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Tencent: WeChat Deepseek—The World’s Largest AI Application

FUNDA·2025年2月17日

WeChat Deepseek could top 100M DAU; Tencent’s 200k H20 GPUs and longer search sessions drive monetization.

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On February 16, Tencent—China’s largest publicly traded tech company—rolled out a WeChat-integrated version of Deepseek, essentially embedding CoT capabilities inside the WeChat ecosystem.

Key Features

  • Full R1 Functionality
    WeChat Deepseek offers the complete feature set of DeepSeek R1.

  • WeChat Public Accounts Integration
    Unlike Bytedance’s DouBao or Deepseek’s own standalone products, WeChat Deepseek can search WeChat public accounts.

    • Think of WeChat public accounts as the combined equivalent of all U.S. blogs, Substack, and Medium content.

    • This is a major advantage over the META AI assistant, as WeChat’s high-quality content library far exceeds META’s.

  • No Access to Private Chats
    Currently, WeChat Deepseek cannot search personal chat records.

Because of WeChat’s massive user base, WeChat Deepseek is expected to quickly reach over 100 million DAU, making it the world’s largest AI product by user count.

Tencent’s Ongoing GPU Investment

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