TikTok 的成败，将验证一个全球化协作的公司形态，还能不能适应这个对全球化不再那么友好的时代。 本文首发于 2022 年 04 月 07 日 文 丨 高洪浩 李晓蕾 编辑 丨 黄俊杰 高洪浩 没有哪个产品，像 TikTok 如此快地在全球范围攻城略地——上线 5 年，现在每月就有超过 12 亿人用 它消磨时光。同样是大平台扶持的新产品，Instagram 被 Facebook（Meta）收购 6 年后，月活才到 10 亿。 也没有第二个这样成功的产品在如此频繁的管理者更迭下完成——TikTok 上线 5 年，换了五任负责 人。 类似抖音，TikTok 目前为止取得成功所依靠的，仍然是字节跳动体系的力量：来自抖音管理团队和成 熟的业务方法论、强大的集团中台支撑、创始人张一鸣对国际化长期坚定的投入。 但在经历了 2020 年因地缘政治冲突而起的一系列危机后，TikTok 正在和这个体系逐渐拉开距离。这 也是 TikTok 管理者频繁变动的主要原因。 早期，TikTok 由从抖音成长起来的年轻中国高管负责。现在，它被交给了具有外国国籍、有丰富海外 背景和政商关系的高管。 高管更迭同时，TikTok 开始弱化自己 ...

Core Insights - The competitive landscape of Character.ai applications is undergoing significant restructuring driven by the generative AI wave, with the acquisition by Google marking the beginning of a new phase focused on virtual companionship and interactive content [1][3] - Museland emerges as a breakthrough application by shifting the interactive pressure to AI characters, allowing users to engage with minimal input, thus achieving a peak daily download of 14,000 [1][9] Group 1: Market Dynamics - Following the acquisition of Character.ai by Google, it remains the leader in monthly active users (MAU) with 198.93 million, although it saw a 1% decrease. Janitor AI ranks second with 95.37 million MAU, an 8% increase. In contrast, the leading domestic application, Minimax's Xingye, has 7.31 million MAU, up 21.6% [3][4] - The market is witnessing a clear bifurcation into two paths: virtual companionship and interactive content, with Museland focusing on narrative-driven interactions [3][5] Group 2: Museland's Unique Proposition - Museland differentiates itself by emphasizing the narrative and interactive aspects of conversations, requiring less active engagement from users. Users can input a single line to trigger ongoing character responses, enhancing the immersive experience [5][10] - The application introduces NPC-style scenario guidance and multi-modal creation, providing a smoother immersive experience compared to traditional role-playing games [10][12] Group 3: User Engagement and Customization - Museland allows users to create characters without programming knowledge, offering a vast library of character styles and voice templates, enabling personalized AI companions [14][15] - Users can set specific scenarios and storylines, enhancing the immersive narrative experience with their chosen characters [15] Group 4: Founder Background - Museland is developed by ZULUTION INTELLIGENCE PTE. LTD, led by founder Yang Luyu, who previously co-founded the short video app Musical.ly, which was acquired by ByteDance and transformed into TikTok [16][18] - Yang's entrepreneurial journey reflects a transition from educational hardware to AIGC, culminating in the launch of Museland in late 2024 [18]