美团AI大动作，防守还是进攻？

第一财经

11/03

在2023年收购光年之外后，美团对大模型的追逐一度按下暂停键。而在今年，美团突然加快了动作。9月推出大模型LongCat-Flash-Chat后，美团陆续推出了推理模型 LongCat-Flash-Thinking以及视频生成模型LongCat-Video。11月3日，美团继续在AI上“加码”，发布并开源LongCat-Flash-Omni，同时LongCat官方App上线。据第一财经了解，该...

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LongCat-Flash-Thinking以及视频生成模型LongCat-Video。11月3日，美团继续在AI上“加码”，发布并开源LongCat-Flash-Omni，同时LongCat官方App上线。据第一财经了解，该App目前支持联网搜索、语音通话等功能。对于上述APP的更多细节，美团方面并未做更多披露。但在业内看来，平台之争的战火已经逐步烧到了AI能力比拼上，美团显然不能再“捂着”了。今年以来，几大本地生活平台在AI上多有暗战。比如，高德9月推出的“高德扫街榜”就有不少AI功能，例如“卫星求救”功能可以用AI技术记录用户轨迹。京东在JDD大会上官宣了电商创新AI架构体系Oxygen，贴合人脑的决策模式以进行智能推荐。而美团也在反击，在阿里推出高德扫街榜的同一天，美团宣布大众点评宣布“重启”品质外卖服务，通过B端自研大模型，以“AI+真实高分”为用户提供决策。“从平台间的竞争态势看，美团推出大模型既是防守，也是进攻。”艾媒咨询CEO兼首席分析师张毅表示，美团推进大模型，一方面是为了构建本地生活业务的护城河，美团相关业务正在被抖音、京东、阿里等平台合攻，构建AI入口是为了守住流量和交互的起点。“另一方面，美团也在通过AI进攻，通过AI将“人找服务”转变为“智能服务匹配人”，让业务变得更加顺畅，同时AI对C端和B端的赋能也能盘活整个生态的效率。”张毅说。工信部信息通信经济专家委员会委员盘和林则对记者表示，美团发展大模型，主要是想从外卖抽佣转向中小企业服务，尤其是美团下游有大量服务业商家的情况下，大模型可以在很多业务场景落地，商家使用大模型的门槛也不高，例如美团商家可以用AI大模型修饰菜品图片。“从速度看，其他互联网公司相比布局速度落后，但考虑到实际业务布局，速度落后带来的影响不大。”盘和林认为，美团作为商家平台，触达商家用户的能力很强，AI关键不在于技术，而在于使用，如何将外卖客户转变为AI客户将是重点。(本文来自第一财经)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}