钛媒体:引领未来商业与生活新知 05月13日 15:46
China's AI Giants Race to Dominate "General Agent" Battlefield as Global Competition Heats Up
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2025年以来,通用AI代理已成为人工智能领域的新焦点,中国初创公司Manus凭借推出全球首款此类产品而备受瞩目。这一技术迅速吸引了中国科技巨头和全球AI领导者的关注,引发了一场关于智能软件下一代发展的军备竞赛。与传统AI聊天机器人不同,通用AI代理旨在成为全方位的数字助手,能够自主规划、调用工具并具备上下文记忆,从而完成报告撰写、演示文稿生成和研究等任务。市场竞争激烈,多家公司推出了各自的产品,如ByteDance的Coze Space、阿里巴巴的Flow State等。随着Model Context Protocol (MCP)的采用和商业应用的增长,通用AI代理市场有望迅速扩张。

💡通用AI代理是一种新型的AI,与传统的聊天机器人不同,它旨在成为全方位的数字助手。它们具备自主规划、工具调用和上下文记忆能力,能够完成包括撰写报告、生成演示文稿和执行研究在内的复杂任务。

🚀中国科技公司纷纷入局通用AI代理领域。ByteDance推出了Coze Space,阿里巴巴推出了Flow State,百度推出了XinXiang,联想推出了内置的通用代理。这些产品都旨在抢占市场先机,竞争激烈。

💰初创公司也在积极寻求商业化。MainFunc通过其AI搜索引擎Genspark推出了Super Agent,在发布后九天内就实现了超过1000万美元的年经常性收入。Manus作为市场领导者,其年经常性收入已达4150万美元,并且与阿里巴巴合作开发本地化中文版本。

📈通用AI代理市场预计将快速增长。研究预测,到2028年,中国代理行业的复合年增长率将达到72.7%,市场规模可能达到8000亿元人民币。这为创业者提供了新的融资和IPO机会,也为科技巨头带来了用户参与和云集成的机会。

AI generated

TMTPOST -- Since the beginning of 2025, "General AI Agents" have become the hottest trend in artificial intelligence, with Chinese startup Manus emerging as a breakout player after claiming to launch the world's first such product.

The buzz reached a fever pitch when invitation codes for its platform reportedly traded hands for up to 80,000 yuan ($11,000). The excitement quickly caught the attention of China's tech majors and global AI leaders alike, sparking an arms race in what many see as the next evolution of intelligent software.

In April, ByteDance, Alibaba, Baidu, Tencent, and Lenovo all made moves into the Agent arena, rolling out new products targeting multitasking and automated workflow execution. Many of these offerings are currently in invite-only beta, with limited user awareness and skepticism lingering over whether the technology truly delivers on its promise of being a "working AI" rather than just another iteration of chatbots.

Globally, OpenAI, Claude, and Microsoft have all launched Agent products or development platforms, accelerating the momentum.

What Are "General Agents"?

Unlike conventional AI chatbots that offer advice or generate text, General Agents aim to function as full-fledged digital assistants. Equipped with autonomous planning, tool invocation, and contextual memory, they can not only answer queries but also complete tasks—such as compiling reports, generating presentations, and performing research—often across integrated platforms.

For instance, DeepSeek might return a detailed text if prompted to generate an industry report. A General Agent, however, could deliver the same report complete with charts, saved in PDF or HTML format, without user intervention.

Notably, the development of a General Agent doesn't require owning a foundational large language model. Manus, for example, uses Anthropic's Claude and a customized version of Alibaba's Qwen model, alongside proprietary toolkits and reinforcement learning components. Its standout feature is deep integration via the Model Context Protocol (MCP)—a rising industry standard for AI resource coordination, akin to a "USB port" for intelligent software.

ByteDance's Agent platform, "Coze Space," leverages its in-house model Doubao 1.5 Pro and integrates with mainstream MCP tools like Feishu and GitHub. Its business model includes subscriptions, tech licensing, and enterprise solutions, with prices ranging from free to nearly $700 a year for corporate users. Backed by $75 million in funding and a $200 million valuation, Coze is currently in closed beta.

Alibaba's offering, "Flow State," positions itself for advanced research tasks, requiring longer processing times but delivering richly illustrated outputs. However, a recent test by "Wall Street Tech Eye" revealed significant flaws in Flow State's understanding of key Agent concepts, misclassifying tools and misidentifying developer affiliations—errors that raise questions about its readiness for commercialization.

Baidu, meanwhile, rolled out its "XinXiang" Agent, targeting average consumers with scenarios like travel planning and matchmaking. And Lenovo became the first PC OEM to launch a built-in general Agent, introducing its "Tianxi Personal Super Intelligent Agent" with edge-cloud hybrid deployment and localized AI processing, hinting at broader adoption across consumer devices.

While tech giants are focused on strategic positioning, startups are already monetizing. MainFunc, founded by ex-Xiaodu CEO Jing Kun, recently launched Super Agent through its AI search engine Genspark. Focused on data retrieval, presentation creation, and research, the product hit an annual recurring revenue (ARR) of over $10 million within nine days of launch, supported by 10,000+ paying users. Its base subscription is $20/month.

Manus remains the market leader with two subscription tiers at $39/month and $199/month, and an ARR of $41.5 million after just one month. With $7,500 raised and a $500 million valuation, the company has also partnered with Alibaba to develop a localized Chinese version.

Driven by MCP adoption and growing commercial applications, the General Agent market is set to scale rapidly. Research forecasts a 72.7% compound annual growth rate in China's Agent industry through 2028, potentially reaching 800 billion yuan ($110 billion). For entrepreneurs, it's a new frontier for financing and IPOs; for Big Tech, it's a gateway for user engagement and cloud integration.

As Alibaba CEO Wu Yongming recently emphasized, the company must "let go of past achievements" and "return to its entrepreneurial roots" in the AI era. Whether it's Alibaba, Tencent, Microsoft, or Google, the ultimate ambition is the same: to become the platform of choice in the AI economy.

The battle for AI dominance in 2025 may well be decided by the success and staying power of General Agents.

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