Colin Wu|May 25, 2026 07:16
After reading this in-depth article about tofu buns later, there are a few interesting excerpts
Its growth continues the methodology repeatedly verified by bytes on today's headlines, Tiktok and TikTok: conforming to human nature, relying on data, and rapid iteration.
Doubao still wants to grow, but the growth has brought new problems: AI products do not have the scale effect of traditional Internet products - the more people use them, the higher the reasoning cost, but the income will not grow synchronously.
In Tiktok, as long as the user is still scanning up and down, a group of data will be generated for recommendation algorithm optimization; But when Dou Bao generates a response, only when it's extremely bad, do users have the motivation to press the button more frequently to give feedback. According to the description of byte CEO Liang Rubo at the 2025 general meeting, Doubao does not show the Internet product feature of "more people use it, better use it".
Just a year ago, the industry widely believed that AI would first enter the mass market in the form of chatbots, and chatbots would become a super entry point for consumers and businesses to use AI. However, the reality is that the average daily use time of a single user of Tiktok has risen from 30 minutes to 120 minutes, while the doubao is still stable within 10 minutes, which is not enough to pose a threat to traditional Internet products.
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