Artificial Intelligence

The Chinese tech giant is absorbing AI’s cash burn as it prioritizes deployment over monetization.

Investors now have a clearer commercialization story, while Taobao Shangou shifts from subsidies to unit economics.

Even with revenue growth, investors will likely demand proof of scalable deployment and cash generation.

The CEO believes AI can cut production costs, bring in more creators, and support a new platform model for film and TV.

DAA for short, the metric is designed to measure how many AI agents complete useful tasks each day.

Xiaohongshu is elevating AI across its organization while trying to protect the community that made it valuable.

Heavier spending has wiped the tech giant’s profit and pushed cash flow negative, even as AI demand continues to outstrip supply.

Games and advertising still fund the company’s next act, but investors are asking when AI will become more than a spending line.