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AI入口之争，这家大厂或已找到逆袭的突破口

极客网01-20

科技圈最喜欢被打脸。三年前，激进派还在预言“生成式AI将彻底杀死搜索引擎”，今天，《华尔街日报》报道百度文心助手月活过2亿，结结实实地证明了一件事：搜索不仅没死，反而在AI的加持下完成了一次“秽土转生”。随着DeepSeek之外的“四小强”逐渐因流量和资金瓶颈掉队，中国AI市场的牌桌上，最终还是坐回了那几个熟悉的身影：字节、百度、阿里。一个新的缩写“BBA”正在取代旧的BAT。但这并不是历史的简单...

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counterattack","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"09888":1.95,"BABA":0.9,"09988":0.9,"BIDU":1.95},"content_text":"科技圈最喜欢被打脸。三年前，激进派还在预言“生成式AI将彻底杀死搜索引擎”，今天，《华尔街日报》报道百度文心助手月活过2亿，结结实实地证明了一件事：搜索不仅没死，反而在AI的加持下完成了一次“秽土转生”。随着DeepSeek之外的“四小强”逐渐因流量和资金瓶颈掉队，中国AI市场的牌桌上，最终还是坐回了那几个熟悉的身影：字节、百度、阿里。一个新的缩写“BBA”正在取代旧的BAT。但这并不是历史的简单押韵。在这场争夺战中，百度其实一直面临着一大难题：在字节的算法洪流和阿里的生态壁垒面前，搜索还性感吗？事实证明，搜索或许是AI目前最好的载体（好吧，为了不那么绝对，加上个之一）。字节的豆包，赢在算法和人性，那是娱乐的胜利；阿里的千问，靠闪电战拿下1亿月活，是资源的胜利。唯独百度，在这场战役中意外获得了一种“中立者红利”。据报道，目前文心助手能直接调用的MCP服务就有100多家，不仅接入了百度地图、百度健康等百度生态服务，而且链接了京东、美团、盈米基金等头部合作伙伴MCP服务，全面覆盖电商、健康、本地生活、学术教育、汽车、金融、法律、星座命理等多个领域，解决用户订票、出行、购物，理财与法律咨询等需求。此外，自家的百度搜索开放平台已收录了近5万行业MCP，随时可供调遣。豆包很难接入阿里的服务，千问也难去推腾讯和字节的产品。但文心助手有可能成为天然的聚合器。它接入京东买东西，接入美团可以搜各种餐厅，至于百度自家的各项服务，当然更是不在话下。在移动互联网时代被割裂成“信息孤岛”的服务，竟然在AI时代，被百度重新串联了起来。百度在这个阶段表现出的务实令人印象深刻。它没有去空谈什么AGI的宏大叙事，而是搞起了“多模态+全场景”。拍个蚊子问品种、对着冰箱食材教做饭、拍张数学题当家教，这些功能听起来不够“科幻”，但极其“刚需”。这就是文心助手2亿月活的底色：它正在从一个“连接信息”的工具，转身变成一个“交付服务”的平台。BBA的格局初定，意味着马太效应将前所未有的剧烈。对于百度而言，守住搜索这个大本营，并把它成功升级为AI入口，这场仗，还是有胜算。","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"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}