ByteDance

It has raised its revenue targets, betting that stronger models will lift its cloud business.

The move gives the unit more independence while preserving support from its parent company.

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.