抖音如何启动它的飞轮

抖音的很多成功都归功于字节跳动的个性化引擎,但单靠个性化引擎并不能解释抖音是如何起步的。当抖音刚推出时,它的功能很差,早期的员工都不好意思请有影响力的人在应用程序中发帖。算法本身可以解释他们的成功对我来说没有意义,尤其是在抖音有很多有机内容推荐之前的早期。出于这种好奇心,我了解到虽然抖音广受好评的个性化引擎为他们的成功做出了贡献,但飞轮的运转很大程度上要归功于他们运营团队的努力。

开始

字节跳动推出抖音时,短视频市场已经火爆;Musically 已经存在了 2.5 年,中国领先的短视频应用程序美拍拥有 160 毫米的 DAU,并且正在从他们的流行创作者中培养名人。领先者是快手,它锁定了三线及以下城市的农村消费者。

为了弄清楚如何在如此拥挤的市场中让人们喜欢他们的产品,整个抖音团队进行了广泛的竞争研究。团队成员尝试了几乎所有的短视频产品——大约100个应用程序——来自中国和国外。团队中的每个人每天都在使用短视频产品,以了解现有玩家的优势和劣势。

根据字节跳动中国首席执行官张凯莉的说法,这项研究的高潮是抖音团队意识到,没有一款产品给他们留下了深刻的印象。他们决定专注于四个维度以实现差异化:全屏和高清视频、音乐、滤镜和个性化推荐。实际上,抖音决定推出 Musically 克隆版。这 *应该* 失败了,因为 Musically 早在几年前就已经尝试在中国推出,而且如前所述,该应用程序在推出时表现糟糕得令人尴尬。另外,Musically是中国团队创立的,抖音也不具备本土文化优势。导致抖音成功的不同之处在于他们的团队为使该应用程序起步所付出的运营努力。

自举文化

抖音定位为时尚都市精英的潮流APP。为了确保尝鲜者拥有反映这种定位的文化,抖音大量手工招募尝鲜者。他们动员了全体员工从竞争对手那里吸引创作者,在其他社交网络和短视频应用程序(包括 DMing Musically 创作者)上物色人才。为了让时尚的都市青年创作内容,抖音派遣团队成员深入全国各地的艺术院校,寻找长得好看的学生成为其用户。总而言之,该团队承诺帮助他们在网上成名,从而说服了数百人加入。

在将创作者招募到该应用程序后,抖音将他们视为皇室成员以吸引他们留下来。团队成员每天与创作者聊天,倾听他们的想法,让他们感觉自己参与了平台的早期发展并塑造了平台的方向。他们向创作者发送了定制的礼物,甚至还发送了工作人员在他们生日那天制作的庆祝视频。最优秀的视频创作者会获得相机、名人商品和零食等礼物作为奖励,让他们感到自己很特别。一名工作人员甚至给创作者买了一棵圣诞树。这些努力有助于在用户增长足以留住创作者之前留住创作者。

然后,运营团队开始操纵视频的可见度,以鼓励他们希望培养的时尚内容类型。不符合社区基调和价值观的视频很难获得知名度。考虑到抖音的混音功能,这一举措尤为重要。与 Musically 一样,抖音使用基于主题的挑战来鼓励内容创作,并鼓励用户重复彼此的创作以建立共享的模因。通过突出挑战和他们想要重新混合的内容,抖音促进了更多内容的创建,这些内容强化了他们想要的文化。当然,用户可以提交自己的挑战,运营团队也经常与用户合作应对新的挑战。

创造闪电

抖音的运营团队在应用程序中搜索有可能传播开来的内容并将其放大。他们在其他平台上设立账户来发布带水印的内容——包括微信,在微信禁止他们之前,微信是他们的一个重要渠道——并超越了病毒传播的范围。例如,当一段模仿中国著名喜剧演员的视频出现在抖音上时,运营团队不断在社交媒体上点击该喜剧演员,直到他分享了带有水印的视频,从而产生了数百万的浏览量。

抖音的最终力量来源在于拥有消费者的注意力,但他们获得这种力量的方式并不直观,而是通过现有的社交渠道来利用分销。这让人想起 Instagram 被用来将更精美的照片发布到 Facebook,以及早期的 Airbnb 自动发布列表到 Craigslist。

为什么在 Musically 失败时抖音成功了

当 Musically 推出他们的 Mindie 竞争对手时,他们已经将 90% 的种子资金花在了一个失败的教育应用程序上,剩下不到 3 万美元。为了增加他们成功的几率,音乐在全球范围内推出,导致他们在美国获得关注,但在中国遭到轰炸。正如抖音所证明的那样,Musically 有可能赢得中国市场,但这样做需要大量的运营努力,而 Musically 无法承受。考虑到他们当时拥有的信息和资金,Musically 专注于美国市场更有意义。

多年后,Musically 最终重新进入中国市场,但那时抖音已经在中国获得了关注。Musically 几乎无能为力,因为抖音已经是 Musically 的克隆,拥有更好的推荐引擎,并且拥有来自 ByteDance 的更大资金。

个性化的重要性

TikTok 和分院帽中,Eugene Wei 敏锐地发现,字节跳动的个性化引擎促成了抖音疯狂的高参与度,并让字节跳动将 Musically(后来更名为 TikTok)从其深陷的口型同步利基中脱颖而出。然而,快手的成功甚至是 Musically 在字节跳动之前的成功收购表明高级个性化引擎不需要启动。凭借不太复杂的个性化引擎在音乐上增长到数百万用户,而快手在没有如此复杂的算法的情况下取得了成功(以 200 亿美元以上的市值上限上市)——快手的长期用户从他们在应用内关注的创作者那里消费了高达 50% 的内容,而 TikTok 用户 80-90% 的内容来自受其他用户欢迎的新帐户。

额外的想法

抖音的运营策略类似于安迪·约翰斯 (Andy Johns) 的技术,即在扩大规模之前建立一个小型但参与度高的社区的“白热煤”。文化的建设需要大量的人力,不是砸钱就能解决的问题。事实上,拥有大量资金和大量观众甚至可能成为抑制因素,因为这会产生噪音,使特定文化难以形成。

自力更生文化在操作上非常繁重,并且与以前仅依靠优质产品和推荐来获得成功的社交网络的剧本截然不同。如果我要从头开始一个新的内容社区,这是我会使用的剧本:

  1. 在设计应用程序之前进行广泛的全球竞争产品研究。复制最好的特征
  2. 选择一个利基社区首先关注
  3. 从现有竞争对手和其他社交/物理网络中招募内容创作者
  4. 像对待皇室成员一样对待他们,让他们创造内容,直到消费端本身足够大
  5. 手动突出显示并奖励您希望看到更多的好内容
  6. 使用重新混合和共享模因来增加该内容的创建
  7. 利用现有的社交网络分发内容并寻找机会创造病毒式传播
  8. 然后,通过改进个性化和垂直扩展来驱动飞轮。Andy Johns 有一个很好的框架来说明如何做到这一点

How Douyin Bootstrapped Its Flywheel

 

A lot of Douyin’s success has been attributed to ByteDance’s personalization engine, but the personalization engine alone doesn’t explain how Douyin was able to get off the ground. When Douyin first launched its features were so poor that early employees were embarrassed to ask influencers to post in the app. It didn’t make sense to me the the algorithm itself could explain their success, especially early on before Douyin had a lot of organic content to recommend. After leaning into this curiosity I’ve learned that while Douyin’s highly-acclaimed personalization engine contributed to their success, getting the flywheel going was largely due to efforts from their operations team.

The beginning

When ByteDance launched Douyin, the short video market was already hot; Musically had been around for 2.5 years, and Meipai, a leading short video app in China, had 160mm DAU and was making celebrities out of their popular creators. The leader of the pack was Kuaishou which had rural consumers from third tier cities and below on lock.

In order to figure out how to make people like their products in such a crowded market the entire Douyin team conducted extensive competitive research. Team members tried almost all the short video products — about 100 apps — both from China and abroad. Everybody on the team used short video products every day in order to figure out what the strengths and weaknesses of existing players were.

According to ByteDance China CEO Kelly Zhang, the culmination of this research was that the Douyin team realized that none of the products impressed them very much. They decided to focus on four dimensions to differentiate on: full screen and high definition video, music, filters, and personalized recommendations. In effect, Douyin decided to launch a Musically clone. This *should* have failed since Musically already tried launching in China years earlier, and as mentioned the app was embarrassingly bad at launch. Furthermore, Musically was founded by a Chinese team so Douyin didn’t have a local cultural advantage either. The difference that lead to Douyin’s success is the operational effort their team put into getting the app off the ground.

Bootstrapping Culture

Douyin was positioned as a trendy app for fashionable urban elites. In order to ensure that the early adopters had a culture that reflected this positioning, Douyin heavily recruited early adopters by hand. They mobilized their entire staff to lure in creators from competitors, scouting talent on other social networks and short video apps (including DMing Musically creators). To get trendy urban youths creating content, Douyin sent team members into art schools across the country to scout for good-looking students to be its users. Altogether, the team convinced hundreds of them to join by promising to help them get famous online.

After recruiting creators onto the app, Douyin treated them like royalty to get them to stick around. Team members chatted with creators every day, listening to their ideas and making them feel like they were participating in the platform’s early growth and molding its direction. They sent creators custom swag and even sent celebration videos from staff members on their birthday. The best video creators were rewarded with gifts like cameras, celebrity merch, and snacks to make them feel special. One staff member even bought a creator a Christmas tree. These efforts helped to retain creators before user growth was sufficient to retain creators by itself.

The operations team then started to manipulate the visiblity of videos to encourage the type of trendy content they wished to cultivate. Videos that didn’t conform to the community’s tone and values would struggle to gain visibility. This action was especially important given Douyin’s remixing features. Like Musically, Douyin used theme-based challenges to encourage content creation and encouraged users to riff off each other's creations to build upon shared memes. By highlighting the challenges and content they wanted to be remixed, Douyin catalyzed the creation of more content that reinforced the culture they wanted. Of course, users could submit their own challenges and the operations team often collaborated with users on new challenges as well.

Creating lightning

Douyin’s operation team scoured the app for content that had the potential to go viral and amplified it. They set up accounts on other platforms to post watermarked content — including WeChat, which was a big channel for them before WeChat banned them — and went above and beyond to take shots at virality. For instance, when a video mimicking a famous Chinese comedian surfaced on Douyin, the operations team incessantly pinged the comedian on social media until he shared the watermarked video, resulting in millions of views.

Douyin’s ultimate source of power lies in owning consumer attention, but unintuitively the way they achieved that power was by leveraging distribution through existing social channels. This is reminiscent of Instagram being used to post more polished photos to Facebook, and Airbnb auto-posting listings to Craigslist early on.

Why Douyin succeeded when Musically failed

When Musically launched their Mindie competitor they had already spent 90% of their seed funding on a failed education app and had less than $30k remaining. To increase their odds of success Musically launched worldwide which lead to them gaining traction in the US but bombing in China. As Douyin proved, it was possible for Musically to win the Chinese market, but doing so required extensive operational effort that Musically could not afford. It made much more sense for Musically to focus on the US market given the information and funds they had at the time.

Musically eventually re-entered the Chinese market years later, but by then Douyin had already gained traction in China. There was little Musically could to do differentiate since Douyin was already a clone of Musically, had a better recommendation engine, and had a bigger warchest from ByteDance.

The importance of personalization

In TikTok and the Sorting Hat, Eugene Wei insightfully identifies that ByteDance’s personalization engine contributed to Douyin’s crazy high engagement rate and allowed ByteDance to break Musically (later renamed to TikTok) out of the lip syncing niche it was stuck in. However, Kuaishou’s success and even Musically’s success before the ByteDance acquisition indicate that an advanced personalization engine is not required to get off the ground. Musically grew to millions of users with a less sophisticated personalization engine, and Kuaishou is successful (going public at $20bn+ mkt cap) without such sophisticated algorithms — long term Kuaishou users consume up to 50% of their content from creators they follow in-app, whereas TikTok users get 80-90% of their content from new accounts that are popular among other users. Douyin’s operational efforts were a much more important factor in getting off the ground than their more-commonly cited personalization engine.

Additional thoughts

Douyin’s operational playbook is similar to Andy Johns’s technique of establishing a “white-hot coal” of a small but engaged community before scaling. A lot of manual effort is involved in building culture and it’s not a problem that merely throwing money at can solve. In fact, having a lot of money and a large audience may even be an inhibitor since that creates noise that makes it difficult for a specific culture to form.

Bootstrapping culture is very operationally heavy and is distinct from the playbooks of previous social networks which merely relied on a superior product and referrals to succeed. If I were to start a new content community from scratch, here’s the playbook I’d use:

  1. Conduct extensive, global competitive product research before designing the app. Copy the best features
  2. Pick a niche community to focus on first
  3. Recruit content creators from existing competitors and other social/physical networks
  4. Treat them like royalty so they create content until the consumption side is big enough on its own
  5. Manually highlight and reward good content that you want to see more of
  6. Use remixing and shared memes to increase creation of that content
  7. Leverage existing social networks to distribute content and look for opportunities to create virality
  8. Then, feed the flywheel by improving personalization and expanding vertically. Andy Johns has a good framework for how to do this