Comment on the current status of the overseas "big three" in AI and the gap between China and the US in AI. 1. OpenAI (ChatGPT): The largest user base globally, with strong logical reasoning skills. Its logical chain remains the highest among the three, with the best quality in Agent and deep research functions, and the highest completion rate for document tasks. However, the experience with online search and deep research takes too long. 2. Google (Gemini): The native multimodal ceiling, with the image model banana also ranking first. It is the only one with full integration of the AI industry chain, from hardware, models, to applications. The advantages of the Google ecosystem are obvious, and the NotebookLM experience is also significantly ahead, capable of handling long texts with millions of tokens. 3. Anthropic (Claude): The absolute leader in the AI coding field, with Claude Code (v2.1) and Cowork as its two killer tools. AI engineering is far ahead, with tools like MCP and skills being highly productive. In previous comments on Chinese AI, many people were curious about how far the gap between China and the US is. 1. Large Models DeepSeek is the closest China has been to the US in the last 6 months. However, since the top models in the US are all closed-source, the gap between China and the US has not narrowed for over a year, currently still about 7 months apart, with a generational gap of 1 to 1.5 generations. 2. Computing Power and Advanced Chips Top computing power density + high bandwidth interconnect + advanced processes are absolutely leading. China tends to focus on efficiency/engineering optimization innovation, with at least a 2-year gap. 3. AI Research Output and Patents The foundational theories of AI are still dominated by the US, with a significant mountain to cross, and commercial implementation is ahead. China has the advantage of cheaper human resources, producing many AI papers and patents, but is still far from practical application. 4. Scalable Implementation China has advantages in certain scenarios, such as market density, supply chain, and talent. AI development is almost entirely led by Chinese teams. 5. User Scale China's Doubao daily active users have surpassed 100 million, with a total user base close to 200 million. ChatGPT has 317 million daily active users and a total user base of 800 million. Gemini has 150 million daily active users and a total of 650 million users, with a gap of 3 to 5 times.