46 Comments

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.

Expand full comment
author

Its interesting they've put so many resources into education initiatives. There's lots of opportunity, especially outside of developed markets. I didn't know about mzreading or daliketang - good finds!

Expand full comment

Would love to be education sector.. its my dream..waiting to see such 1:1 products

Expand full comment

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

Expand full comment
author

The source I linked to says 1 billion DAU's

Expand full comment

lol

Expand full comment
May 21, 2020Liked by Turner Novak

Awesome summary Turner!

TikTok has shown that by building a recommendation system that surfaces the best content globally rather than within your local graph, they can 1. entertain users for longer than anyone else and 2. help (good/new) creators get unmatched distribution.

By deprioritizing the social graph though, the views, likes, and other traditional metrics for creators are much higher variance - what do you think are the implications of this on creator monetization? E.g., influencer marketing is not going to work on TikTok the same way it does on IG

Expand full comment
author

Thanks Neal!

Expand full comment
May 25, 2020Liked by Turner Novak

Can we trust the numbers of DAU given by tiktok, or is it another scam like Luckin coffee!

Expand full comment
author

Its possible!

Expand full comment
Jul 31, 2020Liked by Turner Novak

HiTurner, thanks for the deep analysis! It is so great to finally see an article on TikTok and Toutiao from more well-rounded perspectives. What's your opinion on the similarities and differences between Mark Zuckerberg and Zhang Yiming? The Chinese media compares them quite often but I have not yet seen the Western media describes it that way.

Expand full comment
Jun 25, 2020Liked by Turner Novak

this is such a good piece of writing. thank you!

Expand full comment
Jun 21, 2020Liked by Turner Novak

Awesome deep dive about Tik Tok! The research you've done is really impressive!!!

Expand full comment
Jun 16, 2020Liked by Turner Novak

One of the best TikTok deep dives I have read. Great writing and analysis. Thank you.

Expand full comment
Jun 8, 2020Liked by Turner Novak

Super nice info.

Expand full comment

Thank you for putting this together.

Expand full comment
author

You're welcome Niel!

Expand full comment
May 26, 2020Liked by Turner Novak

Amazing Deep Dive! Thank you!

Expand full comment
author

Thanks Simon!

Expand full comment
May 25, 2020Liked by Turner Novak

This is great analysis... well researched and presented... could be an oped any day

Expand full comment
author

Thank you Udit!

Expand full comment

This is awesome - thank you for writing and posting!

Expand full comment
author

Thanks for reading!

Expand full comment

Welcome to Bloom Infinity, where passion meets purpose! I am an avid explorer of life's kaleidoscope, driven by curiosity and fueled by creativity. A harmonious blend of resilience and optimism, I navigate challenges with a spirit that seeks growth and embraces change. As an enthusiast of innovation, I weave ideas into narratives, fostering a landscape where imagination blossoms into reality. Join me on this journey of endless possibilities, where every moment is a canvas waiting to be painted with the vibrant hues of passion, purpose, and boundless potential. Together, let's cultivate a garden of dreams in the vast expanse of Bloom Infinity.

https://bloominfinityinc.com/

Expand full comment