With continuous breakthroughs in key technologies such as generative artificial intelligence (AI) and AI agents, the global industrial structure and corporate behavior paradigm are undergoing profound transformation. Chinese companies are at a critical transition from "technological breakthroughs" to "systemic reconstruction." Therefore, studying the paradigm shift in business ecosystems and understanding how companies can build structural advantages has become a core issue.
Co-authored by Dr. Yu HU and Prof. Zhaoli MENG, the report entitled “From Traffic-Oriented to Ecosystem Design: New Competitive Logic in the AI Era” (《从流量本位到生态设计——AI时代的新竞争逻辑》) was published in the August Issue of Harvard Business Review China. The report argues that the keyword of this era is no longer "competitor" but "constructor", and the transition from "fast runners" to "builders" is a strategic transformation that every pioneer must face. Within this logic, different types of Chinese companies should proactively assume different systemic responsibilities to form a "hybrid orthogonal business ecosystem" with strong systemic vitality.
Dr. Yu HU is co-founder of iFlytek, adjunct professor at HKUST (GZ), as well as CTBE's advisory committee member, while Prof. Zhaoli MENG is CTBE's associate director and professor of business practice at the Department of Information Systems, Business Statistics and Operations Management, HKUST Business School.
You can find the report in the section of Publications under the tab of Research.