ai agent boom
The Download: China's AI agent boom, and GPS alternatives
Last year, China saw a boom in foundation models, the do-everything large language models that underpin the AI revolution. This year, the focus has shifted to AI agents--systems that are less about responding to users' queries and more about autonomously accomplishing things for them. There are now a host of Chinese startups building these general-purpose digital tools, which can answer emails, browse the internet to plan vacations, and even design an interactive website. Many of these have emerged in just the last two months, following in the footsteps of Manus--a general AI agent that sparked weeks of social media frenzy for invite codes after its limited-release launch in early March. As the race to define what a useful AI agent looks like unfolds, a mix of ambitious startups and entrenched tech giants are now testing how these tools might actually work in practice--and for whom.
Manus has kick-started an AI agent boom in China
Instead, they're built on top of them, using a workflow-based structure designed to get things done. A lot of these systems also introduce a different way of interacting with AI. Rather than just chatting back and forth with users, they are optimized for managing and executing multistep tasks--booking flights, managing schedules, conducting research--by using external tools and remembering instructions. China could take the lead on building these kinds of agents. The country's tightly integrated app ecosystems, rapid product cycles, and digitally fluent user base could provide a favorable environment for embedding AI into daily life.