ByteDance

World models, coding, Seedance, and Doubao monetization are set to guide its AI agenda this year.

The video model has become a key growth driver for ByteDance’s AI business.

The subscription test comes as ByteDance expands in MaaS and AI shopping.

Volcano Engine’s market share grew in 2025, even as more competitors entered the market.

The free version will continue to support everyday use.

Smaller rivals are being pushed to the margins as online shopping booms in Thailand and Malaysia.

TikTok Shop’s growth across regions was a key driver.

The gap between the two players is narrowing, particularly in Vietnam, where TikTok Shop now commands more than 40% of the market.