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ByteDance founder Zhang Yiming recently provided a timeline at the all-hands meeting of the Seed team, stating that ByteDance is not expected to compete with OpenAI and Anthropic in the cutting-edge AI field until 2029 to 2030 at the earliest. Zhang Yiming pointed out that the pre-training dataset used by the Seed large language model is several orders of magnitude smaller than that of top competitors. Doubao is the largest AI chat application in terms of user scale in the country, and the video generation model Seedance has also entered the ranks of the world's top models.When Seed 2.1 was released in June this year, the team admitted that the model still has significant shortcomings in high-difficulty open tasks and cutting-edge scientific research problems. In May this year, the company discussed raising its annual capital expenditure to a maximum of $70 billion, mainly for building AI data centers and other infrastructure. In August, it was reported that Seed is pre-training a large model with up to 100 trillion parameters, surpassing all publicly available large models in the country.Seed currently has about 1,000 R&D personnel, led by Wu Yonghui, who was recruited by Zhang Yiming from Google DeepMind last year. ByteDance has also launched a virtual stock "Doubao Stock" linked to the Doubao business. ByteDance plans to launch a personal AI assistant similar to Meta Muse in the coming weeks, allowing users to interact with AI through voice and virtual avatars and have it complete tasks on their behalf. The personal assistant project, internally codenamed Spell, began internal testing in April but was not officially launched due to the release of the Doubao phone and other reasons. It is now planned to be further integrated with Doubao.

According to Catcher Predict monitoring, in the market prediction event on Polymarket "Dota 2: Froglings vs CyberHero (BO3) - 1win Essence Play-in Group A", the sub-market "Ends During the Day" option's win rate has experienced a sharp fluctuation, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

The decentralized oracle network Pyth Network announced that it has integrated real-time market data from the New York Stock Exchange into its data marketplace.The newly launched Level 1 market data covers five exchanges under the NYSE Group. Customers must first obtain data authorization directly from the NYSE in order to access the relevant data through Pyth.

According to Forbes, data infrastructure company Edelbyte has completed a $45 million Series A funding round, reaching a valuation of $500 million, led by Quiet Capital, with all existing investors participating. New investors include QP Ventures, Startpoint Capital, and Cerca Partners.The company had previously completed a $25 million seed round led by Sequoia, with Greenoaks and Swish Ventures participating, bringing total funding to $70 million. Edelbyte was founded in November 2025 by four former Microsoft engineers to provide a data platform for increasingly complex query workloads in the AI era.Co-founder and CEO Avner Aharoni, CTO Evgeney Ryzhyk, VP of Engineering Alexander Sloutsky, and VP of Platform Engineering Yoni Leibowitz all worked at Microsoft for about 20 years and have over a decade of experience working together.Among them, Ryzhyk and Sloutsky were part of the founding team of Microsoft's internal data platform Kusto, which later became the foundation for products like Azure Data Explorer. Edelbyte's platform integrates traditional analytics, text search, spatial queries, and AI workloads on the same infrastructure and can be deployed in public cloud, private cloud, and on-premises environments.

According to Bloomberg, ByteDance plans to launch an AI assistant similar to Meta Muse in the coming weeks to expand its advantages in the AI video generation field and narrow the gap with leading laboratories in the United States. Co-founder Zhang Yiming recently introduced the related plans at an all-hands meeting of the AI team, aiming to reach a competitive capability at the highest level with companies like Anthropic and OpenAI by 2029 or 2030.Zhang Yiming listed data as a top priority, stating that the training dataset used by the Seed language model is significantly smaller than that of internationally leading competitors. The new assistant will complement the Seedance video generation model series, with related plans including a maximum expenditure of $70 billion. The Seed team consists of about 1,000 researchers and engineers, led by Wu Yonghui, who joined from Google DeepMind in 2025; the team established an independent safety and alignment department in October, hiring about 10 experts.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Dota 2: Xipto Esports vs PlayTime - 1win Essence Play-in Group B", the option "Xipto Esports" in the sub-market "Match Winner" has experienced a dramatic fluctuation in winning probability, plummeting from 72.5% an hour ago to the current 47.5% (a fluctuation of 25%). Please note the impact of related breaking news.

According to reports from Major Factory Daily, on November 10th at 20:30, Luo Yonghao will debut the AI development product TRAE from ByteDance in the "Let's Make Friends" live streaming room. This live stream will not be a conventional product parameter explanation; Luo Yonghao will demonstrate the use of TRAE on-site, converting ideas directly into runnable applications through natural language.During the Double Eleven period, this live streaming room will launch exclusive promotional activities, with a limited-time price of 9.9 yuan for new users of TRAE Lite monthly subscription, while also listing the full range of annual subscription products: Lite, Pro, and Ultra. Reports indicate that AI programming tools are lowering the barriers to software development, allowing ordinary users without a technical background to develop personal management systems or product prototypes. This live stream marks the extension of the Double Eleven AI marketing battle from selling computing power (Tokens) to monetizing personal development and creativity.

Anthropic released Claude Fable 5.2 and the restricted version Mythos 5.2 on Monday, stating that the new model can transform a small number of instructions into runnable software, design physical objects, and address research questions that previously required a professional team. The official announcement claims that its output speed has improved by up to 30% compared to the previous generation, with Fable 5.2 scoring 49.1% in the internal FrontierCode 2 evaluation, higher than Fable 5.1's 32.4%. Both share the same underlying model, with Fable having stricter protections against dangerous biological and cybersecurity requests, while Mythos is only open to certified institutions in relevant fields.In terms of pricing, the standard API price is $8 per million input tokens and $40 per million output tokens, lower than the previous generation's $10 and $50; an optional fast mode can increase output speed by up to 2.5 times, but the rates double to $16 and $80. In comparison, Kimi 3.1 Pro is priced at $2 and $10, while the latest DeepSeek model is $0.6 and $1.98 during off-peak hours.AI blogger Matthew Berman's tests show that Fable 5.2 can generate playable games and a browser version of Excel. One level styled after "Gears of War" took 43 hours and 48 minutes to complete, consuming 8.63 billion tokens, with an estimated cost of $14,710 based on developer pay-per-use estimates; the Excel clone is estimated at about $11,700, and a "Fall Guys" style game ran for 71 hours, consuming over 9 billion tokens, approximately $13,000. Anthropic provides one week of Fable access for Pro users and standard Team seats, capped at half of the weekly quota, with promotional access for Pro users ending on November 16.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Dota 2: Froglings vs PlayTime - DreamLeague Division 2 Group A," the sub-market option "Ends during the day" has experienced a sharp fluctuation in winning probability, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of relevant breaking news.

ByteDance Seed released the new generation image creation model Seedream 5.5 on November 9. This model focuses on upgrading three capabilities: achieving pixel-level preservation in non-editing areas during multi-round editing, eliminating color shifts, and reducing detail loss and image quality degradation during continuous modifications, supporting up to 100 rounds of continuous creation around the same work; natively outputting transparent or semi-transparent images with an Alpha channel, handling contour edges and transparent areas; while also improving lighting, material, and skin texture performance, reducing excessive glossiness and overexposure, and enhancing text rendering accuracy for complex glyphs and dense small text.Evaluation shows that Seedream 5.5 has improved generation effect scores and usability in six scenarios: e-commerce, marketing, film and television, gaming, office, and fashion design compared to Seedream 5.0 Pro, with the usability in film and office scenarios exceeding twice that of the previous version. The specialized evaluation for text structure and realism uses GSB scoring, covering text-to-image and image-to-image, with positive preferences in all four comparisons compared to the previous generation, and the realism image-to-image GSB is +55.62%. Compared to GPT Image 2.5 Sunburst and Nano Banana 2.1, Seedream 5.5 performs better in text structure and text-to-image realism. In evaluations covering both Chinese and English as well as dense small text, the severe text distortion rate has dropped to 0.4%, and the slight text distortion rate has dropped to 1.7%. Currently, this model is being gradually launched on Jidream, Doubao, Doubao Work, and Volcano Ark, with a Pro version to be released later.

According to Catcher Predict monitoring, the predicted market on Polymarket for the event "Dota 2: Power Rangers vs PlayTime - DreamLeague Division 2 Group A" has seen a dramatic fluctuation in the "Yes" option win rate for the sub-market "Both sides defeat Roshan," rising from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Dota 2: Xipto Esports vs PlayTime - DreamLeague Division 2 Group A", the option "Xipto Esports" in the sub-market "Match Winner" has experienced a dramatic fluctuation in winning probability, soaring from 46.5% an hour ago to the current 66.5% (a fluctuation of 20%). Please note the impact of relevant breaking news.

TikTok's parent company ByteDance is considering expanding its data center project located at the Pecém Industrial Port in Ceará, northeastern Brazil, and is looking for developers to be responsible for the second phase of the project. According to informed sources, the scale of the second phase may exceed the current project being constructed in Ceará; the latter has an investment scale of $10 billion and a capacity of 300 megawatts.ByteDance is also in preliminary talks with developers about constructing a data center of similar scale outside Pecém Port, which will serve local customers in Brazil, while the data center inside Pecém Port must export data to enjoy tax incentives. ByteDance previously announced plans to invest 200 billion reais (approximately $36 billion) in phases to build a data center complex in Pecém, with the first phase scheduled to start construction in early 2026.

On November 5, according to reports from BianNiuShi, Coze, the intelligent agent development platform under ByteDance, announced a phased discontinuation of its current enterprise version. Starting from November 30, the standard and flagship versions for enterprises will stop accepting new customer purchases; the old package on Volcano Engine will be discontinued on December 31 of this year, and the new enterprise package is planned to be fully discontinued by December 31, 2027.Existing enterprise customers can still renew and purchase additional seats, but the service period cannot exceed the discontinuation date of the corresponding product. According to the current announced arrangements, the adjustment targets are the enterprise packages, not the immediate shutdown of Coze as a whole. On August 24 of this year, ByteDance integrated the TRAE and Coze teams into the Doubao system, and the next day launched the Agent product brand "Doubao Work" aimed at productivity scenarios.According to the "2025 China Intelligent Agent Development Platform Market Share Report" released by IDC in June this year, by 2025, Volcano Engine (Coze) will hold the first position in China's public cloud intelligent agent development platform market with a revenue share of 19.3%, while Baidu Intelligent Cloud and Tencent Cloud rank second and third with 13.9% and 12.6%, respectively. Tencent's intelligent agent platform Yuanqi has already updated its service discontinuation announcement on October 8, stating that it will fully cease operations starting November 9, 2026.

According to monitoring by Lookonchain, the Mercado Bitcoin hacker has sold various altcoins including PEPE, AAVE, UNI, ONDO, and ENA, and has converted all the obtained assets into ETH. Currently, the hacker holds 7,988 ETH, worth approximately 18.19 million USD.

ByteDance recently introduced new internal management regulations for the use of AI tools, which will significantly restrict employees from accessing internal company data through external AI tools like Claude and Codex using personal accounts. It is reported that starting this month, ByteDance will implement a ban on external AI access for all L4 level code repositories and Feishu documents across the company, and AI accounts purchased by employees will no longer be able to access relevant internal resources.The notice was released internally at ByteDance last week, subsequently sparking discussions among some employees. The discussions mainly focused on the usage permissions of external AI tools, internal information security, and the relationship between the company's own AI products and third-party tools.ByteDance's relevant person in charge, Hong Dingkun, emphasized that internal information security is an important consideration for this adjustment, stating, "If L3 and above content is leaked, the consequences are very serious."

According to Catcher Predict monitoring, in the market prediction event "Dota 2: LEGION vs OG - EPL Master Season Playoffs" on Polymarket, the "Yes" option in the sub-market "Ends During the Day" has experienced significant fluctuations in win rate, soaring from 50% an hour ago to the current 90.5% (a fluctuation of 40.5%). Please note the impact of related breaking news.

Exclusive insights from "Intelligent Emergence" reveal that the overseas revenue share of Seedance, a video generation model under ByteDance, has reached 50%. Sources close to Volcano Engine disclosed that in the past six months, Seedance's revenue in overseas markets has grown nearly fivefold, making overseas an important market for this model.In February this year, Seedance 2.0 received a cease-and-desist letter from the Motion Picture Association of America due to generated content involving Hollywood copyrighted characters. Both parties signed a global memorandum of understanding on August 17. Following the release of Seedance 2.5, the Motion Picture Association of America highlighted ByteDance's progress in intellectual property protection. In August, Disney and TikTok reached a global short video content collaboration, allowing creators to compliantly use characters and clips from hundreds of film libraries, including Marvel, Pixar, "Star Wars," and FX, for secondary creation. The works will be distributed to TikTok and Disney+ vertical channel Verts, piloting first in the United States before expanding globally.Domestically, internet companies remain the main clients of Seedance. Insiders indicate that based on token consumption and revenue contribution, Tencent ranks among the top three clients in China, while Bilibili enters the top ten. The number of clients from the physical industry has exceeded one-quarter, covering sectors such as manufacturing, new retail, business services, education, healthcare, telecommunications, automotive, and energy. Tan Dai, president of Volcano Engine, stated at the FORCE conference in June this year that he hopes Seedance will enter production environments across various industries, especially in high-end productivity manufacturing. Volcano Engine established a frontier deployment engineer team this year to delve into industries such as automotive, healthcare, and education.

The technology media outlet "DuJia" has learned that ByteDance's AI office assistant product Doubao Work has launched business-related plugins such as Douyin Life Services and is being promoted to enterprise users on a small scale. Users can now access official plugins like Douyin Life Services Management, Massive Local Push, and TikTok for Business through the "Plugins" page of Doubao Work.After completing the necessary account authorization, merchants can delegate questions regarding recent sales performance, advertising expenditure, and other issues to Doubao Work for data retrieval and analysis, and receive review reports and adjustment suggestions. "DuJia" observed on the plugins page that through "Douyin Life Services Management," after merchants authorize login to Douyin Customer and Business Insights, they can query operational data and generate review reports that include analysis conclusions and action suggestions.

On November 1, 2026, multiple users posted on X stating that OpenAI's Codex usage data included a model label named GPT-6.2 Astra, while the model selector still displayed GPT-6 Astra. A usage chart covering October 26 to November 1 showed that gpt-6-astra accounted for 80%, and gpt-6.2-astra accounted for 19.8%. Another account posted a suspected JSON snippet of an API response, with the response.model field being gpt-6.2-astra. According to Quantum Bit, GPT-6.2 Astra has been undergoing a limited gray testing among some users, with access primarily restricted to Pro plan users at $500 per month. Some users reported that about 20% of requests were routed to 6.2, while others claimed all requests pointed to 6.2.On the same day, an account posted a screenshot claiming that hidden code on the Anthropic official website's Mythos page included Claude Mythos 5.5. The visible page displayed Claude Mythos 5.1, while the hidden header and logo alt text indicated 5.5. According to Quantum Bit, this text briefly appeared in the front-end code of the official website and was removed a few hours later. Anthropic has not confirmed this, and currently, apart from the screenshot, there are no archived copies to verify this change.Additionally, there were previous reports that Fable 5.5 had appeared in the Microsoft Azure and MLflow directories, with a context window of 1 million tokens and an output limit of 128K tokens. Verification showed that on October 13, 2026, a bot added the entry azure_ai/claude-fable-5-5 to the price list of the open-source tool LiteLLM, which was deleted the next day, with the deletion note stating "Azure did not list this model." These parameters are identical to those of Fable 5.1. As of now, neither OpenAI nor Anthropic has officially released the aforementioned models.