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中国最大广告机器简史: 学习Facebook,超越Meta|字节跳动 第3集

January 7, 2026 · 2 h 19 min

Show notes

✍【乱翻书时刻】
• 2025Meta壕购字节没收成的Manus——2017字节吞并Facebook放弃的Musical.ly——这对信息流广告超级机器,早在2012年就已如同师生,尤其是在组织与商业化上。2018年,双方的全球竞争终于亮牌。扎克伯格和张一鸣心中不同的北极星指标,抖音夸张的商业化攫取效率,构成了必然发生在2025/2026的交叉点。
• 激进的商业化标杆也解释了——为何2018年初抖音赶超快手,年终国内月活就拉开2亿差距,海外TikTok遥遥领先。2017快手商业化首年就超过70亿收入。双方当年战略空间和定力的差异,大概就源于张利东刘思齐等在2014-2016三年建成了今日头条广告系统,OCPX类效果广告占比约60%,已经从KA和SMB获取了75亿的收入弹药储备。
• 字节为何立下每月3000人+的招聘目标,全力做重支持SMB广告业务?电商平台和中国半数VC融资,为什么都被...去小宇宙查看完整单集简介
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