该公司计划在未来几周内推出一款类似Muse的人工智能助手，以巩固其在AI视频领域的领先地位。公司希望这一里程碑事件能帮助其在最短三年内缩短与顶尖美国实验室的差距。
Ltd. plans the release of a Muse-like AI assistant in the coming weeks to augment its lead in AI video, a milestone event the company hopes will help close the gap with top US labs in as soon as three years.
知情人士透露，联合创始人张一鸣近日在一次全员大会上向其AI团队讲话，向研究人员、工程师和支持人员介绍了该计划，并阐述了重点优先事项。这些人士要求不具名，因为会议是私下举行的。张一鸣认为，字节跳动有能力与Anthropic PBC和OpenAI等行业领先企业在前沿领域竞争，但他也警告称，至少要到2029年或2030年才能实现。
Speaking to its AI team in an all-hands meeting recently, co-founder Zhang Yiming told researchers, engineers and supporting staff about the plan and set out key priorities, according to people familiar with the matter. He sees ByteDance able to compete with leading industry names like Anthropic PBC and OpenAI at the cutting edge, though he cautioned it would take until at least 2029 or 2030, the people said, asking not to be named as the meeting was private.
计划中的这款新的人工智能代理将扮演与Meta Platforms Inc.今年9月推出的Muse类似的角色。Muse已成为其美国创造者的大热产品，将Meta广泛的人工智能研究整合为一款基于语音的代理，配备动画化头像，帮助用户完成各种任务。Meta正在将Muse分发到其硬件产品组合中，该组合包括各种型号的智能眼镜以及即将推出的仅供该代理使用的Muse Charm设备。目前不清楚字节跳动是否也有配套硬件的计划。
The planned new artificial intelligence agent will serve a similar role to Muse, introduced by Meta Platforms Inc. this September. Muse has proven a big hit for its US creator, consolidating Meta’s extensive AI research into a voice-based agent with an animated avatar that helps users with various tasks. Meta is distributing Muse across its hardware portfolio that includes various models of smart glasses and an upcoming Muse Charm gadget just for the agent. It’s unclear whether ByteDance also has plans for accompanying hardware.
张一鸣现在大部分时间都在幕后工作，塑造字节跳动的AI战略，他最关心的是数据。知情人士透露，43岁的张一鸣表示，字节跳动的Seed大语言模型在预训练时使用的数据集规模比前沿竞争对手小几个数量级。
Top of mind for Zhang, who now spends much of his time working behind the scenes to shape ByteDance’s AI strategy, is data. Zhang, 43, said ByteDance’s Seed large language models are pre-trained on datasets that are orders of magnitude smaller than those used by frontier rivals, according to the people.
张一鸣的这些此前未报道的言论，罕见地展现了这位TikTok和中国最受欢迎的类ChatGPT机器人豆包背后的企业家的思考。这些言论反映出他重新燃起的雄心，要主导一个中国最有价值的初创公司率先开拓，但随后让DeepSeek等公司占据主导地位的AI领域。这些努力的核心是一项计划，即投入高达700亿美元，将Seedance打造为中国领先的视频AI平台。字节跳动一名发言人未回复发送的置评请求邮件。
Zhang’s comments, which haven’t previously been reported, offered a rare glimpse into the thinking of the entrepreneur behind TikTok and China’s most popular ChatGPT-like bot, Doubao. They reflect his resurgent ambition to dominate an AI arena that China’s most valuable startup pioneered, but then ceded to the likes of DeepSeek. Central to those endeavors is a plan to spend as much as $70 billion and build Seedance into the country’s preeminent video AI platform. A ByteDance spokesperson did not respond to an emailed request for comment.
在会议上，张一鸣重申了他的观点：字节跳动不应依赖蒸馏——即利用大模型的输出来训练和改进小模型的做法——而必须专注于长远布局。随着阿里巴巴集团控股有限公司、月之暗面和Z.ai公司等竞争对手不断提升能力，他们因将领先的美国模型蒸馏用于构建自身产品，而遭到白宫官员和Anthropic首席执行官达里奥·阿莫代的批评。
In his meeting, Zhang reiterated his view that ByteDance should not lean on distillation — the practice of exploiting outputs from bigger models to train and improve smaller ones — and must focus on playing the long game. As rivals from Alibaba Group Holding Ltd. to Moonshot AI and Z.ai Co. advanced their capabilities, they’ve come in for criticism from White House officials and Anthropic CEO Dario Amodei for distilling leading US models to build up their own products.
Seed目前是中国AI领域唯一尚未发布触及全球基准测试顶尖水平的大语言模型，也尚未开放其模型权重——即用于引导模型响应的参数——供开发者基于此构建的主要竞争者。
Seed is now the only major contender in China’s AI sector that hasn’t yet released an LLM touching the upper reaches of global benchmarks or made its model’s weights — the parameters for steering a model’s responses — available for developers to build on.
字节跳动在AI领域拥有显著优势的唯一细分领域是视频生成。该公司利用其庞大的视频库，推出并商业化了顶级的视频生成模型Seedance系列，填补了OpenAI关闭Sora后留下的空白。
The one segment of AI where ByteDance enjoys a meaningful lead is in video generation. The company has leveraged its massive video pool to deliver and monetize a top-tier video-generation model with its Seedance series, filling a void left after OpenAI shuttered Sora.
字节跳动上一次重大的大语言模型更新是6月推出的Seed 2.1。当时Seed团队表示：“在最具挑战性的开放式任务和前沿研究问题解决方面，仍有改进空间。”《金融时报》8月报道称，该公司正在训练一个参数多达10万亿的模型，规模可与Anthropic的顶级产品Claude Mythos相媲美。
ByteDance’s last major LLM update was Seed 2.1, rolled out in June. “There remains room for improvement in the most challenging open-ended tasks and cutting-edge research problem-solving,” the Seed team said at the time. The Financial Times reported in August that the company was training a model with as many as 10 trillion parameters, comparable in scale to Claude Mythos, Anthropic’s top-tier product.
字节跳动是中国在招募和留住AI人才方面最积极的公司之一。它为Seed的研究人员和工程师提供优惠的股权安排，使他们与公司其他员工有所区别。
ByteDance is among the most aggressive firms in recruiting and retaining AI talent in China. It offers Seed researchers and engineers preferential equity arrangements that set them apart from the rest of the company.
Seed的团队约有1000名研究人员和工程师，由吴永辉领导，张一鸣于2025年从Alphabet Inc.旗下的Google DeepMind挖来了他。除语言、视频和图像模型外，该团队还在为机器人、虚拟现实及其他硬件开发AI。10月，Seed成为首个设立独立安全与对齐部门的主要中国AI实验室，招聘了约10名关键研究人员。
Seed’s team of roughly 1,000 researchers and engineers is led by Wu Yonghui, whom Zhang poached from Alphabet Inc.’s Google DeepMind in 2025. Beyond language, video, and image models, the team is also developing AI for robotics, virtual reality and other hardware. In October, Seed became the first major Chinese AI lab to establish a standalone safety and alignment unit, hiring around 10 key researchers.