巨亏233亿后all in AI，美团Tabbit能否撬开超级入口大门

止戈商业评论03-08

出品|止戈见闻作者 | 方剑维编辑 | 李知停3月2日，美团旗下光年之外团队低调宣布，全新产品Tabbit AI浏览器正式进入公测。尽管没有铺天盖地的宣传，但并不影响这是一款好产品，Tabbit AI浏览器承载着美团2025年巨额亏损后的战略反击期待。这是美团对阿里等巨头挑起“AI入口争夺战”的强硬回应，也是王兴力图将AI深度融入产品终局版图的第一张关键底牌。有疑问的是，在Perplexity的...

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AI浏览器便火速公测。这绝非巧合，而是美团面临残酷消耗战时的战略转折点。王兴曾明确表态，美团将从三个核心层面全面布局AI技术：即推出自研龙猫LongCat大模型的AI基础设施层、打造NoCode工具的工作AI层，以及包含小美、问小团和Tabbit的产品AI层。Tabbit无疑是“产品中的AI”这盘大棋中最激进的一步。它不再局限于美团APP内的垂直交易场景，而是试图成为用户与整个互联网之间的超级连接入口。零售电商专家一针见血地指出，如果AI搜索与浏览器成为本地生活的全新超级入口，其商业价值将演变为新一代零售电商基础设施的竞争起点，并彻底重构产业链。在阿里借助千问大模型与淘宝闪购打响同城入口争夺战、美团外卖市场份额降至50%左右的严峻背景下，Tabbit是美团抢夺AI时代流量入口的核心反击武器。只要用户习惯从“打开美团点外卖”变成“对着Tabbit下达指令”，美团不仅能守住基本盘，还能顺势拓展到全场景生活服务领域。2.美团的“AI军火库”策略在竞争极其白热化的AI浏览器红海中，Tabbit凭什么脱颖而出？早期测试用户的反馈给出了答案，Tabbit的Agent（智能代理）能力甚至比Comet还要出色，产品完成度极高且完全免费。在智能代理模式下，Tabbit将多步操作的执行效率做到了极致。相比需要15至30秒完成多步操作的竞品，官方数据显示Tabbit能在15秒内快速完成诸如预订特定价格区间商务舱机票等复杂的跨平台需求。用户可以将原本复杂繁琐的网页操作封装为可一键复用的智能指令。例如财务人员创建发票处理妙招后，可一键自动串联发票上传、提取、归档与生成报表的全流程，早期数据显示这能让工作效率提升47%。此外，其内置的NLP2Code引擎允许用户通过自然语言在30秒内生成准确率高达89%的JavaScript执行脚本。相比于需要支付每月20美元订阅费的国际主流竞品，美团将这项硬核的自动化办公功能免费开放给了大众。在模型能力的储备上，美团展现出了构建“AI军火库”的庞大战略。Tabbit的“全能输入框”并未将其局限于自家模型生态，而是全面聚合了DeepSeek、GLM、Kimi、通义千问、字节豆包、MiniMax以及美团自研的LongCat等顶尖大模型的最强版本。这意味着，用户在一个免费浏览器里，可以同时调用7个顶级大模型，并根据任务特性自由选择。面对复杂分析任务时可以选择推理能力极强的DeepSeek，需要处理长文本时可以调用Kimi，内容创作上豆包是极佳选择，而美团自研的LongCat模型则在垂直场景的深刻理解上具备先天优势。相比于仅提供单一闭源模型的诸多竞品，Tabbit海纳百川的多模型策略，凸显了美团不盲目全盘造轮子，而是力求掌控全球最优质算力资源以服务用户的野心。3.强敌环伺的AI浏览器红海美团想要杀出重围绝非易事，AI浏览器赛道已经挤满了各路顶尖玩家。从2024年主打工作流的Arc Max，到2025年相继爆发的Opera Neon、Perplexity Comet、夸克AI浏览器，再到拥有最强Agent Mode的OpenAI Atlas桌面端，竞争愈加趋于白热化。在这片红海中，Tabbit拥有全功能的免费策略、多模型集成的极高自由度以及与美团业务打通的独特护城河三大核心优势。在明显的优势之外，美团面临的挑战同样严峻。一是后发劣势，各路先发者早已占据了高端市场心智；二是品牌认知，大众对于“美团做浏览器”的跨界认知尚需时日建立。三是生态整合难题，庞杂的美团APP、商家系统与支付体系能否在全新的浏览器形态下完美融合，依然是一个充满悬念的考验。归根究底，美团做浏览器的深层逻辑，是为了在AI时代重构“人与服务”的连接方式。在传统的移动互联网时代，用户的核心行为逻辑是主动打开超级APP去搜索服务并完成下单。而在智能体时代，逻辑正逐渐演变为用户直接向AI下达需求，由AI在后台默默调用各类服务节点来完成最终交易。如果这种习惯一旦养成，传统独立APP的打开率必将迎来断崖式下跌。这正是王兴的隐忧所在：如果任由AI把控新入口，美团极有可能从不可替代的“超级APP”退化为纯粹的“后台履约服务商”。因此，Tabbit的战略意义就在于主动出击，帮助美团掌控AI时代的流量大门，无疑这条破局之路将会布满荆棘。AI浏览器深度的全网数据采集极易触碰用户隐私红线，带来严峻的监管合规风险。同时，改变网民们长达数十年的传统浏览器使用习惯难度极大。如果Tabbit这一次普及失败，美团在AI时代的防御战线将面临全面崩溃的危险。写在最后在这场史无前例的豪赌中，如果美团取得成功，将顺理成章地把控住AI时代的流量大门，并借此与本地生活业务深度融合，在万亿级即时零售市场中形成牢固的业务闭环。届时数据与AI的双重加持将成为其新时代的护城河；反之如果用户习惯难以被有效扭转，不仅无法抵御强敌的战略侵蚀，反而可能让Tabbit沦为历史上又一个烧钱未果的探索案例。2026年，注定是AI浏览器赛道狂飙突进的决战之年。随着Perplexity Comet、OpenAI Atlas等劲敌的步步紧逼，这场入口之战的帷幕其实才刚刚拉开。美团Tabbit最终能否杀出重围，取决于其业务打通的速度、用户认知的转变以及在商业扩张与隐私监管之间的微妙平衡。王兴曾感慨要追求AI时代最重要的机会去攀登最高的高峰，而Tabbit正是美团迈向这极顶的第一步。从公测首日的热度来看，Tabbit成功吸引了数十万的预约关注，但这并不等同于最终的胜利。说到底大众真正渴求的，是一款能免除多APP切换烦恼、只需一句话就能执行复杂任务、绝不侵犯隐私且完全免费的效率利器。Tabbit目前在功能体验与免费策略上做到了前两点，但隐私安全这个悬在所有AI产品头上的达摩克利斯之剑，依然需要时间与机制的严苛检验。-  推 荐 阅 读  -时事评论1快手天价罚单背后的不能承受之重2半亩花田月砸1亿营销，捧出国货护肤品第一股3Seedance 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