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ByteDance's AI inference costs will exceed 8 billion RMB in 2025, which is 2.3 times the revenue increase...
What does this mean? It means for every extra yuan earned, you have to lose 2.3 yuan to fund AI~
This isn't a business; it's a money-burning competition~
When will this accounting balance out?
User scale has grown, with over 100 million active users on Doubao monthly, but the monetization logic hasn't been figured out yet. Inference costs are fixed, revenue growth is slow, and the gap between them is the biggest uncomfortable truth the entire AI industry refuses to face~
ByteDance is one of China's most profitable internet companies, yet even it is being hit hard by AI inference costs...
What are those AI startups relying on financing hiding in their books?
#字节跳动 #AI costs #豆包 #AI bubble