Feishu Becomes Doubao: Feishu Really Is an 'Assistant'

Honestly, my first reaction to this adjustment was: ByteDance finally got it.

Feishu product team merged into Doubao, with Xie Xin reporting to Zhao Qi; commercialization team merged into Volcano Engine, establishing a "Creativity Service Platform."

Splitting Feishu in half—one part to AI products, one part to cloud services—essentially boils down to one sentence: Feishu is no longer an independent SaaS, but a functional module of Doubao Enterprise Edition.

I previously wrote an article stating that for edge-side AI phones, model capability and hardware architecture must synergize. The same applies to the enterprise market. Feishu has spent the last three years proving "office SaaS can make money," but enterprise service SaaS is a pseudo-proposition in China; the ceiling for paying for tools is too low, but they are willing to pay for the money saved by AI.

ByteDance is betting that enterprise customers don't need an "independent Feishu"; they need an office foundation with AI built-in. Documents, meetings, and IM are entry points; Doubao is the thing selling the goods.

Simply put, Feishu's value has been redefined: from "tool" to "soil," with Doubao being the crop growing on top.

Kimi K3 open-source went viral, pushing Moonshot AI's valuation to $35 billion. Do you think ByteDance's "walled garden" strategy can withstand the impact of the open-source ecosystem?