字节跳动正式启动其ToB体系规模最大的一次架构调整[1]。7月30日，字节发布内部邮件宣布豆包与飞书产品团队整合[2]，飞书产品团队整体并入豆包，由豆包负责人赵祺统管，飞书负责人谢欣向其汇报[1][2]。同时，飞书市场、销售与客户服务团队并入火山引擎，由谭待统筹搭建统一的ToB商业化前台[1]。这是字节自2021年实行业务板块化以来的重大重组[1]。
此次调整将飞书定位从独立办公SaaS转向豆包企业级AI的载体，意在补齐豆包在中重度办公协同方面的短板[1]。豆包企业版已在部分飞书客户中开启内测[2]。目前豆包月活用户达3.82亿[2]，字节大模型业务年度经常性收入达40亿美元[2]，豆包大模型日均Token调用量突破180万亿[2]。与此同时，阿里、腾讯也在同期完成了类似的AI办公产品整合，三家大厂的并行调整反映出企业AI赛道已从试错阶段进入商业化攻坚期[1]。
ByteDance has initiated its largest restructuring of its enterprise business division since adopting a divisional operating model in 2021.[1] On July 30, the company announced that Doubao's product team will absorb Feishu's product division entirely, with Feishu's market, sales, and customer service teams consolidating under VolcanoEngine.[1][2] Feishu head Xie Xin will report to Doubao head Zhao Qi, while VolcanoEngine head Tan Dai will oversee the unified enterprise commercial front-end.[1][2]
The strategic shift repositions Feishu from an independent office software platform toward serving as the enterprise-grade vehicle for Doubao's AI capabilities, addressing the latter's gaps in medium to heavy-duty office collaboration.[1] Doubao's enterprise version has already begun internal testing with select Feishu customers.[2] As of the announcement, Doubao's monthly active users reached 382 million, while ByteDance's large language model business achieved an annual recurring revenue of $4 billion, with Doubao's large model processing an average of 1.8 quintillion tokens daily.[2]
The reorganization reflects a broader industry shift toward commercializing enterprise AI.[1] Alibaba and Tencent have similarly completed comparable integrations of their AI office products during the same period, signaling that the enterprise AI sector has transitioned from experimental phases into a critical commercialization phase.[1] Industry analysts generally assess a two to three-year window for positioning in the desktop AI market entry point, underscoring the urgency driving these simultaneous structural adjustments across major technology companies.[1]
