Physix FrontierPhysix Frontier · News Briefing Card (TMTPost · Oct 13, 2026)
AI Office Race Tops 100M MAU as Tencent, Alibaba, ByteDance Emerge
KEY FACTS
- As of July 2026, the AI productivity office sector reached 102 million monthly active users, up 112.4% year over year.
- Tencent WorkBuddy launched to all users on March 9, announced 20 million MAU in August, with roughly 140,000 paid enterprise seats.
- Alibaba Qwen Office entered public beta on August 3, consolidating three products, and surpassed 30 million total users on September 4.
- ByteDance merged its Feishu and Doubao teams on July 30, released Doubao Work on August 25, and CEO Liang Rubo appeared in support on September 15.
- QuestMobile's September report concluded that a three-way balance of power is beginning to take shape in the office agent sector.
KEY DATA
102 millionSector MAU
1.387 billionMonthly total usage count
20 millionWorkBuddy MAU
30 millionQwen Office total users
PHYSIX OBSERVATION
The three players tell their own stories with different metrics: Tencent highlights paid retention, Alibaba bets on the enterprise deep end, and ByteDance leans on traffic and multimodality. The scale figures cannot be directly compared, which shows the sector has not yet entered head-on confrontation. The real watershed is who can convert individual efficiency into organizational productivity, and that is harder than grabbing the entry point.
Source: TMTPost report