When your best engineers keep getting phone calls from rivals, you start writing bigger checks. ByteDance, the company behind TikTok, is rolling out a targeted equity incentive program for its Seed AI...

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<p>When your best engineers keep getting phone calls from rivals, you start writing bigger checks. ByteDance, the company behind TikTok, is rolling out a targeted equity incentive program for its Seed AI division, offering monthly stock option grants to keep its artificial intelligence talent from walking out the door.</p>
<adv/><p>The move comes as China’s tech giants are locked in an increasingly aggressive battle over AI researchers and engineers, with companies like Tencent and DeepSeek reportedly picking off skilled professionals from competitors at a pace that’s forcing the entire industry to rethink compensation.</p>
<adv/><h2>What the incentive package looks like</h2>
<p>Under the new plan, employees in ByteDance’s Seed AI division will receive monthly stock option grants ranging from 90,000 to 130,000 units. The exact amount depends on performance reviews and seniority level.</p>
<p>These options vest over 18 months, which is the retention mechanic at work. Walk away early and you leave money on the table.</p>
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</div> <p>ByteDance has set an internal valuation of $5B for the equity incentive program. That figure is notably lower than broader market estimates of what ByteDance’s shares might actually be worth, which could mean employees are getting options priced at a discount, making the upside even more attractive if the company ever goes public or allows secondary sales at higher valuations.</p>
<p>The Seed division itself was established in 2023 with a focus on developing large language models and generative AI tools.</p>
<h2>The $23 billion AI spending spree</h2>
<p>ByteDance plans to allocate $23B (roughly RMB 160 billion) toward AI capital expenditures in 2026. That’s up from RMB 150 billion in 2025.</p>
<p>More than half of that 2026 budget is earmarked for advanced semiconductor development.</p>
<p>ByteDance is also expanding its talent pipeline internationally. The company aims to recruit around 100 AI professionals in the US by February 2026.</p>
<h2>China’s AI talent wars are getting brutal</h2>
<p>The backdrop to all of this is a Chinese tech ecosystem where poaching AI talent has gone from competitive nuisance to existential threat. Cross-company movements of engineers and researchers have intensified across the sector, with high-profile hires from companies like DeepSeek making headlines.</p>
<h2>What this means for investors</h2>
<p>ByteDance remains a private company, so there’s no public stock to trade on this news.</p>
<p>The sheer scale of ByteDance’s AI spending, $23B in a single year, confirms that the global AI infrastructure buildout is not slowing down.</p>
<p>ByteDance’s decision to recruit AI talent in the US adds another dimension to the already complicated geopolitical landscape around technology transfer. With TikTok’s future in the US market still subject to regulatory uncertainty, the company’s expansion of its American AI workforce could either ease tensions by demonstrating local investment, or heighten scrutiny from lawmakers already wary of Chinese tech firms operating on US soil.</p>

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ByteDance offers special stock incentives to AI team to combat poaching

当你最优秀的工程师不断接到竞争对手的电话时，你就得开始开出更大的支票。TikTok 的母公司字节跳动正在为其 Seed AI 团队推出一项定向股权激励计划……

<div><div><p>当你的顶尖工程师不断接到竞争对手的电话时，你就得开始加大投入。 TikTok 的母公司位元组跳动正在为其人工智慧部门 Seed AI 推出一项定向股权激励计划，每月授予员工股票选择权，以留住人工智慧人才。</p><adv/><p>此举正值中国科技巨头们在人工智慧研究人员和工程师的争夺战中愈演愈烈之际，据报道，腾讯和DeepSeek等公司正以惊人的速度从竞争对手那里挖走技术娴熟的专业人才，迫使整个行业重新思考薪酬体系。</p><adv/><h2>激励方案的具体内容</h2><p>根据新方案，位元组跳动旗下Seed AI部门的员工每月将获得9万至13万股不等的股票选择权。具体数量取决于绩效考核和资历。</p><p>这些选择权分18个月逐步归属，这是公司为了留住人才而采取的机制。提前退出，你等于放弃了应得的收益。</p><div><div>广告</div><template/></div><p>位元组跳动内部将股权激励计划的估值定为50亿美元。这一数字明显低于市场对位元组跳动股票实际价值的普遍预期，这意味著员工可能以折扣价获得期权，如果公司未来上市或以更高的估值进行二级市场交易，这些期权的上涨潜力将更具吸引力。</p><p> Seed 部门成立于 2023 年，专注于开发大型语言模型和生成式人工智慧工具。</p><h2> 230亿美元的人工智慧支出狂潮</h2><p>字节跳动计划在2026年投入230亿美元（约合人民币1,600亿元）用于人工智慧领域的资本支出。这比2025年的1500亿元增加。</p><p> 2026 年预算的一半以上将用于先进半导体的研发。</p><p>字节跳动也在积极拓展其国际人才储备。该公司计划在2026年2月于美国招募约100名人工智慧专业人才。</p><h2>中国的AI人才争夺战愈演愈烈。</h2><p>这一切的背景是中国科技生态系统，在这个生态系统中，挖走人工智慧人才已经从竞争中的小麻烦演变成生存威胁。工程师和研究人员的跨公司流动在整个行业内愈演愈烈，像DeepSeek这样的公司挖走高薪人才更是频频登上新闻头条。</p><h2>这对投资者意味著什么</h2><p>位元组跳动仍然是一家私人公司，因此没有公开交易的股票可以借此讯息进行交易。</p><p>位元组跳动在人工智慧领域一年内投入 230 亿美元，如此庞大的投入规模证实，全球人工智慧基础设施建设并未放缓。</p><p>字节跳动决定在美国招募人工智慧人才，为本已错综复杂的技术转移地缘政治格局增添了新的维度。鉴于TikTok在美国市场的未来仍面临监管方面的不确定性，该公司扩大其在美国的人工智慧团队规模，既有可能透过展现本地投资来缓解紧张局势，也有可能加剧那些本就对在美国运营的中国科技公司保持警惕的立法者的审查。</p></div></div>

字节跳动向人工智能团队提供特殊股票激励，以打击挖角行为。

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