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The takeout war is the second time! Gao De's street-sweeping list is online, and Meituan AI takeout fights!

The smoke of the takeout war is still lingering. This time, the giants put the battlefield directly on the platform.

On September 10, Alibaba officially released the "Gaode Street Sweeping List" through its Gaode Map-a so-called "the world's first offline food list system based on behavior + credit", and promised never to commercialize it.At the same time, Meituan simultaneously announced the restart of "Dianping Quality Takeout" and shifted its core positioning to "AI+ Real High Score".

外卖大战二番!高德扫街榜上线,美团AI外卖迎战!

The seemingly accidental simultaneous release has already laid the foundation.This is not only a feature update or brand exposure, but also a strategic level of positive confrontation in the field of local life services. It is related to a comprehensive game of content traffic distribution rights, platform credit structure and AI capabilities.

From the perspective of product form, the underlying logic of Gaode's street-sweeping list is very clear: establish a decentralized food recommendation mechanism through users 'real store arrival behavior and individual credit portraits.Gao De CEO Guo Ning said at the press conference that the list will never accept commercial intervention. The goal is to "bring 50 million traffic to small stores across the country every day and attract 10 million consumers to visit stores on the spot."This is not a simple test of the list, but Ali intends to use Gaode, a platform with "extremely strong tool attributes + high-frequency use", to rebuild its infrastructure in the local life track.

The promise of "never commercialization"-to put it bluntly, it means giving up short-term GMV growth and using "trust" as a long-term moat.In contrast, Dazhong Dianping has been plagued by problems with advertising, topicings, and praise for many years, and the authenticity of content has long become a high-frequency point for users to complain about it.Ali's calculation is not complicated-he uses Gao De's hard entrance of "map + credit" to tear open the soft spots of Meituan, first to grab "the store" and then eat "the home".Don't forget that Gao De's usage scenarios are naturally highly bound to "local exploration".You search for "hot pot restaurants" in Gaode, click on the details, and see "Top 3 Recommended Street Sweeping List". Immediately navigate to spend, and everything is completed in a closed loop.And this process does not require public comment at all.

Seeing Ali attacking, it was certainly impossible for the Meituan to remain silent.Dianping announced the return of "quality takeout" on the same day. The core behind it lies in two things: AI-driven content reshaping and the dine-takeout integration model.

According to Meituan, quality takeout will be connected to the self-developed B-end model in the background, combined with historical million-level evaluation data, all takeout merchants will be re-modeled and screened, giving priority to the recommendation of "AI+ true high scores".Meituan is also very clear that "high scores are unreliable" have become a pain point for users, so they simply restart a new system and pull out stores with "good in-house food experience" to connect them to takeout to achieve "high-quality in-house food takeout".

This may seem to be a service upgrade, but it is actually Meituan's defense strategy under the crisis of content trust.Relying on large models to analyze comments, identify falsehoods, and screen user preferences is a reflection of Meituan's AI accumulation over the years, and it is also another technical path that competes with Gaode's "behavioral modeling."

But in the end, this battle has been upgraded from "platform to platform" to "system to system."The bottom layer of Gaode's street-sweeping list is the credit scoring system + navigation behavior analysis + in-store verification model; while the bottom layer of Meituan's quality takeout is the content identification system + merchant operation scoring + user feedback modeling.Neither side is as simple as making a list or a recommendation system.

The bigger point is that once Gaode establishes an effective user consumption behavior model in the "Street Sweeping List", it is very likely to copy this mechanism to other categories of local life, such as hotels, attractions, leisure and entertainment, hairdressing and beauty, and even local supermarket services.This is a signal for the reorganization and restart of Ali's local life matrix.However, Meituan must hold on to the main position of "takeout + arrival at the store", otherwise the entire high-frequency trading system will collapse.

Finally, don't forget one reality: against the background of user growth entering the ceiling, competition for entrances is the fundamental variable that determines the next round of ecological patterns.Gaode starts with maps and is Ali's last core platform that can still reach offline users at high frequencies; Dazhong Dianping is Meituan's first step from "seeing" to "pointing".One is that tool-based portals create data models, and the other is that community-based content platforms try to rebuild trust.This is not a "list war", this is a new round of war for control of traffic paths.

It can be said that whoever wins this battle will control the main switch on and off of China's local life and commercial entrance for the next five years.

外卖大战二番!高德扫街榜上线,美团AI外卖迎战!

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