Tencent CSO James Mitchell said China's token prices are low, but production costs are even lower, pushing WorkBuddy's paid-user gross margins close to Tencent Cloud levels. WorkBuddy now sees over 21 million monthly visits, giving it the scale to build a Codex-like ecosystem; Codex currently has more than 15 million users. Tencent's AI spending priorities are clear: larger Hunyuan models first, WorkBuddy compute second, and cloud capacity third. Management says most current AI spending is one-off.
腾讯CSO：WorkBuddy月访问超2100万，毛利逼近云业务
AI 导读
腾讯CSO James Mitchell称中国token价格虽低但生产成本更低，推动WorkBuddy付费用户毛利率接近腾讯云水平。WorkBuddy月访问量超2100万，具备构建类Codex生态的规模（Codex用户超1500万）。腾讯AI投入优先级为：更大混元模型、WorkBuddy算力、云容量；管理层称当前多数AI支出为一次性投入。
Tencent CSO James Mitchell said China's token prices are low, but production costs are even lower, pushing WorkBuddy's paid-user gross margins close to Tencent Cloud levels. WorkBuddy now sees over 21 million monthly visits, giving it the scale to build a Codex-like ecosystem; Codex currently has more than 15 million users. Tencent's AI spending priorities are clear: larger Hunyuan models first, WorkBuddy compute second, and cloud capacity third. Management says most current AI spending is one-off.
来源：X.PIN· x.com