Byte is the bright top that the six major Internet sects can't beat. The key families are not as pure plagiarism as Tencent at that time, but there are still many innovations in business models. The profits of Byte have exceeded Tencent+Ali, and its revenue is equal to that of Meta. You should know that the market value of Meta is 1.7 trillion dollars, which is so much compared with the previous Chinese Internet. 1. Punching Tencent: Yuanbao's 1 billion yuan red envelope was criticized, and their own AI couldn't be put on the table. With the release of Doubao's Spring Festival event, it turned into making wedding clothes for ByteDance. Soda Music offers free music listening, opening up the copyright wall of QQ Music. Red fruit short drama seizes Tencent Video's survival space. 2‌. Kick Ali: Tiktok E-commerce creates consumer demand by virtue of live broadcast E-commerce, and GMV can still grow by 30% in 25 years, which has leveled off a lot of efforts. Although Alibaba Cloud and AI infrastructure occupy a leading position, Volcano Cloud has taken the second place in market share and grown rapidly with the help of AI. The AI application side of Doubao is far ahead, with over 100 million daily active users surpassing Quark and Doubao. 3. The local life business of Tiktok has been matched with that of Meituan, and the public comments have been equally divided. The mentality of the store has been pried, which is also to create demand with video. Only the food delivery battlefield remains unbeaten, but Meituan cannot compete with Alibaba either. My main business has lost its advantage. 4. Subverting Xiaomi: ByteDance's accumulation after acquiring Hammer Technology is also developing mobile phone systems and smart hardware. Recently, the Doubao mobile phone has made a huge splash, and there have been attempts at AI intelligent hardware. In the future, mobile phones will no longer be centered on apps, but on AI agents. ByteDance has the opportunity to disrupt the existing smartphone landscape. 5‌. Cleaning up Baidu: Shifting Search Mindset, Who Still Uses Baidu Search Now? Search for strategies in Tiktok and ask for knowledge in Doubao, and the traffic entrance has been quietly transferred. Baidu, which got up early and rushed to the late market, has a weak presence in the AI field. 6‌‌. Cut off Kwai: Before and after Kwai came into the market, the two parties fought against each other in the Spring Festival Gala and exerted too much force. After that, Kwai never recovered. After finally regaining some presence in video generation AI, ByteDance's latest release, Seedance, has directly topped the global rankings. It's a pity that such excellent companies are not listed at all, and the inability to buy stocks has crippled Zhonggai Internet, while the so-called moat of these companies has no way to deal with bytes.