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观察| 我们都错了,Sora的野心是社交
Core Insights - The article emphasizes that the ultimate battleground in the internet industry is not content but the ownership of social relationship chains, as demonstrated by OpenAI's Sora2 and its viral growth through an invitation mechanism [2][4][12]. Group 1: Sora2's Nature and Social Ambitions - Sora2 is not merely an AI tool for video generation but a social relationship harvesting machine, leveraging its viral spread to build a social graph [6][8]. - The "invite one, share four" mechanism of Sora2 mirrors the early strategies of WeChat, highlighting the importance of social connections over mere functionality [4][13]. - The data collected on social relationships, such as who invites whom, is more valuable than the technology itself, indicating a shift towards social capital accumulation [9][12]. Group 2: Tencent's Competitive Advantage - Tencent's success is attributed to its robust social relationship chain, with WeChat's 900 million daily active users forming a deep-rooted social network [14][21]. - The migration of QQ relationships to WeChat was crucial for its rapid user growth, demonstrating the resistance users have to adopting new social platforms without their existing connections [15][16]. - Tencent's various successful features, such as WeChat red envelopes and mini-programs, are fundamentally empowered by its social relationship chain, contrasting with ByteDance's reliance on algorithm-driven content [17][21]. Group 3: ByteDance's Challenges - ByteDance's heavy dependence on short video content has created vulnerabilities, as it lacks the social connections that keep users engaged long-term [22][24]. - Despite numerous attempts to create social products, ByteDance has struggled to establish meaningful user interactions, leading to rapid declines in user engagement [25][27]. - The competition in the e-commerce space is fundamentally different from social platforms, where users are less likely to switch due to price alone, as seen with WeChat's enduring user base [28][29]. Group 4: The Impact of AI on Social Dynamics - The emergence of Sora2 intensifies ByteDance's anxieties, as it introduces a new social interaction model that combines AI with user collaboration [30][31]. - Tencent is proactively developing a social video generation platform that leverages its existing relationship chains, positioning itself advantageously in the AI social landscape [32][33]. - The article concludes that while content forms may evolve, the essence of social connections remains constant, and those who control the relationship chains will dominate the future [34][43].
周受资漫长的战役
投资界· 2025-01-20 06:12
腾讯新闻出品栏目,关注科技和TMT领域公司、事件和人物中的故事,探究背后的深层逻辑。 风暴中心。 作者 | 妮可 来源 | 深网腾讯新闻 以下文章来源于深网腾讯新闻 ,作者妮可 深网腾讯新闻 . (ID:qqshenwang) 作为TikTok CEO的周受资,出现在了1月20日特朗普就职典礼的邀请名单上。此刻的 他,正处于一场风暴的中心位置。 据新华社快讯:TikTok公司当地时间18日晚通知美国用户,由于美官方禁令19日起生 效,TikTok软件将暂时对用户停止服务。1月17日,美国最高法院裁定支持短视频社交 媒体平台TikTok在美禁令。 周受资对此发布视频回应称,将尽全力确保TikTok平台未来继续繁荣,并提及美国候任 总统特朗普"承诺与我们一起找到让TikTok在美可用的解决方案"。 TikTok"不卖就禁"落锤在即,谈判桌下面,是一场关于商业的持久战,参与角逐的势力 涉及美国社交媒体巨头、电商巨头,以及代表着不同利益的资本和财团。 进入到攻防激烈的中场战事,顶着"打工皇帝"名号的周受资,能否继续保持职业生涯的 胜绩,掌握这场拉锯战的主动权? 生意人 最近TikTok "难民"疯狂涌入小红书,这件事 ...