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Bhaumik Patel's avatar

Love this deep dive - learned a lot.

Agree that TikTok’s editing tools are leaps and bounds ahead of any video app I’ve seen, it’s so easy to be creative there. The top YouTubers pay serious $ for top-tier editors, some of which have built their own brands from doing this (eg TeaWap has 750k subs). Excited to see more product investments here, especially in longer form video. Quibi has no chance to compete with them imo, even with a Hollywood budget.

Re: education, I’ve done a bit of digging into their investments here. They’re experimenting with 1:1 (GoGoKid as mentioned), small class size (mzreading.com) and large class size (daliketang.com). They each have their challenges: 1:1 hasn’t been very profitable, large class size doesn’t scale well for student experience, and small class size has pain points around teacher hiring/training at scale. Curious to learn what they do next here.

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Xing Yanbin's avatar

1 billion MAU, NOT DAU, please double check it~

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