1/ Tencent’s own foundation model Hunyuan is not impressive. However, OpenClaw-like applications doesn’t rely on any single model. Tencent can be more neutral than other Chinese internet giants which shall prioritize their models. So weakness in Hunyuan now becomes a strength.
2/ Chatbot-like applications like Yuanbao is cannibalizing WeChat, whether it’s eating more users’ time or it’s hurting WeChat’s user experience during CNY red pocket campaign. If Yuanbao becomes the best in competition, WeChat shall indirectly be weakened; if Yuanbao loses to Doubao etc., Tencent also loses. However, OpenClaw-like applications leverages and enriches WeChat ecosystem. Winning the OpenClaw-like competition is a more coherent strategy for Tencent.
3/ Tencent is one of the most trusted among tech giants in China. It’s security capability is one of the best in China, which is needed here.