Zhipu's Chat App Peaked at 11M MAU vs Doubao's 324M — It Pivoted to Enterprise
ccerrato147 · x · 2026-11-09
Zhipu lost the distribution war: its consumer app never passed 11M monthly users, while ByteDance's Doubao reached an estimated 324M backed by TikTok's owner. So Zhipu stopped selling to phone users and pivoted to selling to companies.
Related event: Anatomy of Zhipu's Open-Source Gamble: $110M Revenue, Volatile Valuation(13 posts)→
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