"ToB业务对模型的长上下文，推理能力，代码等能力有更高的要求，同时做好To C助手和ToB MaaS，模型能力才更全面。" 汝波表示，行业高峰不常有，过去50年行业的主要高峰（PC、Web、Mobile）间隔期约15年至20年，AI至少是PC+Web这个级别的高峰。 1月29日，据报道，字节跳动全员会上CEO梁汝波分享了2026年度关键词——"勇攀高峰"。 梁汝波认为，对字节来说，短期内的高峰就是豆包/Dola助手应用。 "2022年底ChatGPT出来后，很多人问AI的应用方向是什么，我们当时就觉得'助手'是重要方向，基本判断是一个比搜索更大的应用。尽管助手 的许多功能尚不成熟，但已具备实用性，未来还将持续拓展新场景。" 除了面向C端的助手产品，To B领域也存在重大机会，MaaS是现在火山引擎发展最快的业务。 梁汝波认为，"AI时代存在许多重要机会，我们要追求其中最重要的，去攀登最高的高峰。" 在攀高峰的过程中，公司每个业务都有需要重点突破的地方，而重中之重，是AI模型能力要做到行业前列，并通过助手整合好已有业务，整 体攀上新的高度。 同时，针对2026年度OKR，梁汝波分享了攀登高峰的思路： 此外，汝 ...

Group 1 - The core viewpoint is that the domestic open-source large model Tokens usage is continuously increasing, with a focus on multi-modal capabilities, image, audio, and video performance improvements, and end-to-end implementation in 2026 [1] - The major trends for large models in 2026 include breakthroughs in multi-modal, long text, multi-agent tool invocation, and complex reasoning capabilities [1] - The competition among large models is expected to intensify in 2026, with an increase in the market share of models like MiniMax, Qwen, Kimi, and GLM in the second half of 2025 [1] Group 2 - Major companies are focusing on building platform ecosystems and competing for traffic entry points, with ByteDance's B-end MaaS leading in market share and Doubao becoming the largest AI native application in China [2] - Independent large model vendors are primarily adopting B-end customized solutions and API subscriptions, while avoiding direct competition with major companies, leveraging their agile innovation and focused teams [2] Group 3 - AI is driving a transformation in marketing paradigms, with programmatic advertising benefiting from cross-platform scheduling and multi-agent collaboration [3] - The competition landscape has shifted from "search result ranking" to "AI answer citation rights," with AI search expected to account for 52% of the market by January 2028 [3] Group 4 - The comic drama industry is entering a lucrative phase, with a projected market size growth of nearly three times by 2025, and expected to exceed 85 billion yuan by 2030 [4] - The trends in the comic drama ecosystem for 2026 include premiumization, diversification of themes, increased female user participation, and a clearer competitive landscape [4] Group 5 - Companies with leading self-developed large models and B and C-end layouts are expected to thrive in the AI era, with a focus on internet giants with ecosystem traffic and capital expenditure advantages [5] - Attention is recommended for independent large model vendors accelerating commercialization post-listing, and companies with significant IP and industrial production capabilities in AI comic dramas [5]