# delivery
Latest news and articles about delivery
Total: 3 articles found
Meituan’s High-Stakes Gamble: Heavy Losses, a Fresh‑Food Buy and an AI Push to Hold the Delivery Crown
Meituan disclosed a dramatic shift to an estimated 2025 net loss of RMB 233–243 billion, yet has chosen to intensify strategic investments—buying Dingdong’s China fresh‑food business and upgrading its AI assistant—to protect its instant retail and delivery moat. The move underscores a broader industry turning point from subsidy‑led growth to a capital‑and‑efficiency contest over logistics, AI and fulfilment.
AI's Bubble‑Tea Blitz: Alibaba's Qianwen Floods Shops with Millions of Low‑Cost Orders
Alibaba’s Qianwen used a RMB 3 billion subsidy campaign to drive an early wave of AI‑powered shopping, triggering more than 10 million orders in nine hours and overwhelming some bubble‑tea shops and couriers. The promotion succeeded at user acquisition but exposed technical glitches, uneven merchant economics and limits in AI recommendations when customers sought novelty.
Alibaba’s Qianwen Moves Beyond Chat: One-Sentence Food Orders Signal a New Front in AI-Driven Commerce
Alibaba’s Qianwen AI has been upgraded into a transactional agent, enabling one-sentence food orders by routing natural-language intent to Taobao Flash Purchase agents. The feature marks a strategic pivot from chat to commerce, testing whether AI can become a reliable front door to instant retail within Alibaba’s ecosystem.