After Meta's personal agent Muse went viral, who is most likely to build a Chinese version of Muse
Meta's personal AI agent Muse launched on September 8, surpassing 2.5 million downloads in 13 days, with 642,000 daily active users on the US mobile end, nearly 3 times that of ChatGPT in its early launch period; on September 21, Meta's market value rose by more than $190 billion in a single day. The article benchmarks domestic players across four items—entry point, payments, ecosystem, and execution capability—arguing that Tencent's Xiaowei has the most similar foundation but is constrained by WeChat's boundaries, Alibaba's Qwen is closest to transactions but lacks lifestyle scenarios, and ByteDance's Doubao phone relies on simulated operations and faces platform risk controls; in the short term, it is more likely that butlers within each ecosystem will coexist.
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The article compares domestic tech giants across four dimensions—entry point, payments, ecosystem, and execution capability—to explain why a Chinese version of Muse is unlikely to emerge in the short term.
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