The consensus seems to be people think that Tencent is going to emerge as the biggest winner of this open claw craze because Tencent can leverage its huge chat app such as WeChat. Chinese tech companies are aggressively rolling out consumer-facing AI applications. Companies with massive, entrenched user bases can deploy these AI agents directly into existing workflows, creating immediate new monetization channels and driving user engagement without needing to build a new audience from scratch. LONG. Chinese regulators impose strict bans or limitations on the use of generative AI, stifling monetization efforts.