The integration of DeepSeek into Tencent and Baidu's ecosystems marks a significant shift in China's AI landscape. By embedding DeepSeek into WeChat and Baidu Search—two of China's largest digital entry points—the AI model now influences hundreds of millions of users. This development highlights both the competitive and cooperative dynamics between rising AI players and established internet giants.
On one hand, the adoption of DeepSeek reflects the challenges traditional internet giants face in keeping up with advanced AI models.
DeepSeek’s superior performance, cost-efficiency, and usability have outshined many in-house AI efforts, forcing companies like Tencent and Baidu to integrate third-party solutions to stay competitive. On the other hand, these tech giants are strategically leveraging DeepSeek to reinforce their existing ecosystems, transforming external AI capabilities into their own defensive moat.
At its core, this trend underscores the inevitable restructurin...
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