Jyunmi Hatcher

Sorry, you're muted.

other uh you know big players start to think about this as well so that's my uh that was my big news my big takeaway is there's a lot going on with microsoft gotcha gotcha um i only have a other than gemini i only have quick a quick uh bit of news coming out of uh alibaba

So Alibaba is making a fresh push into the consumer AI with a new Quan Chatbot app built on its most advanced large language model and launched as a free mobile and web assistant in China.

Reuters reports that the app is built as a personal AI assistant, able to generate research reports and polish slide decks from a single command, and that an international version is planned.

Now, until now, Alibaba's AI investments lean toward enterprise customers through its cloud division.

This launch makes a strategic shift to compete head-on with consumer chatbots such as ByteDance's Daobao and DeepSync's Assistant and Tencent's offering in a home market where usage numbers are already massive.

So Quen also effectively rebrands Alibaba's earlier Tangi app, which never broke out.

Tracking data cited its coverage shows that Tangi is about 7 million monthly active users versus the 150 million for Daobao and other 70 million for DeepSeek.

So the move comes amid what Chinese media describes as a brutal AI price war, triggered in part by DeepSeek's low-cost compute strategy.

In that environment, Alibaba is not just launching a new app, it is betting that deeper integration with its browser's e-commerce ecosystem and cloud will turn Quen into a stickier daily assistant.

so uh so what drew me to this particular story is while it's not in line with all of the other ai stuff that's coming out in like the us and we'll talk about gemini 3 is is that um

within the own ecosystem of the Chinese models, there seems to be this race to the bottom for costs and acquiring more and more users and creating that platform, that integrated platform.

And we can see that's 100% what ChatGPT and OpenAI's campaign seems to be, or their business strategy.

So it does seem that it's not just us, it's them too.

So hopefully we'll see those international versions and see how they decide to release them as well and see if they can compete with the mindshare of ChatGPT.

Okay, so I've got...

I got this little intro for Gemini 3, and then I'm going to hand it over to you, Brian, because I know you said you would.

I'm just excited to get to Gemini 3.

Well, it is interesting that Google has an investment in Replit.

I wasn't aware of that because they're pushing out their own coding agents, right?