Unique Research · AI Industry Watch · 2026-10-13, Shanghai
SenseTime’s XiaoHuanXiong has doubled its monthly active users to 9.32 million. In the office-agent market, Tencent’s WorkBuddy is suddenly looking vulnerable at the top.
The overtaking move is about turning AI from a chat toy into something that actually does work. When the mobile app launched in September, the pitch was: give the command on your phone, let the computer keep running it — with file organization and data analysis bundled in. SenseTime CEO Xu Li put it sharply: “The measure of AI’s value is shifting from token consumption to task delivery.”
The big platforms are all betting on “personal agents” now. Ant’s LingGuang 2.0 and Alibaba’s Qwen Go! have entered internal testing one after another, with Meta’s Muse as the trigger — it passed 5 million downloads in under a month, faster than ChatGPT did back in the day. But flashy launches are one thing; real retention is another story that only the coming numbers will tell.
Looking at the head of the leaderboard, ChatGPT still runs away with it. Claude holds third place on the strength of high-paying professional users. Kimi’s domestic-site traffic halving looks alarming, but it’s actually the result of spinning off the international business — the overseas site caught the traffic instead.
The list also has a 54× growth “champion,” Hi3D, but its numbers don’t line up — most likely a distortion from a rename. At the end of the day, trials are getting cheaper while the people who pay long-term remain a minority. The competition has shifted from “how many people come to try” to “how many people actually use it to get work done.”