36氪独家｜豆包DAU破亿，成字节史上推广费用最少的破亿产品

Core Insights - Doubao has surpassed 100 million daily active users (DAU), marking it as a significant addition to ByteDance's portfolio of apps with over 100 million DAU [1][2] Group 1: User Engagement and Growth - Doubao's user growth is attributed to low user acquisition and marketing costs compared to other apps with similar DAU milestones [3] - The app has shown good user retention rates and has successfully activated creative scenarios through its Seedream and Seedance models [3] - Doubao has consistently ranked at the top of app download charts since its launch in June 2023, benefiting from being an early entrant in the AI space compared to competitors like Kimi and Tencent Yuanbao [3] Group 2: Competitive Landscape - The rise of Doubao is reshaping the competitive landscape in the domestic AI application market, prompting other tech giants to increase their investments [4] - Tencent Yuanbao has significantly ramped up its promotional spending, with nearly 6 billion yuan invested by July 2023, and has also topped the App Store download rankings [4] - Alibaba is set to launch its AI to consumer initiatives by the end of this year, with multiple products like Qianwen and Aifu already in aggressive promotion [4] Group 3: Strategic Developments - Doubao's rapid growth is supported by the Seed team, which is a core strategic business for ByteDance, undergoing organizational upgrades and incentivizing team members with additional stock options [4] - Doubao is expected to collaborate with the Central China Television's Spring Festival Gala in 2026, enhancing its interactive features [5] - Despite its impressive DAU, there are concerns within ByteDance regarding Doubao's commercialization path and the cost implications of maintaining a large user base [5]