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Baidu's AI agent Dazi becomes the fastest-growing in the office AI tool segment
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Pandaily
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Baidu's AI agent Dazi becomes the fastest-growing in the office AI tool segment

A fierce competitive battle has erupted in China's office artificial intelligence market, where Baidu's Dazi agent has taken leading positions in growth rates. According to the July AICPB rating, Dazi reached 6.74 million monthly active users on desktop computers. It only trailed Tencent WorkBuddy, which has 11.15 million users, but demonstrated a growth of 1063.79% month-over-month, the highest figure among all office AI agents.

During a product presentation on August 27, Baidu announced that the number of Dazi users increased nearly ninefold in the last month. Since its launch in March, the agent has undergone about 150 iterations, sometimes releasing updates almost daily. The current enterprise version includes 15 packages and 96 skills covering areas such as finance, law, product development and R&D, operations, and human resources. The number of daily queries since launch has grown 60-fold, and website traffic in July increased by 845% compared to the previous month.

The company attributes Dazi's advantage to organizational factors rather than purely algorithmic ones. Shen Dou, Vice President of Executive Affairs, asserts that an effective agent must not only possess a superior model but also deeply understand the user and be able to manage tools and professional methods. Dazi leverages the benefits of Baidu's full-featured cloud AI and its ability to customize delivery, which its competitors—Tencent's WorkBuddy, focused on communication and documents, and Alibaba's Qwen, focused on teamwork—reproduce less easily.

Behind the product is a broader strategic vision from Chairman Robin Li. At the AIDAY conference in June, he proposed the 'DAA' (Daily Active Agents) metric as a new measure of AI value, accounting for how many agents actually perform tasks daily, rather than just the volume of tokens consumed. In August, he outlined a course for ERNIE based on 'application,' suggesting strengthening through real, most important applications, including AI search, digital humans, Miaoda, Famou, and Dazi.

This strategy represents a self-sustaining cycle: real products define the models of what capabilities are significant; the model optimizes the execution of these tasks; adoption levels grow; and new usage data feeds into the next cycle. As functions converge in the industry, Baidu is betting that whoever implements this 'application-oriented' mechanism more deeply will become the leader in office AI that users will genuinely use.

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Alipay's Agency Commerce with Agent Abao Expands to Cars and Phones, Demand Shifts to Next Year
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pandaily.com

Alipay's Agency Commerce with Agent Abao Expands to Cars and Phones, Demand Shifts to Next Year

Ant Group CEO Robin Li stated at the Alipay AI ecosystem's first conference on August 17 that superagents will become ubiquitous within the next six to twelve months. As the mobile payment market has reached maturity, Alipay is seeking new growth markets, and agency commerce offers additional revenue and profit, not just stock redistribution, but the creation of new offerings, new demand, and a new division of labor.

Alipay aims to become a full-fledged industrial infrastructure for agency commerce by utilizing the superagent Abao. The company has completed the integration of over ten thousand services using AI and ensured cross-device support for five phone brands and sixteen automakers.

Li described the connection process in three stages: the era of search, when people learned the language of machines; the era of applications, when services were packaged into apps; and the era of agents, when machines begin to understand human language. Each such change transforms the commercial map.

In this regard, Alipay introduced its first full-stack agency commerce basic platform. Merchants without AI capabilities can gain comprehensive AI management through the open Alipay AI platform, which transforms pages, products, and service flows into Skills. More advanced sellers create agents and manage operations to obtain analytics, recommendations, and community member management.

Ant Digital presented the Agentar ecosystem publication, which acts as a superfactory for merchants. With one team and the desire to connect Abao, sellers can transform mini-programs into standard Skills accessible via Abao and distribute them across phones, car multimedia systems, smart glasses, and watches. Agentar includes over 200 seller Skills and offers role-level agents, such as an AI store manager who independently plans routes.

To ensure a higher degree of customization, Alipay engages FDE teams for consultation and custom development. Demand for these services has been postponed to next year. Li Jun predicts that intelligent services will strive for ubiquity and immediacy through the interconnection of multiple devices: adapting one seller allows services to be distributed via Abao across phones, car multimedia, AI glasses, IoT, and large model applications.

Companies such as Huawei, OPPO, vivo, and Honor, along with BYD, Li Auto, and Geely, attracted attention at the event; participants demonstrated voice ordering of KFC in cars and called taxis via phones. Abao covers major phone manufacturers, whose partner share exceeds 70%, and is present in sixteen automakers, collaborating with over sixty. Partners also include McDonald's, Mixue Bingcheng, Luckin Coffee, Amap, Didi, as well as Deppon, YTO, and Hive Box.

To achieve this speed of development, Alipay released AHA (Agent Hub Access), the first multi-agent cross-device interconnection protocol in China. This protocol solves issues of adaptation complexity and coordination security through domain authorization and data isolation. In collaboration with Qwen, Huawei, OPPO, vivo, Xiaomi, Honor, BYD, Geely, Li Auto, NIO, Deepal, SAIC, Bestune, StepFun, and Rokid, a multi-agent interconnection ecosystem initiative was launched, along with a stimulation plan of 100 million free tokens per person.

Li emphasized that agents will become a new communication channel between a billion users and ten million merchants, and someone must build a reliable foundation, connection paths, and open rules.

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