虎嗅

"AI in the Second Half: Can ByteDance Compete with Tencent?"

原文:AI下半场, 字节赢不了腾讯?

Summary of the Core Message

In the era of AI, the ultimate competition is not about the “hard power” of algorithmic technology, but about adhering to the fundamental principle that AI should serve humanity—namely, understanding human needs and maintaining a long-term industry order, rather than merely pursuing short-term traffic gains like short-video platforms.

Detailed Analysis

1. Why isn’t a strong algorithm the key in the AI competition? — Technology is a tool; the wrong direction is useless

Algorithms are like a car’s engine: more power means faster speed, but if the car is heading towards a cliff, the greater the power, the more dangerous it is. No matter how advanced an AI algorithm is, if it isn’t used to solve real human problems or to manipulate people (such as by excessively recommending content that leads to addiction, leaking privacy, or creating information silos), it will ultimately be rejected by users. For example, some apps once used algorithms to push vulgar content to increase traffic; the short-term data looked good, but users uninstalled them when they became annoyed—this is a clear case of technology going astray.

2. Why doesn’t the “traffic-driven” mindset of short videos suit the long-term future of AI? — Short-term pleasure won’t earn long-term trust

Short-video platforms prioritize traffic: algorithms continuously recommend content users like, keeping them engaged and generating revenue through ads. However, if AI adopts this approach (e.g., using algorithms to control user behavior or recommending unnecessary products), users will eventually realize the truth—just like eating junk food every day until you get tired of it. What AI needs is a “long-term partnership” with users, not fleeting satisfaction. Services that truly solve problems, such as AI health assistants or educational tools, are what users will continue to use.

3. What does it mean for AI to “serve humanity”? — It means understanding human nature and helping, not exploiting it

This is not just an empty slogan; it requires concrete actions:

  • Understanding real needs: AI customer service should be able to solve problems quickly (e.g., immediately checking the status of a lost package, rather than providing lengthy voice prompts).
  • Respecting user feelings: Recommendation systems shouldn’t push products users can’t afford or use “anxiety marketing” (e.g., claiming “you’ll miss out if you don’t buy now”).
  • Upholding boundaries: AI should not misuse user data (e.g., not selling it to advertisers) or harm people (e.g., using it to spread false information).

4. Why is a long-term order so important for AI? — It’s like traffic rules; without them, everything falls into chaos

A long-term order is the “traffic light” for the AI industry. If companies don’t follow rules (e.g., using AI to create fake videos or discriminate against certain groups), users will be hesitant to use AI, and governments will enact strict regulations. For example, AI face recognition technology was once used to spread fake news, leading to a trust crisis; only after regulations were implemented could the technology develop healthily. Order is essential for AI’s sustainable growth.

5. How can companies seize the opportunities in the long-term future of AI? — Combine technology with humanism

Relying solely on algorithms is not enough; “serving humanity” must be integrated into products:

  • Implement ethical safeguards: Establish AI ethics teams to review products’ impact on human behavior.
  • Listen to users: Regularly collect feedback and adjust AI functions (e.g., simplify complex responses).
  • Proactively follow rules: Set your own standards before the government does (e.g., commit to not disclosing user data).

In summary, the ultimate competition in AI is not about who has the best technology, but about who can make users feel that the AI truly understands and cares for them. That’s the company that will succeed in the long run.