The era of AI has truly arrived

When WeChat / Alipay was focused on payment gateways, this battlefield has now been shifted entirely to the gateway of AI large model applications.

Tencent and Baidu almost simultaneously invested heavily during the Spring Festival, with 1.5 billion cash red envelopes, not for the envelopes themselves, but for a longer-term goal:

👉 To make "consulting AI when in need" an instinctive action for users.

🔹 Tencent (Yuanbao App)

Total amount: 1 billion cash red envelopes, with a maximum single envelope of 10,000 yuan

Activity time: Officially launched on February 1 (can be reserved in advance on Yuanbao App)

Gameplay highlights: Emphasizing new AI gameplay + grabbing red envelopes, calling on everyone to experience AI interaction

🔹 Baidu (Wenxin Assistant / Baidu App)

Total amount: 500 million cash red envelopes, with a maximum single envelope of 10,000 yuan

Activity time: January 26 → March 12 (covering the entire Spring Festival + Lantern Festival)

Gameplay highlights: The core is to participate in AI interaction and collect cards with Wenxin Assistant to share the red envelopes

Now, the nation's leading AI is Byte's Doubao, with over 170 million monthly active users. Alibaba's Tongyi Qianwen has yet to make a move, and the next super app with 1 billion daily active users may very well emerge from AI assistants.

The question arises

When Web2 is desperately competing for the AI gateway with real money,

Could it be time for the next main line in the cryptocurrency circle to also focus on the "new AI sector"?

#达沃斯世界经济论坛2026 #AI