JD.com's bet on AI in the 'physical world': A misaligned competition with rivals

The data from WAIC 2026 can be summed up with a simple number: over 300 AI models were released by exhibiting companies, with large model categories accounting for more than 70%. However, JD.com's release of JoyAI-Talker and JoyAI-Video-Edit showed me a subtle counter-move—while almost every vendor was emphasizing "general-purpose," "multimodal," and "tens-of-millions parameters," JD.com bet its chips on two specific scenarios: "real-time interaction" and "video editing." This isn't just filling out the product line; it's a calculated strategic shift.