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ByteDance Seed adjusts Doubaogu price to $14.85, AI long-term incentive pricing revised again

ByteDance Seed adjusts Doubaogu price to $14.85, AI long-term incentive pricing revised again

July 23, 2026
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On the afternoon of June 16, ByteDance's Seed division issued another internal notice adjusting the price of Doubao Shares. The new price of $14.85 marks a 13.5% increase from the initial $13.08 announced in April. Meanwhile, ByteDance's overall option price rose from $229.5 to $235.5, an increase of about 2.63%. In comparison, Doubao Shares have appreciated at a significantly higher rate.

Looking back, the Doubao Shares mechanism was first established in October 2025 by ByteDance's Seed department as a long-term talent incentive plan for its large model business. It employs a virtual share and repurchase mechanism to bind and motivate the core AI team over the long term, aligning the interests of the business and its talents.

ByteDance Douyin Doubao large model

Regarding the implementation timeline, the plan has been steadily progressing. On April 15, ByteDance first initiated the repurchase of Doubao Shares at a price of $13.08 (approximately RMB 90.51). In May, the Seed department further announced that eligible employees could choose to receive their year-end bonus in the form of Doubao Shares, allowing them to convert between cash bonuses and virtual share incentives.

The latest adjustment shows the mechanism is strengthening the link between price and incentives. The current increase in Doubao Shares has clearly outpaced the company's overall option growth, reflecting its rising weight and expectations within the AI large model business.

From an institutional design perspective, Doubao Shares belong to a virtual equity incentive system built around the Doubao large model business. By establishing a repurchase mechanism similar to options, it segments the AI business into independent incentive units to enhance long-term attractiveness and stability for top R&D talent. The plan has been piloted in the Seed department and is expected to expand to more business teams closely related to the Doubao large model in the future.

Amid intensifying competition in large models, internet companies are accelerating the exploration of more refined, business-unit-based talent incentive mechanisms to ensure a continuous supply of AI core capabilities and organizational stability.

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