When I thought Doubao was dumb, it had already secured the top spot in the market, with monthly active users reaching 382 million, far surpassing second place Qianwen and third place DeepSeek. When I thought Gemini was the U.S. version of Doubao, its monthly active users hit 1 billion, catching up with GPT. After all the competition, the ultimate winners in AI will still be ByteDance and GOOGLE. This is my most straightforward and blunt thought.