知情人士称,ByteDance 正以豆包 Doubao 2.1 Pro 进军 AI 编程,定价极为激进。每百万 token 价格预计比 Claude Opus 4.8 低约 80%,比 GLM-5.2 低约 30%,比 Qwen 3.7 Max 低约 50%。Doubao 2.1 Turbo 价格仅为 Pro 版一半。豆包月活用户超 3 亿,但字节内部商业化焦虑严重:视频生成 ARR 已达约 21 亿美元(较易变现),而 Doubao Pro 收费则遭遇用户强烈抵制。
Sources close to ByteDance tell us the company is pushing into AI coding with Doubao 2.1 Pro - and the pricing is aggressive.
Final numbers aren't locked in yet, but sources say Doubao 2.1 Pro per-million-token pricing will come in ~80% cheaper than Claude Opus 4.8, ~30% cheaper than GLM-5.2, and ~50% cheaper than Qwen 3.7 Max. Doubao 2.1 Turbo is half the Pro price.
Doubao has 300M+ monthly active users, but monetization anxiety runs deep inside ByteDance. Video generation ARR just hit ~$2.1B - the easy win. Charging for Doubao Pro is the harder fight: user pushback has been fierce.