Longcat
Longcat is the 'Blue Collar AI' that connects the digital and physical worlds; while others build poets, Meituan built a reasoning engine designed to optimize millions of delivery routes and power a fleet of autonomous city delivery robots.
Revenue
Undisclosed
est.
Profitability
Unknown
Division
Artificial Intelligence
Public Subsidiary
Headquarters
Beijing
Wang Xing
Operating Model
What They Do
Longcat is Meituans proprietary large reasoning model (LRM). It uses a sophisticated Mixture of Experts architecture (560B total parameters) to power Meituans autonomous delivery vehicles, drones, and merchant side automation tools.
Who They Serve
Moat: Where They Win
Physical World Reasoning
Longcat is trained on the worlds largest dataset of urban delivery and local service interactions.
Autonomous Mastery
It powers over 2,000 self driving vehicles that have completed over 1 million autonomous orders.
Efficiency First MoE
Dynamically activates only 27B parameters per token to keep inference costs low enough for high frequency logistical use.
Business Model
Model Type
Revenue Streams
Profitability
Status
Unknown
Revenue
Undisclosed
est.
Division
Artificial Intelligence
Public Subsidiary
Margin Profile
Unique. Longcat's primary ROI is measured in 'seconds saved per delivery.' Its 20% efficiency gain in customer service and 44% reduction in sales workload drive massive bottom line expansion for the parent conglomerate.
Catalyst: Why Now
CEO Wang Xing is 'all in' on AI. In 2025 and 2026, Longcat moved from internal testing to the 'front end,' now powering a conversational food ordering interface that handles vague requests like 'I want something spicy but healthy for two people.'
Competitive Landscape
* Competitive threat index · China domestic market positioning
Western Analogs
Mental model only, not a 1:1 comparison
Founder
Wang Xing
Founder & CEO
Wang Xing, a student of 'Infinite Games,' views AI as the ultimate tool to optimize Chinas massive local service infrastructure. He personally oversaw the acquisition of top AI talent to ensure Meituan owns its 'Brain' rather than renting it from Alibaba.