Zhu Xiaohu stated that Doubao is leading in large factory AI

Wallstreetcn
2025.12.05 08:51

Which company is leading in AI: ByteDance, Tencent, or Alibaba? Zhu Xiaohu believes that currently, ByteDance is definitely leading, as the Doubao experience is indeed very good, and the traffic advantage is very obvious. "Alibaba definitely needs to refocus; the recent financial report shows that both instant retail and AI are burning money, which may put a lot of pressure on them. This is a strategic test for Alibaba." (Sina Technology)