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12。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.12 Feishu head Xie Xin will report to Doubao head Zhao Qi, while VolcanoEngine head Tan Dai will oversee the unified enterprise commercial front-end.12
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
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