Platform
Meituan
Meituan is a Chinese super-app built around on-demand food delivery and local services, listed on the Hong Kong Stock Exchange, that has expanded into AI with its 560-billion-parameter open-source LongCat model. Its decisions to restrict use of rival AI models within its platform and to develop proprietary AI infrastructure illustrate how Chinese platform-native AI is becoming both a defensive data-protection tool and an offensive competitive asset. For fashion retail technology, Meituan's platform architecture is a reference point for how delivery, logistics, and consumer transaction data can be integrated with AI recommendation and fulfilment systems.
Products & Services
LongCatTabbit AI-native browser (agent mode for autonomous multi-step web operations)
Coverage in Rack & Reason (7)
- Alibaba Pledged ¥380 Billion. Three Rivals Already Took The Ground.
- Alibaba Is Paying 380 Billion Yuan for a Moat Its Rivals Do Not Need
- JD.com and Meituan Banned Rival AI. They Meant the Data.
- Meituan Built a Browser. The Funnel Starts Before the App.
- Alibaba's ¥10 Billion Profit Drop Is the AI Trade It Chose
- Meituan's Largest Recommendation Gain in Two Years Runs on LLM Architecture
- Taobao Opens Convenience Stores. The Moat Is Physical.
First mentioned: April 2026