you mentioned ha
  - **bug1988** (2026-04-08T03:51:08.000Z): There is a time window for development, but it won't be unique.
  - **阿修AX** (2026-04-08T05:31:56.000Z): Yes. In the future, Didi could also achieve this, but you've overlooked one point: in the ride-hailing market before, Didi was the dominant monopoly. Later, some incidents occurred, but no one dared t
- **阿修AX · 2026-04-04T14:30:31.000Z**: April 4th news: Qwen AI's ride-hailing service saw a week-over-week order volume increase of over 1500% during the Qingming holiday, with user adoption rapidly climbing. The feature was launched on March 23rd, less than two weeks ago.