TikTok's Sao, Zuckerberg's knife

1 There are many Internet companies, but not many traffic giants can cover the world.
Google, Facebook, and Bytes.
Before 2019, Facebook was the only one that achieved the dominant position of super traffic only by relying on super applications (Google did not rely on super applications, but channels).
Facebook is really good at playing.
Its four apps, Facebook, Messenger, WhatsApp and Instagram, are all super apps with more than 3 billion downloads.
And it is the "have and only" status.
Their downloads rank first, second, third and fourth respectively.
This monopoly is being broken by TikTok.
Last week, according to the intelligence data of the Sensor Tower Store, TikTok has exceeded 3 billion downloads in the global App Store and Google Play, which is also the first non Facebook app with 3 billion downloads.
What scares Facebook even more is that in the US, the average monthly usage time of TikTok users is 21.5 hours, while that of Facebook users is 17.7 hours.
(Data from APP Annie) The download volume itself is not fatal, but the user duration is the real killer.
Today, when the number of netizens has already peaked, the additional user time of competitors is the user time you lost.
If I eat more, you will eat less.
It is no wonder that Zuckerberg will start to slander Chinese technology companies again and again.
At a hearing in the US House of Representatives, when asked whether they believed that Chinese companies were stealing technology and trade secrets from US technology companies, the CEOs of Apple, Amazon and Google all said there was no evidence, Zuckerberg affirmed that it was a fact that Chinese companies were stealing from US technology companies.
In business, his performance was not unexpected.
But the real trouble is that, except for this method, Facebook seems to have no way to stop TikTok from devouring its traffic and snatching users' time.
All this is like a remake of the story of that year.
After its listing, Facebook stumbled in the first two years of mobile Internet due to betting mistakes, and then made the right bet to buy the fastest growing application at that time.
Buy ins, buy WhatsApp, buy all the competitors that pose a threat to its social empire, and then use your own technical platform to empower them.
At the same time, continuously accumulate technical, algorithm and engineering capabilities on new products, and finally become a traffic master of the four super applications.
This is a growth story of a super traffic owner, and also a fairy tale of a super gambler.
The version of the fairy tale is that the God of Gambling has established his position in the Jianghu since then, owning everything and monopolizing traffic.
But the reality version is much more cruel than the fairy tale.
You can gamble all the time and win all the time, but as long as you miss once and make a mistake once, you will be overturned by the waves.
The crueller fact is that the feast of mobile Internet is coming to an end, and the casino is about to close.
When it was close to closing, it lost all in's courage and began to defend.
When we started to study the moat, the gambler