US media: Chinese tech giants that embrace DeepSeek are even stronger

DeepSeek emerged, stirring up the landscape of Chinese technology giants! This article explains how DeepSeek forces giants such as ByteDance, Alibaba, Tencent and Baidu to re-examine their AI strategies and quickly adjust their product strategies.

The giants’ response strategy:

The Big Four have included the DeepSeek model in product solutions or actively evaluated. Tencent and Baidu regard it as their core selling point, which is the first case in the domestic AI field, similar to Meta or Google promoting its AI chatbots with the help of third-party models. Tencent’s “Yuanbao” application was even renamed “Yuanbao (DeepSeek Version)” to highlight this cooperation. Baidu Search and Maps have also added DeepSeek search options to provide users with more choices.

ByteDance: Go forward with caution, independently research and development in parallel

ByteDance and Alibaba have adopted relatively cautious strategies. ByteDance is testing internally to integrate DeepSeek into a product line including "Doubao". Although the monthly active users of "Doubao" have reached 82 million, the DeepSeek application has reached 62 million in just six weeks, which has sounded the alarm for ByteDance. Internal discussions revolve around whether to integrate DeepSeek. Some people strongly learn from advanced technologies, while others are worried that it will affect independent research and development. But ByteDance is also stepping up the development of a new generation of inference models to compete with DeepSeek's R1 model.

Baidu: Open source strategy, embrace open ecology

Baidu chose to open source its new generation of Wenxin 4.5 model, which is the first open source attempt by Chinese technology giants in the field of basic models. Baidu CEO Robin Li believes that the top open source models can significantly improve adoption rates, which coincides with DeepSeek's successful experience. Baidu is trying to revive growth using the wave of generative AI while coping with competition from search capabilities on social media platforms.

Tencent: Priority application, independent research and development continues

Tencent’s strategy is to put providing competitive AI applications on the underlying model. Tencent Cloud also prioritizes recommending DeepSeek-based solutions to corporate customers. Despite this, Tencent did not give up its independent research and development team, and adjusted its strategy after DeepSeek became popular and launched a new Hunyuan model. Data shows that after the integration of DeepSeek, the daily active users of "Yuanbao" have increased by nearly four times.

This AI competition triggered by DeepSeek also indicates the development trend of global consumer-grade AI applications: American technology giants mainly provide companies with diversified model choices, but consumer products are still dominated by their own models, and the emergence of DeepSeek may change this situation.

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