According to a report by LatePost, as of the first half of the year, the daily active users of Doubaobao, ByteDance's AI product, have exceeded 200 million, but daily revenue is less than 1 million yuan, with the main source of income being e-commerce commissions. Under a relatively single commercialization structure, the computing power costs caused by its large user base continue to be a burden.

The report further indicates that, based on the public API pricing of Huoshan Engine, the gross margin of Doubaobao's large model, and user usage behavior, as of May this year, the daily computing power consumption cost of Doubaobao has reached the level of tens of millions of yuan, showing a significant structural gap between costs and revenue.

Doubaobao, Grace, ByteDance

In terms of resource allocation, the report mentions that two months ago, a senior executive from ByteDance visited Anthropic. After returning, the company began to adjust the direction of AI strategic resource allocation, gradually shifting part of the focus from consumer-level AI products such as Doubaobao to business service-oriented lines.

At the same time, Seedance, a ByteDance subsidiary, is seen as a key case for verifying the enterprise path. Data shows that Seedance's annual recurring revenue (ARR) has reached approximately 2 billion US dollars (about 14.3 billion Chinese yuan), with monthly revenue exceeding 1 billion yuan, which in some ways covers the computing power costs generated by Doubaobao. However, the revenue growth of this business has recently slowed down.

Industry analysts believe that this change reflects the shift of AI product commercialization from "user scale-driven" to "enterprise payment and computing efficiency-driven." With high computing power consumption and an income model that is not yet fully aligned, large model products are re-evaluating the allocation ratio between consumer and enterprise levels, seeking a more sustainable growth path.