2025-12-08 08:44:19

Tencent and Alibaba join forces to target Doubao Mobile Assistant? Not surprising at all.

This isn’t a technical dispute; it’s a knee-jerk reaction from the gatekeepers of the old order when faced with a new species. Just a few days ago, people were discussing Doubao’s “eliminating apps” approach, and now all the major players are scrambling to block it. Some are bringing up so-called security risks? Wake up—the real issue is the battle for control over the moat.

Why are the big companies panicking? Because a “phone without apps” is no longer science fiction. When AI assistants can handle tasks directly, who needs to download a bunch of apps? Once the main entry point for user traffic changes, the entire ecosystem’s rules have to be rewritten. So you see, it’s not about technical capability—it’s about protecting vested interests.

This battle is for the operating system of the next decade.

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MidnightMEVeater

· 2025-12-10 13:17

At 2 a.m., watch these gatekeepers get anxious. They only panic when the moat cracks, just like during the gas wars back in the day.

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FarmHopper

· 2025-12-08 09:14

Haha, the big companies are getting anxious—they just want to protect their cash cows of traffic. They don't want Doubao to grow too big. To put it bluntly, they're afraid that if that set of AI logic really works, the business model of the app era will have to be completely reinvented. The battle for operating systems over the next decade is definitely going to be exciting. Let's see how long Doubao can hold out.

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DegenMcsleepless

· 2025-12-08 09:14

Haha, here we go again? BAT just doesn't want to see others turn the tables. Damn, this "moat" talk has been overused by Tencent and their people. Can Doubao really replace apps? I'm still a bit confused. Rewrite the traffic entry point? Sounds pretty scary, but feels a bit exaggerated. At the end of the day, what big companies fear most is losing control—the fear of having others define the rules. That's why I've never been optimistic about the domestic internet scene; it's all political games. If Doubao really succeeds, then the app ecosystem of the past few years was all for nothing. Don't touch vested interests—that's the real truth. But honestly, can ByteDance really compete with BAT? Security risk? Come on, can you use a different excuse?

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MoneyBurner

· 2025-12-08 08:52

The moat has collapsed, and the big companies are scared. --- There’s really an arbitrage opportunity at the traffic entry point; gotta build a position quickly. --- At the end of the day, it’s still a fight for interests—no one should pretend otherwise. --- I have to follow this decade-long operating system battle. --- The APP era ecosystem is almost over; a new order is rising. --- Doubao’s approach really hits the pain points, and the big companies are panicking. --- Betting on the next ten years—can Doubao win? --- Traffic is shifting from APPs to AI assistants; the rules are being completely rewritten. --- The value depression is right here; let’s see who dares to take this on. --- Security risks? Nonsense—it’s just about protecting their own turf.

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APY_Chaser

· 2025-12-08 08:51

Tencent and Alibaba are this panicked, which shows that Doubao has really hit a sore spot. The moat is everything.

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BearMarketNoodler

· 2025-12-08 08:49

Doubao really hit a sore spot this time, so it's no wonder the big companies reacted so quickly.

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