ByteDance Just Admitted Software Is a Dead End. Here’s What They’re Really Selling.
ByteDance’s split of Feishu isn’t just a reorganizationโit’s a confession that standalone SaaS is obsolete. The product team goes to Doubao, sales to Volcano Engine, and CEO Xie Xin now reports to a former subordinate. The real signal: software is now just a loss-leading interface for AI token consumption. For enterprise buyers, this means shifting from per-seat pricing to opaque MaaS models, where trust and data security become the new battleground.