Four giants dominate consumer AI in China through super-app distribution. Each leverages a different ecosystem strength, but all share the same playbook: embed AI into daily workflows, subsidize inference costs, capture value at the transaction layer.
Tongyi Qianwen commands 150M MAU, powered by Qwen3 (Intelligence Index: 62). With 35.8% cloud market share and full L1-L7 stack coverage, Alibaba is the only player with true vertical integration from chips to consumer. The ecosystem spans Taobao, Tmall, Alipay, DingTalk, Ele.me, and Lazada.
Alibaba’s differentiator is full-stack control. No other Chinese tech company covers every layer of the AI stack with proprietary or heavily integrated technology. From Alibaba’s own chip design efforts through Alibaba Cloud to consumer applications, value flows through a single corporate architecture.
ByteDance: Algorithm-Driven Attention
Doubao operates with 157M MAU, using Seed v1.5 (Index: 62). Volcano Engine holds 14.8% cloud share. But the real asset is Douyin’s 600M DAU — an attention machine that makes AI features sticky. TikTok extends this globally.
ByteDance recaptured market leadership after DeepSeek’s shock, with ~40% of DeepSeek churners returning to Doubao. The “app factory” model — rapidly deploying AI features across ByteDance’s portfolio — proved more durable than any single model advantage.
Tencent: Social Graph Plus Payments
Hunyuan and Yuanbao process 10B+ tool calls per day. Cloud share sits at 7%, but that misses the point — WeChat’s 1.3B MAU and payment infrastructure create unmatched distribution. Mini Programs turn WeChat into an operating system.
Tencent’s moat is uniquely structural. WeChat isn’t just a messaging app — it’s the infrastructure layer for daily life in China. Embedding AI into WeChat means embedding it into payments, social connections, government services, and commerce simultaneously.
Baidu: Search Intent Plus Agentic Services
Ernie leads the MAU race at 200M users, running ERNIE X1 (Index: 60). Baidu’s AI-first strategy embeds Ernie into search, Apollo autonomous driving, and Maps. Integration with JD.com, Meituan, and Trip.com creates transaction surface.
Baidu achieved 200M MAU not through a standalone AI app but through ecosystem embedding: search intent flows naturally into AI-powered responses, which connect to commerce partners for transaction completion. This is the agentic commerce model in action.
The Competitive Matrix
Commerce vs Content (Alibaba vs ByteDance): Competition for transaction intent and purchase decisions
Social vs Search (Tencent vs Baidu): Competition for the information gateway and AI interface
Cloud Infrastructure (Alibaba vs All): Alibaba’s 35.8% lead vs. fragmented competition for enterprise AI backend
Each platform has its own distinct moat. The winner may depend on whether AI enhances existing strengths (favoring Tencent’s social) or creates new battlegrounds (favoring Baidu’s agentic focus).
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
