ByteDance has recently reconfigured its strategic distribution of AI resources, pivoting its emphasis away from the consumer-focused AI application 'Doubao' and towards business-oriented services. Despite boasting a staggering user base of over 200 million daily active users, Doubao's daily revenue remains modest, hovering below 1 million yuan, predominantly sourced from e-commerce commissions. This is in stark contrast to its daily computational expenses, which soar into the tens of millions of yuan, resulting in a substantial disparity between its costs and earnings. On the flip side, ByteDance's enterprise service division, Seedance, is flourishing, with an annualized revenue stream of approximately $2 billion and monthly earnings surpassing 1 billion yuan, effectively subsidizing a portion of Doubao's computational overheads. Industry pundits highlight a paradigm shift in the commercialization strategy of AI products, transitioning from a 'user volume-centric' approach to one that is 'enterprise payment and computational efficiency-centric'.
