Tabbit办起“百日宴”，但美团AI的挑战才刚刚开始

第一财经06-09 21:06

美团为旗下AI原生浏览器Tabbit举办了“百日宴”。　　6月9日，美团旗下GN06团队宣布AI原生浏览器Tabbit 1.0正式上线，距离3月2日公测日正好100天。Tabbit负责人刘炯表示，“Tabbit百日发布代表着这个产品已经活下来了，而且活得非常健康。”　　除了Tabbit，近期美团持续公布AI进展，并且有多款产品落地。但新品总是面临挑战，业务关联度不高、与传统浏览器激烈竞争等课题，是...

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begun","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HMTD.SI":0.6,"03690":1.95,"MPNGY":1.95,"METmain":0.6},"content_text":"美团为旗下AI原生浏览器Tabbit举办了“百日宴”。　　6月9日，美团旗下GN06团队宣布AI原生浏览器Tabbit 1.0正式上线，距离3月2日公测日正好100天。Tabbit负责人刘炯表示，“Tabbit百日发布代表着这个产品已经活下来了，而且活得非常健康。”　　除了Tabbit，近期美团持续公布AI进展，并且有多款产品落地。但新品总是面临挑战，业务关联度不高、与传统浏览器激烈竞争等课题，是年轻的Tabbit需要解决的课题。　　美团加强AI布局　　现阶段受AI用于生成各类内容的影响，浏览器变得更加重要。但同时目前浏览器的产品形态较为落后，美团认为其中有很大的机会。　　据第一财经了解，Tabbit是浏览器形式的AI入口，内置多款头部大模型，用户输入需求后，Tabbit可自动执行跨软件、跨网页等各类复杂任务。　　在公测期间，Tabbit根据用户反馈保持每周迭代，累计更新超百项新功能，Agent任务成功率从3月的53.1%提升至目前的91.8%。5月数据显示，单用户月均Token使用量已达853万。　　从功能迭代看，Tabbit1.0版本新增了记忆功能，持续记录用户偏好、背景以及其他重要信息，并形成“可调用记忆”。　　刘炯表示，团队致力于打造一个开放的Skill生态，让浏览器从单纯的网页承载工具，真正进化为AI工作入口。　　网经社电子商务研究中心数字生活分析师陈礼腾对第一财经记者表示，美团此时布局AI业务，主要基于战略补课需求、光年之外团队技术成熟以及把握AI浏览器重构窗口期等原因。Tabbit作为继“深度研究”agent后的又一落子，旨在抢占下一代AI流量入口。　　对于目前Tabbit未关联美团的核心业务，陈礼腾认为美团意在探索AI增长点。Tabbit通过智能代理等能力帮助用户自动完成跨平台任务，同时为技术验证积累经验。挑战在于，Tabbit在C端存在感弱、决策入口缺失、业务关联度不高，且面临传统浏览器和AI原生浏览器的激烈竞争。　　除了Tabbit 1.0正式上线，美团在5月发布了“跑腿Skill”，将跑腿下单能力以封装Skill形式向AI助手生态开放，目前已有多家AI助手接入美团跑腿。此外，5月美团创新团队孵化的AI 原生社区“觅游”进入公测阶段。在落地场景上，这一社区或与美团旗下其他业务产生更多联动。 　　超级入口争夺战升级　　不仅研发团队持续推出新的AI产品，美团也在外部积极展开合作。　　6月8日，微信宣布面向开发者提供便捷接入微信AI生态的能力，用户可通过微信AI Agent调取小程序AI应用服务。　　第一财经记者获悉，美团、滴滴以及京东等公司已经接入。美团表示，作为首批内测团队，此前已与微信团队联合开发并测试接入。未来用户通过微信Agent调用美团外卖等本地生活服务，实现更智能、便捷的AI生活服务体验。后续美团还将持续扩展更多业务场景。　　此前，在美团一季度财报电话会上，美团CEO王兴曾表示：未来，除了服务消费者（To C）和商家（To B），服务AI Agent（To A）正变得越来越重要。　　除了美团，滴滴也表示作为首批合作伙伴，已与微信团队合作将核心网约车服务融入微信AI Agent。未来，用户通过微信内AI交互，即可直接唤起滴滴快车、专车、特惠等服务。据了解，滴滴顺风车、滴滴代驾等更多服务也将接入微信AI生态。　　陈礼腾认为，接入微信AI生态使美团等公司获得流量赋能，实现“服务找人”转变，形成生态协同。这标志着AI应用从工具向服务延伸，深度融入日常消费场景，超级入口争夺战升级，多极竞争格局形成。　　艾媒咨询CEO张毅认为，各平台集体接入微信AI生态，最主要的原因在于微信的高流量和高活跃用户规模。目前各平台自有的AI产品打开率并不高，借微信强化对话交易和交互习惯，对平台自身有益。此外，美团、京东和滴滴等平台此前与腾讯多有交集，在协同关系和资源互补方面比较到位，磨合起来相对比较简单。对各平台而言，接入微信AI生态后有利于零门槛获取增量订单，AI推广亦能降低成本。此外公私域联动有利于提升用户价值，积累智能体落地经验。　　此外，张毅认为上述合作也存在挑战，例如平台会丧失流量的主导权，甚至数据分成规则等会受到挑战。此外各平台的重合业务共用一个入口，长期看成本并不会减少，反而会加剧架构内服务的竞争。（文章来源：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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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