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A | 刚刚,阿里和腾讯几乎同时干了一件类似的事:合并自家龙虾团队。 At a small shelter in Uganda, members of the LGBTQ community seek refuge from persecution after their government enacted one of the world's harshest anti-homosexuality laws earlier this year.Henry, whose full name is being withheld for safety reasons, runs the shelter along with a local clinic he says also serves the general community."Somebody has just called me that they need shelter. He has been evicted, and he's on his way," Henry told ABC News foreign correspondent James Longman.A man named Emmanuel arrives -- he says he hasn't slept in days and is seeking a place to stay to keep him off the streets. Later, he tells ABC News that he's estranged from his family and recently got kicked out of his home after the landlord spotted his boyfriend visiting."Every day that goes by, you feel like it's becoming more like you're in a box," said Emmanuel, whose full name is being withheld for safety reasons."My biggest fear is the police can find me anywhere," Emmanuel said.Despite that fear and the risk of showing his face, Emmanuel said he's tired of hiding."I wouldn't want to live in the fear. I'll stand in, to be that person who is not scared of being who I really am," Emmanuel said.Uganda has effectively made being gay illegal of what the law calls "aggravated homosexuality" -- up to life in prison or even execution. Someone simply advocating for gay rights could serve up to 20 years behind bars. Renting up a room to a gay couple could result in a 7-year prison sentence.Critically, failing to report same-sex acts to the police is also a crime, creating a culture of suspicion that people like Henry and Emmanuel have seen firsthand."Right now, I'm one of the victims of the bill," said Henry, who has been targeted and arrested before for helping gay people. Since ABC News' visit to the clinic, police raided and shut Henry's clinic down. Henry was arrested and released.
Hiding in plain sight
Just before the new law came into effect, Mona Lisa, a 29-year-old trans woman, had her home raided by Ugandan authorities. She was jailed for three months on charges of "homosexuality propaganda."Her apartment is the only place where she feels safe to be her true self. She pulls out a small suitcase from on top of a shelf. Inside, her prized outfits are stashed away in secret.Donning a bright blue and yellow-patterned wrap and matching pants, a dark brown bob, and red lipstick, Mona Lisa says, "I feel perfect. I feel like this is the Mona I want to be like on a daily basis."While there was a time when it was safer to be her true self in public, she says, "It's not happening now."Meanwhile, 27-year-old Eric was also arrested earlier this year. Inside his home, the young activist wears a striped rainbow shirt and his home is filled with color. His full name and location are being withheld for safety reasons.But it's not safe to go out like this, Eric says.For Eric and his friends, just existing is a form of defiance. On this night, going out to a club is their act of resistance."You can't go alone out -- in case something happens. You can't just go alone," Eric said.Gay clubs in Uganda have been shut down, so the group of friends head to a local dance party instead. It's not illegal to have a good time, but those who are gay understand the risks.Despite the positive energy at the party, there's potential danger lurking beneath the surface. One complaint, one annoyed neighbor, one over-curious passerby, and it could all end with police sirens and violence.Yet, for Eric and his friends, they say this release is crucial for their survival."I surround myself with people that accept me. It's important," Eric said.Denying the law's impact: 'We look at gay as a deviation'
Asuman Basalirwa is one of the Ugandan lawmakers who sponsored the new law and says other countries should respect Uganda's sovereignty."For us, we look at gay as a deviation," Basalirwa told ABC News.During a two-hour interview with Longman, Basalirwa repeatedly denied the negative impact of the new law on LGBT Ugandans."Let me tell you, I am a lawyer here, if anybody is being persecuted for existence, give me their contacts, I'll represent them free of charge. Where are they?" Basalirwa said.But Ugandan Human rights attorney Nicholas Opiyo says, "the stories I hear every day is different from what [Basalirwa] would want to tell you.""I have people who have been raped who are afraid to go to hospitals, because of fear of being reported. I have people who are hiding in their houses and are calling me for medical help, for food," Opiyo told ABC News.Exporting hate through evangelism
The Anglican church has spearheaded the anti-LGBTQ movement in Uganda, where more than 80% of people are Christian and nearly 14.4% of people are Muslim -- with a heavy emphasis on "traditional family."Pastor Simeon Kawiya leads a Christian church in Kampala and is a supporter of the new anti-homosexuality law. Kawiya believes that being gay is taught and not how people are born."It's not a human right to be gay. It's not," Kawaiya told ABC News."The Parliament of Uganda voted 100% in favor of anti-LGBT law. I mean, the whole country voted that way," Kawaiya continued.More than 30 African countries ban same-sex relations, according to Human Rights Watch.But some people, including preacher Kapya Kaoma, claim anti-LGBTQ sentiment on the continent has been influenced from the outside."The whole idea of the persecution of African LGBTQ people did not come from Africa. American Christian rightists are behind it," Kaoma told ABC News.While working as a preacher in Uganda, Kaoma took videos of American preachers speaking against homosexuality in the country that became part of the award-winning documentary, "God Loves Uganda."Several media outlets, including Open Democracy, have reported that U.S.-based Christian groups -- known for fighting everything from access to abortion to limiting LGBTQ right -- spent tens of millions of dollars across Africa over the last decade or more.The origins of the new anti-LGBTQ law in Uganda can be traced back to 2009, when a bill nicknamed "Kill the Gays" was drafted in parliament. It finally passed in 2014, but was struck down before it went into effect."The American Evangelicals also learned something. What they started doing is having conferences -- Africans with American Christian rightists coming together," Kaoma said.Just before the new anti-LGBTQ law went into effect earlier this year, the government of Uganda hosted a conference titled, "Protecting African Culture and Family Values," which included members of parliament and Uganda President Yoweri Museveni, who posted parts of it on his social media channels."There will be no promotion of homosexuality in Uganda," Museveni said.Ugandan state TV also showed Sharon Slater, head of Arizona-based evangelical group, Family Watch International, speaking at the conference."I cannot tell you the power that I think will reverberate across Africa that will affect the whole world from this conference…We must stop this cultural imperialism that is coming and destroying our children and our families," Slater said.Shortly after the conference, Museveni signed the anti-homosexuality bill into law."Sharon Slater cannot deny those connections, she has people working with her on the ground in Uganda," Kaoma said.Family Watch International denies it helped author Uganda's anti-LGBTQ law. According to their website, the group says it opposed the bill and the penalties, including the death penalty and the part that would punish people for not turning in others."Family Watch pleaded with Uganda's president that if he planned to sign the bill, to ensure that it be softened to include a safe-haven clause whereby people with unwanted same-sex attraction can voluntarily come forward to ask for help without fear of being arrested or penalized," a statement on their website said.Opiyo, the human rights lawyer, told ABC News, "Who I have sex with, who I love, is less important to a common person in the village.""Evangelical and cultural groups have jumped on this campaign as an issue for them, and have created a sense that there's widespread hatred in this country," Opiyo said.Looking ahead
The United States government invests nearly $1 billion annually in Uganda, according to the U.S. Embassy in Uganda.When asked what material response the Biden administration is planning, U.S. Secretary Antony Blinken told reporters at a press conference, "[Uganda's anti-homosexuality act] infringes very clearly on the human rights of Ugandan citizens…President Biden directed the government to evaluate all aspects of our engagement with Uganda…That process is ongoing and when I have any news for you on that front, I will share it."It's unclear if U.S. sanctions would have any effect.The World Bank has already stopped lending to Uganda and the European Union denounced the bill as well.Meanwhile, many of the young people in the country who spoke to ABC News wonder how they will survive in a country determined to punish them for merely living their lives."For me, it's all about freedom. Let us live in the moment, and be loved," Mona Lisa said.ABC News' Allie Weintraub, Jaclyn Skurie, Meagan Redman, and Stephanie Lorenzo contributed to this report.。 阿里整合QoderWork、悟空、MuleRun三款智能体产品,将推出千问办公。 腾讯则将QClaw产品中心相关业务和部分团队调整到云产品六部,也就是WorkBuddy所在部门,换言之,鹅厂手里两只“龙虾”也要整合了。 两家巨头,同样的动作,巧合吗?当然不是。 今天是7月21号,短短半年,大厂龙虾已经跑完了一个小周期↓ 2025年底,OpenClaw横空出世,点燃了整个行业的热情。 2026年Q1,大厂纷纷入局,产品井喷,百龙虾大战开打。 2026年Q2,头部产品跑出数据,腰部、尾部产品开始掉队。
B | 2026年Q3,整合开启:阿里三合一,腾讯二合一,大厂内部洗牌结束,行业进入淘汰赛。 阿里:三只龙虾合成一只 阿里的龙虾布局,一度是“三头并进”的局面。(其实阿里系还有第四只虾:无影旗下的JVS)。 QoderWork,2026年1月上线,主打桌面AI智能体工具,用户通过自然语言指令即可让AI操作本地应用和文件,完成文档生成、数据分析、文件整理等任务。 在三款产品中,QoderWork的用户规模和口碑最优。 悟空,2026年3月17日由ATH事业群发布,依托钉钉生态,强调企业协同办公,深度集成企业权限与安全沙箱。

C | MuleRun,早在2025年8月就悄悄上线,是阿里云内部孵化的Agent执行引擎,主攻海外市场,已覆盖43个国家,支持多Agent协同。 当时拿到第一批骡子测试码的我,还搞不懂这到底是个啥,现在回头看,当时那个所谓的“封装经验、知识即资产”,不就是后来大火的Skill吗。 阿里三款产品分属不同团队,场景侧重各不相同,但在企业生产力这个大赛道上,功能重叠越来越严重。 资源分散、各自为战,难以形成合力。 转折发生在今年6月。 钉钉创始人陈航卸任,陈宇森接棒,成为阿里最年轻的事业部CEO。 新官上任第一把火,就是推动三款产品的整合。

D | 7月初启动,现在三合一的千问办公就要出炉了。

E | 以QoderWork为基座,融合悟空的企业协同能力和MuleRun的全球化执行引擎,打造一款面向企业生产力场景的拳头产品。

F | 讲真,这个整合的思路听着还蛮有道理,把各自优势都结合了 然而,产品整合易,团队整合难。 跨团队协同、资源重配、与钉钉既有企业客户生态的深度耦合,每一道都是硬骨头。 钉钉2025年营收超过40亿元,在制造、政务、教育和传统行业中小企业市场拥有庞大客户群。 千问办公的商业化还在起步阶段,如何与这棵大树协同生长,是陈宇森必须回答的问题。 腾讯:两只龙虾的终局 腾讯这边的故事更有戏剧性。 QClaw是腾讯基于OpenClaw开发的本地AI助手,由一位1999年出生的产品经理张舒昱主导。

G | 这个妹子2025年9月加入腾讯电脑管家,带领5人小团队、零营销预算,在2026年3月内测后一周用户量突破数百万,迅速爆火,引起腾讯高层关注,项目随即升格为公司核心战略。 但故事的后半段急转直下。

H | QClaw出海版在4月用户访问量环比暴跌99.19%。 6月29日,张舒昱正式离职,在腾讯仅待了10个月。 另一边,WorkBuddy的表现堪称炸裂。 这款由腾讯云CodeBuddy团队开发的桌面Agent工具,2026年1月在腾讯内部开放体验,2月公测,6月正式发布企业版。 到7月,官方宣布PC端AI办公智能体DAU第一,全平台MAU 2000万,DAU1300万以上。 据说,腾讯内部已经将WorkBuddy定位为“QQ、微信之后的第三个现象级产品”。 当一只龙虾已经跑出了现象级数据,另一只龙虾的命运其实早已注定。 QClaw并入WorkBuddy,是资源向胜者集中的必然选择。(其实鹅厂也还有一只虾:Marvis) 为什么大厂不赛虾了 阿里和腾讯几乎同时做出类似动作,我觉得背后原因大概有这么几点↓ ①功能趋同,差异化空间收窄,自家龙虾互掐。 无论是QoderWork、悟空还是QClaw,核心能力都指向同一个方向:自然语言驱动、本地任务执行、跨应用操作、文件处理、数据分析。

I | 当底层大模型能力趋同、开源框架(如OpenClaw/Hermes/OpenCode)将基础能力拉平之后,产品之间的差异越来越小。 继续维持多条产品线并行,意味着资源分散、品牌模糊,最终可能一条线都跑不出来 与其让多只虾在同一片池塘里互相抢食,不如拢成一只大虾,集中火力对外。 ②技术收敛,端云协同、Harness架构成为行业共识。 龙虾类产品的技术栈正在快速趋同。 早期各家还在本地部署和云端部署上做不同选择,到2026年中,端云协同架构几乎成了行业共识。

J | 当技术底座趋于统一,分散的产品团队就失去了独立存在的理由。 整合的核心价值并不只是减少产品数量,更是建设统一的智能体Runtime,也就是更稳定更智能更安全的Harness层。 ③算力成本高,商业化压力倒逼组织提效。 AI智能体的烧钱速度远超预期,尤其是对tokens的小号远超对话式AI。

K | 算力成本、模型调用、用户补贴,每一项都是真金白银。

L | 大厂必须证明这些产品能赚钱,合并团队、砍掉冗余、共享推理基础试试,集中资源做商业化,是最直接的路径,对烧钱速度的改善也是立竿见影。 ④从养虾到用虾,行业进入深水区。 这届WAIC,大家的共识是:OpenClaw龙虾的热度高峰已过,但智能体作为一条产业主线依然生机勃勃。 这个阶段,需要的是深度整合的行业解决方案,而非浅尝辄止的多点试探。 还有一点,龙虾产品的竞争已经从单点工具升级为平台入口之争,分散的产品线无法形成统一的入口体验,合并是为了在生态卡位战中集中兵力。 从3月全民养虾到7月大厂合虾,短短四个月,龙虾赛道已经走完了从野蛮生长到理性整合的第一程。 对大厂来说,龙虾确实卷到头了:从拼数量转向拼质量,从抢首发转向拼留存,从做工具转向做平台。 而对广大用户来说,虾少了,但每只虾可能都更肥了。 因为,我们原本就不需要那么多虾。
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