豆包日活破亿,接下来应该就要“搞钱”了
Sou Hu Cai Jing·2025-12-27 19:41

Core Insights - The domestic AI product "Doubao" has achieved over 100 million daily active users, marking a significant milestone in its growth and influence in the market [1][3] - Doubao's user growth has been accompanied by relatively low user growth and marketing costs compared to other ByteDance products that have also surpassed 100 million daily active users [1][3] Group 1: User Engagement and Growth - Doubao's daily active user count has surpassed 100 million, indicating its successful penetration into the market [1] - The product's user engagement is expected to lead to a shift towards commercialization, as seen with other successful internet products [3] Group 2: Operational Costs and Model Efficiency - Doubao's large model has a daily token usage exceeding 50 trillion, which has increased by over 10 times year-on-year [3] - The cost of operating Doubao is estimated at approximately 2.5 million yuan per day, although optimizations may reduce this to around 2 million yuan [6][8] - The model's architecture allows for significant cost savings, activating only 10% of parameters during inference, which can theoretically save 90% of computational resources [6] Group 3: Commercialization Strategies - Doubao's next step is commercialization, with potential methods including subscription services or advertising, similar to other AI products [10][12] - The advertising model may involve subtle product placements within user interactions, making it both effective and unobtrusive [12]

豆包日活破亿,接下来应该就要“搞钱”了 - Reportify