ByteDance-Tencent app-time share debate raises antitrust questions
A public dispute between Qin Shuo and ByteDance vice president Li Liang centers on whether Chinese internet users’ time is shifting from Tencent to ByteDance. Nomura and QuestMobile figures cited by TMTPost put Douyin at 19.4% and WeChat at 18.8% of mobile time among the top 50 apps in July 2026, while Li Liang challenged the methodology and argued that ByteDance’s reported share does not indicate market dominance.
The exchange highlights how app-time share is being used to frame ByteDance-Tencent competition and antitrust questions, while also underscoring the limits of mobile-only tracking estimates.
（本文作者为 开森观察，钛媒体经授权发布）
文 | 开森观察
人类其实已经进入了AI时间。只是多数人还浑然不觉，仍捧着旧地图，为一栋正在拆迁的大楼，争论门牌号该归谁。
先给大家复述一段绕口令。
10月28日，抖音集团副总裁李亮在微博回应秦朔，结尾引用了“不记得哪位名人说过”的一段话：
“我们知道你为啥在胡扯，你也知道自己为啥在胡扯，你知道我们知道你为啥在胡扯，我们知道你知道我们知道你为啥在胡扯，但你就是在胡扯。”
#ByteDance#Tencent#Douyin#WeChat#Hongguo#QuestMobile#Nomura Securities