这音乐App月活直逼网易云，1.2亿用户是用抖音“喂”出来的？能赚到钱吗

Core Insights - Soda Music has rapidly grown to 120 million monthly active users, closely approaching NetEase Cloud Music's 147 million, largely due to its integration with Douyin's traffic and resources [2][8] - The platform serves as a copyright music library for content platforms like Douyin, Jianying, and Xigua Video, positioning itself as a disruptor in the music market [2][5] - Despite its growth, Soda Music faces challenges in monetization, as its user acquisition strategy relies heavily on a free model, raising questions about long-term profitability [12][16] User Engagement and Growth - Soda Music's user base is significantly driven by Douyin, with 82.1% of its users coming from the platform [8] - The app's initial appeal was as a "music collection" tool for Douyin users, with a high percentage of trending songs being popular Douyin tracks [6][11] - Users appreciate the platform's free membership model, which allows them to access music without traditional subscription fees [9][11] Market Position and Strategy - The platform's music library includes a mix of Douyin hits, popular covers, classic tracks, and original works, including AI-generated music [11] - Soda Music's strategy involves leveraging AI to attract users, with a focus on creating a comprehensive ecosystem for music creation and monetization [11][12] - The platform's growth has raised concerns about its ability to sustain profitability given the high costs associated with copyright and operations [12][15] Competitive Landscape - The music industry is characterized by a strong head effect, making it difficult for new entrants like Soda Music to establish a stable commercial model [12][15] - Analysts suggest that Soda Music may struggle to attract core music users due to its reliance on a free model, which could undermine its competitive advantage [15][16] - The introduction of new music apps by ByteDance, such as Tomato Music, indicates a broader strategy to capture the music market, but also highlights the competitive pressures Soda Music faces [16]