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

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

Evaluating Costs, Competitive Advantages, and Monetization Potential

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FundamentalBottom
Feb 17, 2025
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Deep|Tencent: WeChat Deepseek—The World’s Largest AI Application
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Disclaimer: The content provided in this newsletter is for informational purposes only and does not constitute investment advice. We are not registered investment advisors, and nothing in this newsletter should be construed as a recommendation to buy or sell any securities. Always do your own research and consult with a licensed financial professional before making any investment decisions.

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.

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