火山引擎总裁谭待：大模型市场不是零和博弈，明年市场可能还要再涨十倍

Core Insights - The overall performance of the Doubao large model is satisfactory domestically, but it faces strong competition globally from companies like OpenAI and Gemini, indicating a need for further efforts in this area [2][4] - The president of Huoshan Engine emphasized that the primary focus should not be on competition but on expanding the market, with expectations for the market to potentially grow tenfold in the coming year, shifting the perspective from zero-sum competition to market growth [2][4] Company Performance - Huoshan Engine's Doubao model has shown significant results in the domestic market, although it still needs to improve its global standing [2][4] - The Seedance and Seedream models have performed well on a global scale, contributing positively to the company's overall performance [2][4] Market Outlook - The competitive landscape for large models in 2026 is expected to be less about direct competition and more about market expansion, with a strong emphasis on increasing the overall market size rather than competing for existing market share [2][4]