Vinson·Li
Index

On short-video

  1. Kling came from a short-video company, not a lab

    Kuaishou, TikTok's main rival in China, released a video model that rivals Sora's samples, and ordinary users in China can already try it. Video models get built by whoever has the video.

    2 min
  2. Meta's worst day was TikTok's best

    Meta lost over $230 billion in market value in one day after Facebook's first ever drop in daily users. The interest graph beat the social graph.

    2 min
  3. Short video starts in India, which is exactly right

    YouTube opened a beta of Shorts in India, where TikTok has been banned since June. Launch where the gap is, with the world's biggest music catalog behind you.

    2 min
  4. Reels is a clone. That's fine

    Instagram launched Reels the day before the TikTok executive order. The format is a commodity now, and the question is whose recommender learns fastest.

    2 min
  5. Musical.ly is now TikTok, as predicted

    ByteDance merged Musical.ly into TikTok this week. A short follow-up to what I wrote in November, and what the feed tells you about the product.

    2 min
  6. Watch the recommendation engine, not the lip-sync

    ByteDance is buying Musical.ly. It looks like a Chinese news company buying an American teen app. It's really a recommendation engine buying a global audience.

    2 min