中国互联网：从豆包到 Dola，中国 AI 助手聊天工具的全球化愿景-China Internet Global Aspiration of China AI Assistant Chat From Doubao To Dola

Summary of Key Points from the Conference Call Industry Overview - The focus is on the China Internet and AI industry, particularly the competitive landscape of AI chatbots and their global aspirations. Core Insights and Arguments 1. AI Adoption and Competition: The rapid adoption of AI is expected to intensify competition among Chinese AI players in 2026, covering areas from AI cloud infrastructure to chatbots and applications [1][3] 2. Global Market Penetration: Chinese Internet and AI companies are increasingly looking to penetrate global markets to export AI technology and explore monetization opportunities, as direct-to-consumer monetization in China is challenging [1][5] 3. ByteDance's Position: ByteDance's AI assistant, Dola, along with Doubao, has achieved a combined total of approximately 250 million MAUs, ranking it as the 3 AI chat globally [1][3][11] 4. Dola's Growth in Emerging Markets: Dola has shown significant growth in emerging markets, with MAUs in Indonesia rising from 7.8 million in July 2025 to 17.4 million in November 2025, and in the Philippines from 9 million to 12.5 million in the same period [4][31] 5. Competitive Landscape in China: In China, Doubao leads with 197 million MAUs and 54 million DAUs as of October, followed by DeepSeek and Tencent's Yuanbao [2][8] Additional Important Insights 1. Challenges in Monetization: Many AI chatbots face difficulties in charging subscription fees directly from consumers, prompting a shift towards global markets [5][48] 2. Potential Threats to Local Services: If Dola becomes a dominant AI gateway in emerging markets, it could challenge the relevance of local e-commerce platforms like Shopee and superapps like Grab [5][48] 3. Dola's Compliance Issues: Dola, which was previously known as Cici, faces compliance challenges due to its need to access local content and understand cultural nuances, leading it to utilize widely accepted overseas models like GPT and Gemini instead of Doubao's LLM [47][45] 4. Future Monitoring: Continuous monitoring of the progress of Doubao and Dola is essential to assess their impact on the competitive landscape in both China and global markets, particularly regarding their potential challenges to major players like Alibaba, Tencent, and Baidu [49]