Andy
👤 PersonAppearances Over Time
Podcast Appearances
It's been put forward by Alibaba.
Now, the other player over there in China, which is ByteDance, they are winning in the space of...
like the way that open AI is winning with chat GPT in the consumer market.
Right.
I read just yesterday that approximately 70% of open AI is revenues come from individual consumers, prosumers, and just regular people paying for chat GPT access 70%.
So they're making a lot of their money and they're, they're on a big track, of course, with 800 million weekly users.
Um,
That's a really big, big play out there.
But ByteDance is winning in China with a system called Daobao, which is a kind of bun, right?
It's named after a Chinese tasty bun.
And they have 172 million monthly active users in September.
So that's in the scale of China's thing is not like the global achievement of OpenAI, right?
But it's compared to DeepSeek's app having $145 million and Tencent's Yuanbao, I guess also named after some kind of a bug, which lagged behind with only $33 million.
So globally, Daobao was ranked fourth on Andreessen Horowitz's list of the top 50 Gen AI mobile apps.
So you've got...
To recap, you've got Alibaba doing something very advanced in the world of enterprise in their research labs, and ByteDance winning in the consumer adoption space in China with their Daobao system.
Get your Gemini Translate earbud on there and enter them into a chat.
There you go.
Well, it is an RL-driven development environment, right?
So it's using reinforcement learning.