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中式团播为何在韩国玩不转?
3 6 Ke· 2026-01-15 00:17
短短一年左右,韩国团播便已撕开一片新蓝海。 从零散尝试到规模落地,本土已有第一批"吃螃蟹"的工会完成了体系搭建,甚至韩国还成为了国内MCN出海必争之地。 据韩媒不完全统计,截至2025年底,韩国本土已有超过1000家进行直播业务的MCN。在这之中,不容忽视的则是中国MCN 的落地、合作、投资。当内地 团播进入供给过剩、模式同质化的瓶颈期,一些敏锐的入局者们率先将成熟的团播方法论"搬出墙外",将韩国视为新的试验场与放大器。 在更高付费意愿、更大监管尺度、更强练习生文化土壤与尚未完全内卷的市场环境下,韩国团播正在酝酿着更大的商业想象空间。而部分率先入场的中国 MCN,已在低调布局中跑通模型,实现"闷声发财"。 抢滩TikTok团播进行时 韩国团播的风起,离不开TikTok的助力。 2022年5月,TikTok Live正式在韩国上线,在经过市场准入阶段之后迅速进入增长,尤其是在去年短短一年内,韩国本土立足TikTok Live模式的MCN规 模增长达到五倍。 如今的韩国团播市场,不乏与中国团播公司有着千丝万缕的联系:同样的霓虹灯光背景板、大长腿特效、PK跳舞、疑似擦边的性感编舞、流行歌曲混 搭、上票话术、"放饭" ...
国信证券:内容分发方式决定平台类型 AI显著赋能社区平台广告变现能力
智通财经网· 2026-01-07 09:24
Core Insights - The current supply-demand relationship in content communities determines the difficulty of platform generalization and commercialization potential [1][2] Group 1: Content Community vs. Information Distribution Platform - The distinction between content communities and information distribution platforms is influenced by content distribution methods, with early content supply being limited and recommendation algorithms being underdeveloped [2] - Platforms like Bilibili, Xiaohongshu, and Kuaishou emerged as content communities due to high creator influence, while ByteDance built products like Toutiao and Douyin around recommendation algorithms, leading to a high platform influence [2] Group 2: Community Generalization Pathways - Bilibili and Xiaohongshu are expected to differentiate themselves in niche markets, with daily active users projected to grow from 120 million to 200-300 million by Q3 2025 [3] - Two evolutionary paths are identified: 1. Douyin transitioned from a trendy short video community to an information distribution platform through external traffic and algorithm-driven content supply [3] 2. Bilibili aims to establish itself as a cultural brand company, focusing on niche segments rather than broad coverage [3] Group 3: Monetization Strategies - Short-term revenue growth for communities relies on advertising, with Xiaohongshu expected to reach an annual advertising revenue of 200 billion by 2030, indicating a fourfold growth potential [4] - Bilibili's advertising revenue is projected to grow at a CAGR of 19% over the next three years, reaching 16.8 billion by 2028, with a long-term potential of 35 billion [4] Group 4: Long-term Revenue Growth - Bilibili's long-term revenue is expected to come from value-added services and gaming, with over 65% of its income derived from ACG (Anime, Comics, and Games) content [5] - The platform's community gaming advantages enhance the likelihood of creating hit games, while anime content monetizes directly through membership [5] Group 5: Impact of AI Technology - AI significantly lowers content creation difficulty and costs, leading to more abundant content supply and higher demands for content review [6] - AI enhances platform traffic distribution efficiency and monetization capabilities, improving content recommendation accuracy and advertising effectiveness [6]
速递|单图生成实时视频分身:扩散模型AI助手Lemon Slice获YC、Matrix等1050万美元投资
Z Potentials· 2025-12-25 03:39
数字头像生成公司 Lemon Slice 正致力于通过新型扩散模型为聊天场景增添视频维度——该技术仅需单张图像即可生成动态数字形象。 这个名为 Lemon Slice-2 的模型能够创建基于知识库运行的数字化身,可扮演 AI 智能体所需的任何角色,例如解答客户咨询、协助完成作业问 题,甚至担任心理健康支持顾问。 "在生成式人工智能的早期阶段,我的联合创始人开始尝试各种视频模型,我们明显意识到视频将走向交互化。 像 ChatGPT 这类工具之所以引人注 目,正是因为它们的交互性——我们希望视频也能具备这种特质。"联合创始人莉娜·科卢奇表示。 Lemon Slice 称该模型拥有 200 亿参数,仅需单张 GPU 即可实现每秒 20 帧的视频直播流生成。公司通过 API 和可嵌入小组件提供服务,企业仅需 一行代码就能将其集成至网站。创建数字化身后,用户可以随时变更角色背景、风格样式与外观形态。 除了拟人化形象,该公司还着力开发能够生成非人型角色的技术,以满足多元化需求。这家初创企业正运用 ElevenLabs 的技术为这些数字化身生 成语音。 Lemon Slice 由 Lina Colucci 、 Sidney ...
押注“童年创伤”创始人:这家伦敦早期基金换来10倍回报
3 6 Ke· 2025-12-22 10:35
Core Insights - Hummingbird Ventures, a London-based venture capital firm, focuses on supporting "outlier" founders, which has led to the recognition of its partners Barend Van den Brande and Firat Ileri in Forbes' Midas List Europe [2][3] - The firm successfully led a $15 million Series A funding round for BillionToOne, a medical diagnostics startup, which later went public with a market valuation reaching $4.4 billion [2][3] - Hummingbird's investment strategy emphasizes identifying founders with unique backgrounds and resilience, particularly those who have faced significant challenges in their lives [4][5] Investment Strategy - Hummingbird seeks "outlier" founders who possess a strong desire to succeed despite their unconventional backgrounds [4][5] - The firm has invested in various sectors, including biotechnology, cryptocurrency, artificial intelligence, and gaming, based on the shared traits of resilience among founders [3][4] - Hummingbird's approach diverges from traditional venture capital by focusing on fewer investments, often concentrating a significant portion of their funds into a single startup [9][12] Performance Metrics - Hummingbird's second fund, raised in 2012, has achieved a distribution to paid-in (DPI) ratio of 10x and an internal rate of return (IRR) of 46%, outperforming many peers [11][12] - The firm’s early funds rank among the top 10% of venture capital funds established since 2012, showcasing exceptional performance compared to industry averages [12] - Hummingbird's investment philosophy aligns with the pursuit of "cognitive arbitrage," similar to that of notable investors like Peter Thiel, but with a more aggressive and early-stage investment style [12][13] Team and Operations - Hummingbird's team consists of 14 members who actively search for promising founders globally, with a flexible approach to exploring opportunities in various regions [9][13] - The firm has established a talent team to assist founders in recruiting key management personnel, marking a rare alignment with traditional venture capital practices [11] - Hummingbird's headquarters in London is strategically located near other prominent venture capital firms, enhancing its networking and investment opportunities [13]
Reddit Cranks Up Safety Rules to Meet — and Beat — Australia's Law
CNET· 2025-12-09 21:01
Core Points - Reddit is implementing age verification measures to comply with new Australian laws that restrict access to users under 16 years old [1][4] - The company is also modifying the app for users under 18 globally, limiting access to NSFW and mature content, and disabling ad personalization [2][6] - Reddit criticizes the Australian legislation as arbitrary and a limitation on free expression, while acknowledging the trend of age verification laws worldwide [3] Group 1: Compliance Measures - Reddit will verify that new and existing account holders in Australia are at least 16 years old [1] - An age prediction model will be used to assess user age, requiring proof of age through government ID or selfies if under 16 [4] - Accounts determined to be under 16 will be suspended [4] Group 2: Data Handling and Privacy - Reddit will securely store age information but not the verification documents or photos [5] - Age information will not be visible to advertisers and will only be used to enhance content relevance [5] Group 3: Platform Safety Enhancements - For users under 18, ad personalization will be disabled, and sensitive ads related to alcohol and gambling will not be shown [6] - Users under 18 will not be allowed to moderate NSFW or mature content communities [6]
X @Bloomberg
Bloomberg· 2025-12-02 15:02
Twitch Music Streaming Growth - Music streams on Twitch increased over 10% in 2025 [1] Key Musician - PlaqueBoyMax was among the platform's most streamed musicians [1] Industry Recognition - The music industry is taking notice of the trend [1]
X @Mayne
Mayne· 2025-11-26 03:59
You can find Bernie speeches saying the same shit 30 years ago.Bernie Sanders (@BernieSanders):In an authoritarian society, a handful of oligarchs own media.Here’s where we are in America:Musk owns X.Zuckerberg owns Facebook & Instagram.The Ellisons own CBS — and are eyeing CNN & TikTok.Bezos owns Twitch & the Washington Post.We must combat oligarchy. ...
X @TechCrunch
TechCrunch· 2025-11-21 13:20
Australia adds Twitch to teen social media ban, Pinterest exempted https://t.co/xvnyN7ipqu ...
X @Mike Benz
Mike Benz· 2025-11-19 07:35
What’s more humiliating, getting trolled with an anal probe entering China or scanning your face to watch IShowSpeed on Twitch in Britain https://t.co/7Qrseb0TDa ...
X @Mike Benz
Mike Benz· 2025-11-19 07:32
This reminds me of when China forced foreigners to do anal swab Covid tests, except this is now just everyday life for BritsReclaim The Net (@ReclaimTheNetHQ):Twitch is making UK users scan their faces to watch certain streams.The government calls it safety. It’s a state-mandated dragnet for faces, built into entertainment, normalizing surveillance and gutting privacy. ...