Bilibili

ByteDance AI Pivot: Doubao Loses Money, Enterprise Shift

ByteDance’s consumer AI assistant Doubao reached massive scale (345 million monthly active users; >200 million daily opens) but generates negligible revenue—reported at under RMB 1 million per day—while daily inference compute costs are estimated in the tens of millions of yuan. ByteDance is markedly increasing AI investment (reported 2026 capex above RMB 200 billion) and — after executive meetings with Anthropic — has begun reallocating resources from consumer-facing products toward enterprise AI services. The article contrasts Doubao’s heavy cost-to-revenue imbalance with Anthropic’s faster enterprise monetization (Claude Code reached $1bn annualized within six months and $2.5bn by Feb 2026), highlighting a strategic shift inside ByteDance to chase enterprise revenue streams.

新剧场发布

Bilibili has launched a new theater section, enhancing its content offerings.

Weibo as Alt-Data: Python Guide for China Funds

A technical how‑to shows how China‑focused funds can convert public Weibo activity into low‑cost alternative data using an Apify Actor (zhorex/weibo-scraper) and simple Python code. The article identifies three valuable signals — Weibo’s hot‑search board, keyword/cashtag sentiment, and KOL post monitoring — and demonstrates cron-based scraping patterns, reach-weighting of posts, and joining feeds (Weibo + Xueqiu) for consumer and investor sentiment. It describes pricing as pay‑per‑result (cents per run), gives example code snippets, and lists other Apify actors for Chinese platforms (Xueqiu, Xiaohongshu/RedNote, Bilibili, Chinese Brand Monitor). The author notes limitations (not real‑time tick data, public surface only, no sentiment model included) and provides implementation guidance for building daily alt‑data jobs and velocity-based signals.