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Tang Daosheng's Internal Post Responds to Tencent's AI Slowness: AI Competition Is Not a Sprint, Endurance Matters More Than Early Start

Bubble signal: 0 · NeutralRelevance 35OtherChina
Source: IT Home · Published 2026-08-26

Summary

Tencent's senior executive vice president Tang Daosheng published an internal article responding to criticism that Tencent is slow in AI. He argues that AI competition is a marathon, not a sprint, and that the industry is still in its early stages, making long-term investment and capturing real scenarios more important than being first. Earlier, Pony Ma also admitted Tencent is not the fastest in AI but insists on taking the right path.

Bubble analysis

This news does not contain specific investment figures, but reflects Tencent's qualitative view on the pace of AI competition, which is a discussion at the expectation level and weakly related to the bubble question.

#china#tencent#ai-strategy
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