Wall Street Breakfast

Alibaba’s Qwen is coming for ChatGPT

4 snips
Nov 13, 2025
Alibaba is revamping its AI app to mimic ChatGPT, adding innovative shopping features. Meanwhile, Baidu is unveiling new AI chips aimed at achieving chip independence for China. In economic news, the White House warned that critical job and CPI reports for October might never be released due to recent shutdowns. The podcast also touches on trending topics like Weight Watchers' plans for a new obesity pill and Waymo’s ambitious launch of autonomous freeway rides in major cities.
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INSIGHT

Alibaba Targets ChatGPT-Style AI Agent

  • Alibaba plans to revamp its mobile AI app to more closely resemble ChatGPT and rename it Quinn.
  • The company aims to add shopping-focused AI features and eventually make Quinn a fully functioning global AI agent.
ADVICE

Roll Out AI Commerce Features Gradually

  • Expand AI features gradually within existing apps to integrate commerce use cases across platforms.
  • Dedicate focused developer resources to accelerate feature rollouts and support international expansion.
INSIGHT

Baidu Reveals Homegrown AI Chips

  • Baidu unveiled the M100 inference chip and the M300 training+inference chip at its AI conference.
  • These chips support China's push to reduce dependence on foreign semiconductor suppliers.
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