2026-03-25 16:52:30

Here's a summary with several points I find very insightful:

**Core idea:** Build AI-native infrastructure, and leave application-layer solutions to talented teams

guoyu believes there's a difference in layout strategy between ByteDance and US companies:

🇨🇳 **ByteDance:** Deep focus on ToC consumer entertainment products; limited investment in AI productivity infrastructure

🇺🇸 **Silicon Valley:** Heavy investment in Agent infrastructure, edge networks, and sandbox services

⚠️ **ByteDance's risk:** AI paradigm shifts are more dramatic than those of mobile internet

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