Qwen Office sold 100K one-cent memberships via Li Jiaqi's livestream: AI isn't a commodity yet
APPSO · wechat · 2026-11-08
Qwen Office CEO Chen Yusen appeared in Li Jiaqi's Double 11 livestream, selling one-cent monthly memberships: 50K sold in 10 minutes, 100K in 30 minutes — representing 2 trillion tokens of compute quota but only 1000 RMB in actual revenue.
- Most of the stream was live demos rather than hard selling, deliberately avoiding jargon to translate abstract "efficiency" into relatable scenarios.
- The core argument: the AI industry obsesses over commercialization (ARR, subscriptions), but lacks commodification — packaging abstract capability into a product with clear use and understandable value, the way lipsticks are sold by shade and texture.
- The industry is experimenting: token packs (Tmall made tokens a promo category), task-oriented subscriptions (CodingPlan), hardware entry points (Humane AI Pin failed, Rabbit R1 saw returns). What models can do is ceding ground to why people buy and how they'll use it.
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