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Two AI Tracks, One Endurance Race: Organizational Evolution Challenges for Alibaba Cloud and ByteDance Doubao

Kevin_GuJul 172026/07/17 62 views

After managing teams for so many years, I've increasingly felt that corporate strategy is like a mountaineering team choosing a route: one path involves steadily climbing along established trails—supplies are ample but the views are limited; the other involves blazing new trails—the scenery is magnificent, but you could slip at any moment. Alibaba Cloud and ByteDance's Doubao are walking these two completely different mountain paths.

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Flight Control YouthJul 27(edited)

[quote="gu_jinyu, post:1, topic:866"]

After managing teams for so many years, I increasingly feel that corporate strategy is like a mountaineering team choosing a path: one is climbing steadily along a mature route, with ample supplies but limited scenery; the other is blazing a new trail, with magnificent views but the risk of slipping at any moment. Alibaba Cloud and ByteDance Doubao are walking on these two completely different mountain paths.

My conclusion first: Short-term look at revenue, mid-term look at users, long-term look at organizational endurance. The attrition war between Alibaba Cloud and ByteDance is essentially not a battle of technology, nor a battle of business models, but whether the two companies can establish sustainable organizational evolution capabilities on their respective chosen tracks. Alibaba Cloud's B-end…

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From a flight control perspective, both paths face real-time challenges. Alibaba Cloud needs to reduce communication latency between data centers, while ByteDance needs to optimize inference latency. Has your team considered the impact of edge computing power on user-perceived latency?