Reasons to Read

Discover how Alibaba’s Qwen is transforming conversational AI into agentic commerce, enabling end-to-end shopping, travel and payments across China’s largest digital ecosystem. Read this report to discover answers to these and other questions:

• How is Qwen leveraging Alibaba’s vast e-commerce, payments and travel platforms to execute complex, multi-step consumer journeys within a single interface?
• What does Qwen’s rapid scale to 100 million monthly active users reveal about product–market fit for AI-native super apps in China?
  How does Qwen’s agentic commerce capability compare with US initiatives such as ChatGPT’s Agentic Commerce Protocol and Google’s Universal Commerce Protocol?
• What are the implications of Qwen’s rise for incumbents like WeChat, Doubao and DeepSeek as they race to embed AI and protect engagement, data and monetization?
• Which consumer use cases—such as ordering food, booking multi-city trips and managing daily tasks—are emerging as early winners for agentic AI in China?

Data in this research report include/are: User metrics for leading AI platforms (including Qwen, Doubao and DeepSeek); examples of agentic, multi-step workflows across commerce and travel; and qualitative insights from hands-on testing of Qwen’s capabilities and consumer use cases.

Companies mentioned in this report include/are: Alibaba, ByteDance, DeepSeek, Tencent / WeChat, OpenAI / ChatGPT, Google