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Bhushan Lodha
5/26/20260 comments
DeepSeek

When user spends token on workbuddy how does dollar change hands from user to further players in chain

When a user spends tokens on Tencent’s WorkBuddy, the actual money flows through a clear, multi-step chain. The user pays the Distributor (carrier or Tencent), who then settles costs with the Model Provider (Tencent Hunyuan or a third party) and the Infrastructure Providers (data centers and chip suppliers).

Here is the step-by-step path of a dollar:

💸 The Flow of Money: A 5-Step Journey

  1. User Pays the Distributor (The Retailer) You start by buying "credits" or "tokens" from a retail front. In WorkBuddy’s case, you pay Tencent directly (e.g., $9.95/month for a subscription) or pay a carrier like China Mobile via your phone bill for a token package -1-3-8.
  2. Distributor Aggregates Demand The platform (WorkBuddy or the carrier’s hub) collects millions of these small payments. It acts like a wholesaler, pooling your $9.95 with everyone else’s. The core business logic here is that WorkBuddy is designed to be a "Token粉碎机" (Token Crusher), converting simple interactions into complex, multi-step tasks that burn through tokens much faster than standard chat .
  3. Distributor Pays the Model Provider WorkBuddy processes your task. If you use the default setting, Tencent’s own Hunyuan model handles the work. If you use a premium external model (like GLM-4.7), Tencent uses your money to pay Zhipu AI or another third-party API provider -3. The settlement system (like China Mobile’s MoMA platform) handles "统一结算" (unified settlement) to split the revenue -1.
  4. Model Provider Pays the Infrastructure The entity running the AI model (Tencent or Zhipu) must cover its costs:
  • Compute (GPU Cloud): They pay Alibaba Cloud, Tencent Cloud, or a specialized AI data center (AIDC) to rent the servers that actually run the calculations -2-7.
  • Hardware & Power: The cloud providers use their revenue to buy chips from Nvidia, Huawei (Ascend), or海光 (Hygon) , and pay massive electricity bills to state grid operators to keep the machines running -2-7.
  1. Full Loop Completion The infrastructure providers pay their suppliers (chip designers pay fabs, data centers pay construction firms), completing the cycle. The user gets the AI task done, and every player in the chain gets their slice.

🤝 Key Players in the Chain

LayerRoleExample Entities
Application LayerThe "Retailer" selling access to youTencent (WorkBuddy), ByteDance, Carriers -3
Aggregator/Distribution LayerThe "Wholesaler" managing billing/routingChina Mobile (MoMA), China Telecom (TokenHub) -1-5
Model LayerThe "Engine" generating the intelligenceTencent Hunyuan, Zhipu AI (GLM), DeepSeek -2
Infrastructure LayerThe "Factory" providing power & chipsAlibaba Cloud,浪潮 (Inspur), 华为, 英伟达 -2-7

💡 WorkBuddy’s Strategic Mechanism

It is important to note that WorkBuddy is not just a tool; it is a strategic mechanism designed to multiply consumption. By enabling complex agentic workflows rather than simple chat, it inherently consumes orders of magnitude more tokens, which directly drives higher revenue for the ecosystem .

Would you like to see how this financial chain differs when using a WorkBuddy-like service through a telecom provider's phone bill instead of a direct app store subscription?

DeepSeek
Source: Chinese AI Revenue Challenges

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