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On September 27, Doubao Mobile Assistant released a statement in the official community regarding the abnormal usage of the Nubia NaviX Ultra phone in Honor of Kings, stating that starting from the evening of September 24, they have received feedback from users that the Nubia NaviX Ultra equipped with Doubao Mobile Assistant displays an abnormal device environment prompt when logging into Honor of Kings or during matchmaking, and users are forcibly kicked offline.Doubao Mobile Assistant stated: Upon confirmation, they have not made any operations on the Tencent game system throughout the process, and there are no violations such as unauthorized clicks, cheats, or simulation behaviors by the AI. The team is still in communication with relevant parties at Tencent, and as of now, they have not received a clear response, for which they apologize. The assistant also advises users not to repeatedly attempt to log into Honor of Kings on this model. If the account has been banned, users can appeal through the official game customer service channels.Tencent has not publicly responded. On September 28, a reporter learned from informed sources that Honor of Kings ensures game fairness through various security risk strategies, and these strategies have been consistently used over the past period without targeted adjustments.

On September 24, the trending topic "Doubao employees lament that Doubao has become a marginal product" topped Weibo's hot search. Previously, media reported that the Doubao General Session team had undergone personnel reductions. Following the dissemination of related content, statements such as "Doubao layoffs" and "half of the dialogue team cut" appeared online, with some claiming that internal employees lamented that Doubao was being marginalized.In response to the above statements, Doubao's public relations head Liu Xing posted a response stating: Some media reported that the Doubao Session team underwent organizational adjustments, and some self-media interpreted it as Doubao layoffs and cutting half of the Doubao dialogue team, which is inaccurate information; in fact, it is merely an organizational adjustment of responsibilities.According to Liu Xing, part of the functions of the Doubao General Session team has been split into the Doubao trading and Doubao work teams, with relevant personnel being transferred accordingly. Many employees are still engaged in dialogue experience-related work, such as optimizing the trading dialogue experience on the trading side. The team has fewer than 50 people, and the adjustment of responsibilities involves 11 individuals, of which 3 have left. He emphasized that statements in some self-media reports, such as "Doubao layoffs affecting 200 million users" and "half of the dialogue team cut," are inaccurate.

According to LatePost, the Alibaba Cloud Shadow team is developing an AI device called QwenBook, positioned as a native intelligent agent computer, resembling the Qianwen tablet. The project started in April this year, with a team of about 150 people, integrating models including Qwen3.8-Max and Qwen3.8-Flash. The complete product is expected to be released by the end of this year or early next year.The report states that QwenBook is similar in concept to the Doubao phone, both attempting to push the model to the system's core. After the launch of the first generation Doubao phone, WeChat, Taobao, Meituan, Pinduoduo, and others successively prohibited it from replacing user operations through screen reading and simulated clicks. The Nubia NaviX Ultra, which went on sale on September 16, retains the GUI approach, attempting to allow applications to open services to the Agent through MCP, A2A, or dedicated interfaces.

ByteDance CEO Liang Rubo stated today at the Feishu Future Unlimited and Doubao Work Kickoff Conference: Over the past 50 years, there have been four peaks of development in the IT field: PC, Web, Mobile, and AI, with the AI peak far surpassing the heights of the previous three.Liang Rubo believes that peaks are rare, and the intervals between past industry development peaks have been 15-20 years, making such industry-level opportunities extremely valuable.

According to reporters from the Science and Technology Innovation Board Daily, sources have revealed that the Doubao Second Generation phone, whether in the previous technical preview version or the current consumer version, adopts an edge-cloud collaborative solution.In principle, the Doubao Phone Assistant always prioritizes edge-side processing, but due to the current limitations of industry technology, for complex tasks that must rely on cloud processing, data processing will follow the principle of minimizing cloud usage. Currently, the overall edge-cloud collaborative solution has not changed.

The consumer version of the Doubao Mobile Assistant under ByteDance has been officially released. This assistant is based on the Doubao App and collaborates with mobile manufacturers at the system level, exploring the application of AI in mobile phones around core experiences such as interaction, task execution, local memory, and retrieval.Compared to the technical preview version launched at the end of last year, this consumer version emphasizes stability and everyday usability. The first consumer version will be equipped on the Nubia NaviX Ultra phone, which is currently available for pre-order and will be officially released on September 16.

On September 9, Caocao Travel announced the launch of AI ride-hailing services in collaboration with Doubao, which will be available in Beijing, Hangzhou, and Suzhou.Caocao Travel stated that it will deepen its cooperation with Doubao in the future, expanding more AI travel functions including intelligent vehicle control, gradually replicating the experience gained from this launch in more cities, and further exploring Robotaxi service capabilities.

ZTE Nubia officially announced that the new mass-produced flagship Nubia NaviX Ultra, equipped with Doubao Mobile Assistant, will be officially released on September 16. As the world's first AI intelligent mobile phone, this device evolves from a tool that requires manual operation by the user into an intelligent assistant that can handle tasks for the user with just one sentence. From today, the new product is available for reservation across the internet, and users can participate in the reservation through ZTE Mall, JD.com, Douyin, Tmall, and various authorized e-commerce platforms.According to Changxin Memory and Nubia Mobile's official Weibo, the Nubia NaviX Ultra will be equipped with Changxin's LPDDR5X memory with a maximum speed of 10667 Mbps, marking the first mass production application of domestically produced 10667 Mbps high-speed LPDDR5X chips.

According to Blue Whale News, from Changxin Technology, ByteDance and ZTE have jointly developed a new generation of Doubao phone------Nubia NaviX Ultra, which will be equipped with Changxin's highest speed LPDDR5X memory at 10667Mbps. The official statement indicates that this is also the first time that domestically produced 10667Mbps high-speed LPDDR5X memory chips have achieved mass production and application.Previous news reported that the Nubia "Doubao phone" has completed network filing and will be mass-produced and launched in September.

According to reports from the major factory, ByteDance recently held a briefing on Doubao stocks and introduced new policies for relevant employees: the price of Doubao stocks was adjusted from $14.85 per share in June to $17.02 per share, an increase of about 14.6%; the issuance of Doubao stocks was increased, with some employees reaching a total package of about 5%; employees can choose to convert a certain proportion of cash in their total package into Doubao stocks, with the proportion varying by job level.This adjustment mainly targets the large model departments under Seed (pre-training, multimodal, VLM, etc.) and the Doubao main APP team under Flow. From $13.08 in April of this year to $17.02 in August, the Doubao stock has increased by about 30.1% in less than half a year, which is about twice the increase of ByteDance options during the same period (approximately 14.5%).

According to reports from Intelligent Emergence, ByteDance has completed the team integration of its office AI products, with the TRAE and Coze teams being fully merged into the Doubao system. Among them, TRAE Work and Coze will integrate their product capabilities in work scenarios with Doubao, while TRAE IDE and CLI will continue to develop as a programming product line under the Doubao brand. After the adjustment, the relevant product and operations teams will report to Zhao Qi, the product head of Doubao.TRAE and Coze were originally part of ByteDance's Product R&D and Engineering Architecture Department, positioned respectively as AI programming products and AI intelligent entity development platforms. Starting this year, productivity agents have become an important strategic direction for Doubao, and the experience accumulated by both parties will be reused in Doubao. Following this adjustment, ByteDance has further clarified the AI core business positioning of Doubao, focusing AI office products on Doubao, and will launch the independent AI office product "Doubao Work" as a unified product and brand for AI office scenarios as early as this week.ByteDance responded that the adjustment aims to better coordinate product and technical resources to provide users with a higher quality AI work experience, and existing user rights will not be affected. Recently, Doubao has intensively updated office functions such as remote computer control, Windows virtual desktop, cloud computer, and side workbench, and has launched over 200 skills and connectors; the independent "Doubao Work" will also be deeply integrated with Feishu, with the former Feishu "Aily Intelligent Partner" having been renamed to "Doubao Work Partner."

According to Volcano Engine, Tesla has launched the Doubao large model. It is reported that Tesla's in-car system is now being gradually pushed out.

According to LatePost, ByteDance is discussing a large model with training parameters exceeding 50 trillion, surpassing Alibaba's Qwen 3.8-Max (24 trillion) and Moonlight K3 (28 trillion), making it the largest known plan in the country so far. This plan is still in its early stages and does not guarantee a final release. The new model is intended to be led by Xiang Liang, head of Seed Foundation, in collaboration with Shen Ke, who is responsible for the pre-training data of large language models. Seed is reorganizing, dividing responsibilities, and allocating resources based on this.Two weeks ago, ByteDance founder Zhang Yiming held a company-wide meeting with Seed head Wu Yonghui. Zhang reassured the team that training large models is inherently difficult and that it is acceptable to lag behind for a period of time, hoping to aim for the upper limits of intelligence and join the world's top tier. He acknowledged that programming is a key direction at present, advocating for the integration of Volcano Engine, Feishu, and Doubao resources to build computational power and data advantages, while reminding not to be led by a single hot topic. He praised Seedance's differentiated leadership and clearly opposed distillation, believing it is difficult to truly surpass and that AGI barriers should be built from a more fundamental level, stating that the company will continue to increase investment in AI.In the past six months, Seed's multimodal performance has been outstanding, with Seedance 2.0, Seedream, and others driving Volcano Engine MaaS, but the market response to the language model Seed 2.0 has been limited, and its lagging coding capabilities have affected the revenue structure. ByteDance has hired Guo Daye at a high salary to specialize in coding and has consolidated related resources. In the face of the industry's general trend of increasing model sizes, ByteDance hopes to achieve a leapfrog advantage with a larger scale while promoting the elimination of horse racing and breaking down departmental walls to concentrate efforts on tackling challenges.

In response to rumors on social media about "Doubao recommending hotels for a fee," Liu Xing, the head of public affairs for Doubao at ByteDance, stated on the evening of August 10 that the related statements are inaccurate. He indicated that Doubao's life service business currently does not have paid promotions, and Doubao does not charge advertising fees for hotel recommendations; merchants cannot influence recommendations or rankings through payment, and only pay channel service fees after an order is completed.Liu Xing pointed out that some platforms adopt a "commission + advertising" charging model, while Doubao primarily charges based on completed transactions at this stage, making direct comparisons inappropriate. For merchants, the actual channel costs and the effects of new orders are more meaningful references. He also mentioned that Doubao's life service business is still in a very early exploratory stage.

Starting from August 10, hotel orders placed through the Doubao entrance that redirect to Douyin Laike will begin to execute independent rates, with a software service fee of 11.4%, a payment processing fee of 0.6%, and a comprehensive rate of approximately 12%. This policy is implemented based on the "2026 Douyin Life Service Platform Specific Channel Software Service Fee Policy Explanation" released by the Douyin Life Service Learning Center on July 27, and is effective from August 10, 2026.According to industry insiders, the relevant notification has been communicated to merchants through the Douyin Laike backend. The software service fee is based on the "actual amount paid by the user plus platform general coupons and other subsidies." Specific channels include Doubao, and the specific rates are implemented based on differentiated standards according to merchant type, product category, and transaction channel. Whether an order belongs to a specific channel is subject to the display on the settlement statement.

According to a report by the South China Morning Post citing informed sources, ByteDance's AI business has achieved an annual revenue of $4 billion, the highest known level in the domestic market, but still far behind leading AI companies in the United States. Previously, ByteDance announced through an internal email the integration of the Feishu and Doubao product teams and GTM system, with Doubao head Zhao Qi leading the product line and Volcano Engine head Tan Dai responsible for the new ToB GTM organization "Creativity Service Platform," aimed at building "stronger AI product competitiveness and customer service capabilities."This integration is the largest adjustment to the ToB business since ByteDance's business segmentation in 2021. The Doubao enterprise version, developed with the participation of the Feishu team, has already entered internal testing with some clients. The report pointed out that ByteDance's AI revenue mainly comes from enterprise API calls of the Doubao large model, AI cloud services, and enterprise-level AI solutions.

According to exclusive reports from Titanium Media, ByteDance released an internal email on July 30, announcing the integration of the Feishu product team and the Doubao product team to form a new Doubao product team, which will be unified under the leadership of Doubao head Zhao Qi, while Feishu head Xie Xin will report to Zhao Qi. In terms of the GTM system, the Feishu GTM team will integrate with the Volcano Engine team to establish a new ToB GTM organization called the "Creativity Service Platform," which will be responsible for the marketing, sales, and customer service of ByteDance's MaaS and SaaS cloud services, led by Volcano Engine head Tan Dai, with Feishu sales head Lin Chan and Feishu strategy and marketing head Shi Zhijun reporting to Tan Dai.This integration is the largest adjustment to ByteDance's ToB business since it implemented business segmentation in 2021. After the reorganization, Feishu's products and services will remain unchanged, and Feishu will collaborate more deeply with Doubao on productivity scenarios. The Doubao enterprise version, developed with deep involvement from the Feishu product team, has already begun internal testing among some Feishu clients. Feishu currently covers over 10 million enterprise users, and this integration will further enhance the integrated collaborative capabilities of the ToB business.

According to Jinshi reports, Doubao has released a "Notice of the Shutdown of Doubao Intelligent Agent Function," stating that the intelligent agent function will be discontinued on July 15, 2026. At that time, users will not be able to create new intelligent agents, and already created and saved intelligent agents will also be unable to be called or run.After July 15, Doubao will process the data related to intelligent agents, and it will no longer be possible to view or restore them within Doubao.

According to reports from Blue Whale Technology, the next-generation Doubao AI phone, jointly promoted by ZTE and ByteDance, may be delayed from its originally expected release in the second quarter due to issues with the filing and certification process. Sources reveal that the phone needs to pass both the large model filing with the Cyberspace Administration and the network access certification with the Ministry of Industry and Information Technology; currently, the product is still in the second application filing stage. If the approval goes smoothly, the new device is expected to be launched as early as July to August this year.In terms of the supply chain, the screen supplier for the next-generation Doubao phone has been changed from Shentianma to BOE, the battery will use Desay battery and ATL cells, and the manufacturing will be handled by Zhongnuo Communications, a subsidiary of Furui Electronics. Additionally, reports indicate that this product mainly adopts a technical route that deeply integrates large models into the underlying operating system, but it currently faces ecological barriers due to the lack of data access permissions from leading platforms like Tencent and Alibaba when implementing system-level agent cross-application calls.

According to the "Science and Technology Innovation Board Daily," at the 2026 Volcano Engine Force Conference, ByteDance officially released the latest flagship version 2.1Pro of the Doubao large model. Tan Dai, President of Volcano Engine, stated that the model has made breakthroughs in four dimensions: code delivery, long-range Agent tasks, multimodal understanding, and enterprise-level stable operation, possessing stronger engineering delivery capabilities and being capable of handling complex R&D tasks for enterprises. At the conference, ByteDance CEO Liang Rubo also emphasized that the company will focus on enhancing large model capabilities and firmly invest in MaaS (Model as a Service) business.The report pointed out that ByteDance's AI strategic focus is clearly shifting towards enterprise-level services. Currently, the daily token call volume of the Doubao large model has reached 180 trillion, an increase of over 1500 times since its release, and has grown more than 10 times in the past year. However, due to the bottleneck in monetization on the consumer side and high expenses (with daily computing costs reaching tens of millions and daily revenue below one million), ByteDance has accordingly adjusted its resource allocation. Meanwhile, the video generation model Seedance, primarily aimed at the B-end, has validated its commercialization potential, with current annual recurring revenue (ARR) reaching 2 billion dollars, effectively offsetting Doubao's computing costs. In addition, the new version of Seedance will also be the first in the industry to launch a 3D white membrane preview feature.