Chinese AI education moves are frequent: ByteDance pushed 'Doubao Aixue' to the core entry of the Doubao app in January 2026, Alibaba's Tongyi Qianwen launched 'One-Click Search Exam Papers,' and TAL's Jiuzhang large model showcased teacher-side 'Jiuzhang Lobster' and student-side 'Xiaojinglong.' QuestMobile data shows that as of Q3 2025, domestic AI education apps had over 120 million monthly active users.
But the US and China paths are starkly different. US companies 'empower teachers': Anthropic builds curriculum knowledge graphs, OpenAI builds teacher training academies, Google builds teaching workflow integration—they don't touch content itself, aiming to become the infrastructure of the education system. Chinese companies 'go direct to students': Xueersi, Doubao, Zuoyebang, etc., revolve around 'problem-solving,' with the core being paid conversion. TAL develops its own learning machines, large models, and content, forming a closed ecosystem.
The path difference stems from education systems: the US is decentralized with strong teacher autonomy; China revolves around unified exams, with students and parents' core need being score improvement. However, when all AI education products become problem-solving tools, the product actually used by students at scale is general-purpose large models like Doubao, leaving specialized AI education products in an awkward position.