# 腾讯CSO：WorkBuddy月访问超2100万，毛利逼近云业务

- 来源：X.PIN (@thexpin)
- 发布时间：2026-08-13 17:20
- AIHOT 分数：61
- AIHOT 链接：https://aihot.virxact.com/items/cmsrb67pp0sdvroz2w1uzjjvr
- 原文链接：https://x.com/thexpin/status/2087831524934877416

## AI 摘要

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。

## 正文

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.