On the eve of Apple's launch of AI functions, Chinese AI companies have already taken the lead.
Zhipu launches autonomous intelligent agent AutoGLM
On October 28, reporters from The Paper learned that China’s AI unicorn company Zhipu launched its autonomous intelligent agent AutoGLM, which can control electronic devices instead of humans and complete common tasks such as ordering takeout, liking Moments, and purchasing high-speed rail tickets without using your hands. Mobile phone operation. At present, Zhipu AutoGLM can be adapted to 8 application software such as WeChat, Taobao, Meituan, and Xiaohongshu, covering functions commonly used in daily life such as online chat, online shopping, social networking, maps, hotel and train ticket booking, etc.
Zhipu told reporters that in theory AutoGLM can complete anything humans can do on electronic devices. It is not limited to simple task scenarios or API calls, and does not require users to manually build complex and cumbersome workflows. Its operation logic Similar to humans. However, according to actual experience, AutoGLM can currently perform common user operations in apps such as WeChat, Taobao, Meituan, and Xiaohongshu. More personalized operations have not yet been implemented, and it is not adapted to apps such as Didi, JD.com, and Pinduoduo.
Currently, AutoGLM is still in the internal testing stage and has not yet been officially launched. Users participating in the internal testing can experience and use it by downloading the installation package.
It is worth noting that Apple is about to release an AI assistant on the same day local time, and the AI intelligent agent launched by Zhipu this time is also regarded as a benchmark against Apple.
According to previous foreign media reports, the Apple Intelligence function launched by Apple will be officially launched publicly this week. The specific time is the same day as the release of iOS 18.1, that is, October 28, local time.
The artificial intelligence services currently provided by Apple include writing tool suites, photo cleaning, notification summaries, Siri enhancements, etc.
Judging from brokerage evaluations, many institutions are optimistic about this new AI agent. According to the analysis of Guotai Junan Research Report, AutoGLM accurately understands user instructions and can autonomously drive to complete App operations, providing a technical paradigm for mobile phone AI agents. It is expected to accelerate the implementation of AI Agents for mobile phone manufacturers, drive the replacement wave of AI mobile phones, and drive upward demand in the upstream industry chain.
Guotai Junan believes that AI agents are one of the main forms of large-scale model applications. The next generation product forms of computers and smartphones are considered to be AI phones and AI PCs equipped with AI agents. According to the consulting firm IDC, the market share of AI mobile phones and AI PCs in the Chinese market will exceed 50% and 80% respectively in 2027. However, the number of mobile phones equipped with AI agents is currently small. Model manufacturers such as OpenAI and Zhipu have reported cooperation with mobile phone companies, which will promote cooperation between model manufacturers, application software providers and mobile phone manufacturers. Have great market imagination.
However, this intelligent agent still seems a bit immature in actual operation, and there is a lot of room for improvement. According to CITIC Construction Investment, AutoGLM has become very proficient in using apps such as WeChat, Taobao, Meituan, and Ctrip, but there is still room for improvement. For example, AutoGLM pays more than 18 yuan when placing an order for Luckin Coffee, which is a significant premium. It seems I haven’t yet mastered the complicated “coupon-grabbing” gameplay of these brands.
Public information shows that Zhipu, founded in 2019, is a technology achievement transformation company of the Department of Computer Science of Tsinghua University. Zhipu completed a new round of financing on September 5 this year, with the financing amount reaching billions of yuan. The amount of this round of financing was completed based on a pre-investment valuation of 20 billion yuan, making Zhipu AI the first large model company in China to exceed a valuation of 20 billion yuan.
AI concept stocks rose sharply on the 28th. As of the close, Chuanzhi Education (003032) rose by more than 10%, Doushen Education (300010) rose by 20%, Dianguang Media (000917) and Simei Media (00271) rose by nearly 10%, and Huace Film and Television (300133) rose by more than 10%. 16%, and Entrepreneurship Dark Horse (300688) rose by more than 20%.
AI Agent (intelligent agent) has become a key battlefield for major technology companies.
According to public information, Google is developing a new project of the same kind, "Project Jarvis," which can automate Chrome web page tasks and is expected to be unveiled in December. After Claude, the Microsoft team released OmniParser, a screen parsing tool that can convert screenshots into structured data to help AI accurately understand user intentions. OpenAI also has a prototype of an AI agent that can control computers to complete tasks such as online ordering and automatic query and solution of programming problems.