Pony Ma
Co-founder and CEO, Tencent China
ChinaCenter-left
Steady and sure-footed — spend big on AI, but never spook the Party or WeChat's walled garden.
- AI mega-year
- Only area spending
- Yuanbao
- WeChat walled garden
- Moved too slowly
- Hunyuan model
- Gaming scary strong
- Steady sure-footed
- DeepSeek moment
- Billion-yuan red envelopes
Community poll — liberal or conservative?
Liberal 867 (43%)(57%) 1131 Conservative
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- Action
Tencent's AI application 'Yuanbao' would distribute a massive 1 billion yuan (~$144 million) in cash red envelopes during the Lunar New Year holiday.