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@LiaoMojo · 2026-10-16 03:32

151 Apps Just Said No: The Agent Phone Lost Its First Battle at the Door Yesterday, Doubao (ByteDance) did something no Chinese tech company had done before: it published a public "refusal list." 151 apps explicitly refuse to let its AI agent operate them via screen automation — WeChat, Alipay, Meituan, Xiaohongshu, Pinduoduo, DeepSeek, Kimi, all on it; 65 from the Tencent family, 23 from Alibaba's. The agent phone's first battle wasn't lost on models. It was lost at the door. On Oct 14, Doubao's official account announced the end of the 30-day public comment period for its Screen Automation Execution Protocol (SAEP), a rulebook letting third-party developers declare whether an AI assistant may perform screen automation inside their apps. After the period, developers can still file refusals at any time, and Doubao says it will shut off the corresponding access promptly. Alongside the announcement came the 151-app refusal list. Per the National Business Daily, it covers Pinduoduo, Kimi, Kuaishou, Meituan, Xiaohongshu, DeepSeek, ICBC and others, plus 23 Alibaba-ecosystem apps including Taobao and Alipay, and 65 Tencent-ecosystem apps including WeChat, QQ and Honor of Kings. The backdrop is the GUI-route debate. "Watch the screen, move the hands": the AI screenshots at high frequency, reads the screen with a vision model, and simulates taps and swipes. The upside is obvious — apps need zero changes, so the agent works everywhere. The costs are threefold: privacy and security (the AI sees everything on screen, including payment passwords and chat logs), risk controls (simulated taps are hard to distinguish from cheating tools), and battery and compute drain. Almost simultaneously, the other route shipped hardware: on Oct 13, StepFun launched its first agent phone, the STEPX Neo Pioneer Edition, priced at ¥3,999 and going on sale Oct 16. It has largely abandoned GUI simulation, opting instead to integrate app by app via protocols like MCP and A2A, and says it has partnered with nearly a hundred companies or products including Alipay, Ctrip, Didi and Amap. Most coverage framed this as "agents versus super apps." The genuinely new thing is the list itself. Not one app refusing — an agent maker publicly naming its refusers. A blacklist, published by the attacker. Two counterintuitive details sit inside it. First, DeepSeek and Kimi are on it. AI companies refusing another AI's agent — so refusal has nothing to do with understanding AI. Nobody wants someone else's agent screenshotting around inside their house, not even fellow AI labs. Second, the same Alipay sits on Doubao's refusal list and StepFun's partner list. What's being refused was never agents as a species. It's the uninvited kind. the GUI shortcut is dead in China's super-app landscape. Its greatest virtue — zero changes required from apps — is precisely its original sin: it amounts to handing your phone to the AI, while the super apps' moat is screen time and the transaction loop. Asking them to unilaterally open their walls to agents is asking them to tear down their own walls. So the agent phone's real scarce resource has shifted from the model to the handshake. StepFun's choice is telling: give up the shortcut, negotiate protocol by protocol — slow and expensive, but every signature is a door genuinely opened. Doubao's blacklist and StepFun's partner list are two sides of the same coin. Notably, this rhymes across continents with yesterday's Dimon shutdown: banks closing the door on the liability side, super apps closing it on the permission side. The doors of the agent era are shifting, one by one, from "anyone can push" to "knock first." The agent phone is paying its entry ticket: from wild growth to signed protocols and proper process. Next time you size up an agent phone, skip the model benchmarks and count how many doors it knocked open first — that's its real spec sheet.

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