Thirty-six kryptonite.

Wen Zheng Yi

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The Kryptonite learned that the byte-jumping volcanic engine had increased the target of the Maas operations camp to $15 billion in April this year, and that the target was rising almost every month. By the end of 2025, the target was $10 billion.

Krypton learned that in 2025, Maas earned about $1.5 billion a year from the volcano, which is equivalent to 10 times the current 2026 collection target for last year. It can be said that almost all of the increase in the Maas battalion of the volcano is due to the outbreak of Seedance 2.0 -- the video model Seedance 2.0 -- which is now generating over $1 billion a month.

A near-volcanic man has revealed that, to date, the average daily consumption of the volcanic engine Token has remained at almost 40 per cent a month.

In 2025, the industry was still arguing about who would be the best price for Maas; by 2026, the industry consensus had become as clear as ever – the best way to make a top model is to rapidly raise Token consumption and to make customers willing to pay for it.

Token World War, now clearly divided into two battle lines: the Coding Model and the Video Model. Compared to crowded.LLMThe companies in the model track have put the model to the floor price, and the head Coding and video models still have some bargaining power, especially video models.

And byte, it's a video model, Seedance 2.0.

The byte, released on February 10th, set off a global explosion, toplined Artificial Analysis Vidio Arena, Elo 1269, which has surpassed the top overseas video models of Veo 3 and Sora 2.

The blast also led directly to the lack of demand for models, especially during spring seasons, which caused long queues of users — a dozen seconds of video production would take 10 hours. Since then, byte strategies such as white lists have been launched - providing a steady supply of blood-filled version of Seedance 2.0 for users who sign a year frame, and since then, the commercialization of Seedance 2.0 has been initiated.

Many large plant people say to 36 kryptonite that a single model can generate more than $1 billion a month for a volcano, and that this number is still climbing. And because of Seedance 2.0 API The official full volume is not yet available overseas, and this figure has been achieved in the context of limited market availability, and the volcanic target for Maas operations is expected to continue to rise.

Seedance 2.0 validates one thing: if model power faults lead, then the payer will come. Seedance is known to have a penetration rate of about 95% in the short play industry. "If you're a short play trader, you can hardly be a Seedance user." A video Agent practitioner said to 36 krypton.

Currently, Seedance 2.0 has the second largest market share globally, after Google Veo. This year, the goal of Feedance 2.0 is to enhance the expansion of overseas markets as a video model with the largest share of the global market. And in this pursuit, Maas of the volcanic engine is bound to climb.

But volcanoes don't sell well.

Coding does not bring much battalion growth to the volcano. The reason is simple: the capacity of Seed Coding is not good enough.

Who ate Coding's dividend? More than one person with knowledge has indicated to 36 kryptons that the intelligence spectrum may be the biggest winner.

In 2024, the intelligence book was betped. Anthropic Training course: Focusing on modeling intelligence and enhancing Coding capabilities. Two years of accumulation, an opportunity to take the lead in this year's Token War.

CEO Zhang Peng disclosed in a recent financial teleconference that in the first quarter of 2026 the GLM interface had accumulated a price increase of about 83 per cent, and that the API call rate had increased by 400 per cent despite several price adjustments - currently, the GLM-51 price in the smart spectrum was close to Token's Cacheline Price Claude. The Sonnet 4.6 level, which is the first time that a large model of national production has matched prices with those of a head manufacturer overseas in a core scenario. Behind this is GLM-51, which has already achieved head-levels in coding.

Coding is now a more crowded money track than a video model.

At the end of 2025, the API service provider OpenRouter had proposed a theory called “Cinderella Crystal Shoes Effect”: the AI model was released to users who came in the first month, often with higher retention rates than those who came in later. Because when users use a good model, like Cinderella wears a crystal shoe, they produce a high level of loyalty and bind the business depth to the model.

So, now, the dark side of the month, business companies like Mini Max, the cloud services of big companies like Byte Alitent, and even the operators, are rolling out their Coding Plan and scaling up their sales, hoping to attract more users into their businesses at relatively low prices, draining Token, and working to increase their profitability.

As a result, 36 kryptons have been informed, since last year, Aliyun has formed several new Maas sales teams to work with the original direct sales team. The main mission of the Maas team is to dig up the use scene and actively promote the use of Agent ' s capabilities by business clients to increase token consumption.

New stories occur almost every day on the battlefield of a large model. Although the current phase of Seedance 2.0 has brought a sharp increase in Maas revenues for the volcanic engine, it is a byte-repeated issue to maintain the growth momentum for a longer period, to complement the Coding panel.

Cover source |AI generation

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This article is from the Micro-Intelligence News, by Tang Wynn, 36 kryptons.