ByteDance's Scale and AI Strategy Face Scrutiny
TMTPost reports a dispute over the claim that China’s internet has entered a “ByteDance era.” Douyin Group vice president Li Liang cited a 41.8% usage-time share across ByteDance’s top 50 apps, questioned the statistical boundary, and said Tencent-investee apps would produce a larger total if included. The commentary also examines ByteDance’s valuation, financial performance and full-stack AI businesses across models, cloud services and applications. It presents numerous figures attributed to the report’s sources and highlights inconsistencies in some user data.
The debate shows that a single app-usage metric may not capture influence extending across investments, infrastructure, technology output and distribution. The report says this broader influence raises questions about ecosystem diversity, smaller participants’ bargaining power and the reach of platform rules.
（本文作者为 Tech商业，钛媒体经授权发布）
文 | Tech商业
本周，一场关于“中国互联网到底是谁的时间”的交锋，意外地撕开了中国科技产业最深层的结构变迁。
知名学者秦朔发文提出，中国互联网已经进入了“字节时间”；而抖音集团副总裁李亮则连夜发文回应，直指其数据口径存在常识性错误，并以字节系在Top 50 App中41.8%的时长份额未达《反垄断法》二分之一标准来否认垄断定性。李亮在回应中还特别提到，如果算上腾讯参股投资的App，总使用时长应该远超其他，按照同样的逻辑，中国互联网可以说是“腾讯时间”。
这场关于统计口径与业务边界的罗生门，看似是公关与学者的隔空对话，但其引发的巨大共鸣，恰恰揭示了一个无法回避的现实：无论“字节时间”这个定性是否严谨，字节跳动已经长成了一个在体量、财富创造以及技术纵深上，足以定义整个行业标准的超级巨头。
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