Odd Lots · Monday, June 29, 2026
BYD CFO Henry Hoo explained the company's shift in focus from Daily Active Users (DAU) to Daily Active Agents (DAA) as a key metric for success in the AI era. He highlighted that DAA better reflects the value generated by AI agents, which can now plan and complete tasks, leading to new revenue models based on performance and profit sharing.
“However, in the recent conference, our chairman and founder of by Do, Robin mentioned, as in based on his leadership, that DAA, which is a daily active agents are the new kind of matrix to defining the success of agents. So I kind of very much agree on that. The reason is if you look at the tasks, it's actually spread out into different verticals right so right now it's very difficult to find a new way to identify how much people using especially how much value coming out from using AI. So the agents today is basically can deliver a final task, not only using as a tool for human beings. The agent is smart enoughs can think about that, planning the task and completing the task, and obviously in the way of interacting with human beings, it actually become more smarter and in the way that working with more efficient planning of that.”
“But right now, most of the meeting we are having today is with the CEO himself. Because AI right now is not only about by Doo, It's really about helping our clients. So the client has to be a top down level of the initiatives to really drive AI internally. So I think our sales process become relatively more efficient in a way that we get into the number one decision makers. He has a budget and he knows that driving the part efficiency is important for his task, so he's willing to share certain economics with us.”