The Department of Commerce is back down on enforcing President Trump's executive order to ban the app and it's unclear if President-elect Joe Biden will decide to pursue the issue. All the while, the Oracle deal to acquire the powerhouse app hangs in the balance.
On the other side of things, Instagram is looking to pounce while TikTok is buried in legal issues. Facebook CEO Mark Zuckerberg hasn't been shy about borrowing what works from TikTok and applying it to Instagram. Q Reels, that's a copycat video feature within Instagram.
另一方面,当TikTok被卷入法律问题中时,Instagram正试图趁机抢占市场。Facebook CEO Mark Zuckerberg并不掩饰从TikTok借鉴成功要素并将其应用于Instagram。Q Reels是Instagram中的一项复制视频功能。
It's only about four months old at this point and has been pushed front and center amongst its 112 million active monthly users.
这个应用程序目前只有四个月的历史,已经成为了其一亿一千两百万活跃月度用户中的重头戏。
For more we're chatting with Taylor Lorenz, she covers culture and technology for the New York Times and she'll discuss the future of the short videos space and how it's evolving. Next.
Hi, I'm Sarah Hagi, co-host of Wondries Podcast Scample Insers. In our recent two-part series, Three Weddings and a Funeral, we dive into the story of a German con man who built an entire life on fake names, lies and schemes. And the unlikely true-kind twist that brought this decades-long charade crashing down. Listen to Scample Insers on Amazon Music or ever you get your podcasts.
Taylor Lorenz, welcome to Business Wars. Thanks for having me.
泰勒·洛伦茨,欢迎来到商业之战。感谢您的邀请。
What a year this has been for TikTok. It's my understanding you're writing a year-in-review piece for the New York Times focusing on TikTok. What are the major beats you'll be hitting for this piece? Why was 2020 such a prolific year for the app do you think?
Yeah, well, I think 2020 was the year that TikTok really transformed from a children's dance and lip-syncing app to a very diverse and rich social network that's home to all sorts of types of entertainment, commentary, activism, shopping, and more. So it's really the year I would say that TikTok broke out and became a mainstream social app.
I describe it as sort of a mix of Twitter and YouTube. It's almost like a video version of Twitter in the sense that there's so much communication about information, thoughts, trends, and things like that.
我觉得这个应用有点像推特和油管的组合。它几乎就是视频版的推特,因为有很多交流信息、想法、趋势等等。
You know, I think that was one of the reasons why it was so puzzling that the Trump administration was set at sites on this app. I mean, if it's something that basically a lot of kids were using, and of course that's morphed into being older young people as well these days. What was it about the app that really made it put it in the crosshairs of the current administration?
Yeah, well, it's still pretty baffling, and I think that people still wonder why it did find itself in the crosshairs, because obviously it's Chinese owned, which comes with a slew of very legitimate stuff. It's a legitimate security concerns, but of course, you know, there are plenty of other Chinese owned platforms, social platforms, gaming platforms, there's Chinese investment, all over Silicon Valley. So it definitely did seem sort of signal out.
Some people speculated that it had kind of ruffled Trump's feathers personally just given the fact that it became this hub for Gen Z activism, and they sort of notoriously waged a lot of anti-Trump campaigns on it.
So, wondering if you're referring to that Tulsa rally that President Trump tried to hold back in June, is that what you're talking about?
所以,你是在说特朗普总统试图在六月份举办的那场塔尔萨集会吗?我猜你是在谈论这个问题?
Yeah, so the Tulsa rally is just one notable, and probably the most viral and well-known example of this type of Gen Z TikTok activism,
嗯,所以塔尔萨集会只是一个引人注目的、可能是最具病毒性和知名度的Gen Z TikTok行动的一个例子。
which basically a lot of internet users kind of banded together to inflate the registration numbers on one of Trump's rallies. They tried to get campaign officials to brag about those inflated numbers, which they did, and then when lower turnout inevitably happened, it was sort of seen as like an Egon Trump's face.
They've also done a series of other types of pranks. They've messed with his online stores. There was a whole TikTok campaign to de-rank his businesses in Google and rate all of his properties one star, leave false reviews. So, it's kind of been a thorn in the Trump administration's side.
That's not to say that his reasons were purely petty. Again, it is Chinese owned, and there are a lot of very legitimate concerns that come with that around data privacy. But it's to focus solely on TikTok and not all of these other ways that China is sort of intertwined with our tech ecosystem, and to not focus on any data privacy issues specifically around Facebook. It's big as competitor, which has had huge data privacy concerns. I think a lot of people saw that as pretty hypocritical.
We should point out here that a lot given that it's so much as hanging in the balance, and it feels like it's changing minute by minute. We should, in the spirit of transparency, explain that we're recording this on Friday, December 4, 2020. As of this moment, where do things stand with the ban and the potential deal with Oracle as you understand it? Everything is in limbo.
There was this deadline, I believe it was on November 12th, and then TikTok basically had to send a siren up and be like, hey, are you guys still trying to ban us? They kind of had heard radio silence from the Trump administration, who I think was probably busy with election stuff. It's basically still in limbo. A couple TikTok creators actually sued the US government, saying that it violated, I believe, free speech and some other things, and they won that lawsuit. Of course, it can continue to be appealed. But yeah, everything is basically still in limbo now.
I think with this administration, you just never know how things will go. Trump could send off a tweet tomorrow about this exact thing, and we just don't know. The fact that it's an executive order and that the administration is trying to force this sale, would something like that even be enforceable if it ultimately were to end up in court? Is there any consensus on that? Essentially not.
We have a very different situation than, for instance, India, where TikTok was banned as well, because we don't have government control of our app stores. Even if Trump was to ban the app, it would be up to Google and Apple and all of these platforms and other tech companies to basically comply with that ban. It's unclear that they would, especially knowing that he's an outgoing president at this point. It's very messy and unclear. It remains to be seen whether this is something that will all be wrapped up prior to January 20th.
Let's talk a little bit about its key rival here, Instagram. It hasn't been making quite as many headlines, of course, but there's still a huge player in this space, and certainly TikTok's big rival. If you were to say, what has the year been like this 2020 for Instagram? How would you wrap it up? They are struggling for cultural relevance.
I would say, despite the numbers, it's kind of one of those things where everything on the surface looks fine, but underneath the hood, there's some real problems, which is just that the app is very crowded. They're kind of trying to mush a lot of things into one. They recently redesigned the app to highlight reels and shopping, but this kind of just angered all of the big influencers saying, oh, you're just trying to milk us for money. You don't care. You're making it harder for us to actually post. So it's been tumultuous. Also, they continue to lose ground to TikTok on a lot of key areas.
Well, a lot of this comes down as I think you were alluding to the user, right? Whether or not they actually accept this platform. Let's talk about those users. Who's the typical TikTok user versus say an Instagram user? Yeah, I mean, everything about TikTok is Gen Z. It's very much baked into its DNA. It's sort of an evolved social network from Instagram, whereas Instagram and these other social platforms are very clunky, and you have to go out and seek and find and follow people. And you really only see content from people you're subscribed to. TikTok breaks all of those norms. You don't need to follow a single person or be followed by a single person to have your content viewed by millions or to find really interesting content. So it's very different.
I would say the typical TikTok user is also more diverse than people think. There's doctors, lawyers, teachers, fashion people, small business owners. It's really runs the gamut and these people are creating really interesting content. Again, it's not just dance videos.
Well, you know, in a way, it sounds like an app for everyone. And yet, you know, you think about Instagram, which once upon a time was an app for anyone. And I'm curious, what is it that the typical Instagram user is like? They're not so much Gen Z. They tend to be older, I would imagine. Yeah, I mean, look, Gen Z users still generally have Instagram accounts. It's just, it's just not really for entertainment purposes. It's like sort of where you go to just have a public profile, you know, that your mom can follow. And, you know, there's still a lot of really incredible interesting communities on Instagram as well. It's just first and foremost, a social network, not an entertainment app the way that TikTok is. So I think that's been kind of the struggle for them. And they do have more older legacy users. That's undeniable. You know, I think everyone's parents and grandparents at this point are on Instagram. It's kind of like Facebook in that way.
你知道,从某种程度上看,它听起来像是一款适合所有人使用的应用。但是,你想想 Instagram,它曾经也是一款适合任何人使用的应用。我很好奇, Instagram 典型的用户是什么样的?他们不一定是 Gen Z,他们可能更年长些。是的,我的意思是,Gen Z 用户通常仍然有 Instagram 账号,只是它的用途不是为了娱乐。它更像是一个公共资料页,你的妈妈也可以关注。另外, Instagram 上仍然有许多非常有趣、有价值的社群。但是它首先是一个社交网络,而不是像 TikTok 一样的娱乐应用。所以我认为这是他们一直以来的困境。而且他们确实有更多年长的老用户,这是不可否认的。现在每个人的父母和祖父母都在 Instagram 上了,这有点像 Facebook。
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Taylor Lorenz is with the New York Times and she covers social media and online life. You know, you think about the reason that Instagram was originally thought of, at least within Facebook by Mark Zuckerberg, as a kind of rival for TikTok. Why not? What disadvantages would there be just setting up something new as TikTok did in its own day, right? I mean, if you want to capture a younger generation, why not go to something that's all new and that doesn't have that Instagram vibe, if you know what I'm saying?
Yeah, I mean, well, TikTok is very all new. I think nothing about TikTok has an Instagram vibe, and I think that's why it's so appealing to Facebook and Instagram. The way that Facebook has traditionally innovated is through acquisitions. Mark Zuckerberg did not found Instagram. He acquired it for a billion dollars. They famously tried to acquire Snapchat. And when they couldn't, they basically cloned Snapchat with an Instagram by making stories and disappearing messages.
So I think with TikTok, you know, TikTok is owned by this massively powerful Chinese conglomerates. Zuckerberg knows that there's no way to acquire it. Facebook did launch a standalone app that it was supposed to be a TikTok competitive. They actually use TikTokers in the marketing materials. It failed spectacularly. And so now they're kind of trying to jam some of that functionality into Instagram. But when you're one of these big legacy tech companies built on sort of this old model of social media, it can be hard to innovate.
So we'll see. We'll see indeed. And I guess one of the things that Instagram's tried to do was incorporate reels. This is the TikTok copycat that's within the Instagram app. Why is that not sufficient?
Well, reels kind of fails every test as a TikTok copycat. I wrote about this in a piece this summer with Brian Chen, a colleague of mine. And you know, it just doesn't offer any of the functionality. It's kind of they seem to have a baseline understanding of what TikTok is, which is short form video, but it doesn't mimic any of the discovery of TikTok, which makes TikTok so compelling.
You know, you still have to follow people generally to see their reels. And reels just doesn't offer any of the editing tools, for instance, the duet feature. The duet feature is kind of almost like a quote tweet of TikTok. It's the way that users reply and interact with each other. And you know, it's a huge part of the community and what makes the app so engaging. And there's no way to do that on reels. It's just a million examples like that. And so it's early days, you know, we'll see how many of those features they do end up cloning.
But this is the thing about tech today is that and it's that there really aren't enormous barriers to entry. If you want to be an Amazon, you would you imagine yourself as that next whatever you nothing stopping you really. In a sense, except adoption, right? I mean, in theory, there's nothing stopping reels from taking all of those elements.
I mean, it's not like Instagram hasn't copied TikTok in the past, right? I think it's more than that. I think it's the ethos of the platform. And again, it breaks. It's so antithetical to what TikTok is built or what Instagram has traditionally built on, which is the follow graph. You have to sort of follow content to see it in your feed. TikTok does not have any of that. It's all based around this really sophisticated recommendation algorithm.
And the purpose of the app is so different. It's just a very radically different platform than Instagram. So yeah, they can kind of try to jam it in. But it's kind of like what did they say putting lipstick on a pig? You know, it's not what Instagram was built for.
Instagram, like you said, they they're, you know, it's owned by Facebook. It's a hugely powerful tech company. They have all the resources in the world. They might successfully be able to rebuild all these features and reimagine app..
You know, I have to give Instagram some credit because they did cleave off a huge portion of Snapchat's user base by doing sort of something very similar. Sorry, I'm still writing down lipstick on a pig here.
I'll have to remember that Instagram has what 112 million active monthly users last metrics I saw and TikTok has 110 million active monthly users. So they're right on their heels. I mean, what's TikTok getting right here?
Yeah, and I've seen some numbers too, or you know, time spent on TikTok even surpasses Instagram. I think I mean, again, I think TikTok really did bring to light all the ways that Instagram failed to innovate before TikTok came along. I think they were resting on their laurels a little bit. And the platform had had stagnated.
But you know, it was really hard, for instance, for new influencers and power users and just average people to gain a following, you know, if you're a small business on Instagram, there's really no way to reach a mass amount of people without buying ads.
And I think that TikTok really cracked the problem of distribution where theoretically anybody can go on there and, you know, their posts can be seen by millions. And that just wasn't an opportunity that Instagram was offering.
That said Instagram has, you know, more robust shopping tools. And I think that they're definitely seeking to become more of an e-commerce powerhouse shopping is more heavily integrated into the Chinese version of TikTok. And so, you know, they're starting to make moves in that area as well. But, you know, I think e-commerce is a huge opportunity for both of these platforms. And I think they're going to be competing on it a lot in the next year.
One of the things that I'm picking up on you saying is that there's a whole lot less restriction when it comes to content creation and how many eyeballs will actually ultimately see that.
我听到你说的一件事是,在内容创作和最终观众数量方面,限制要少得多。
And that's a little bit different from the way that a lot of influencers have operated in the past. Where's their place in all of this? I mean, how important is their role on these respective platforms? Instagram versus TikTok?
It just wasn't happening because there is no discovery mechanism that you're not fed content by people that you don't follow really outside of maybe like the explore page, whereas that's the whole point of TikTok.
I think when you saw this new generation of kids hoping to build careers as influencers and creators, TikTok was kind of a fresh ground for them to seize. And so, yeah, I think that it's, you know, it's provided a huge opportunity and it's made Instagram now have to revamp the way that they work with creators.
I think that they now prioritize TikTok talent. They attempt to recruit TikTok talent. Some of TikTok's top talent is also huge on Instagram. They have to sort of cater to this new class of celebrities that weren't grown on their app.
You probably know one of the biggest viral stars of this year who was listening to Fleetwood Max Dreams and skateboarding and drinking cranberry juice. I guess that's entertainment. Who is that Nathan Apidaka? Is that, do you know who I'm talking about?
你可能知道今年最大的病毒性明星之一,他正在听 Fleetwood Max Dreams,滑板并喝蔓越莓汁。我猜那算是娱乐。那是谁,Nathan Apidaka吗?你知道我在说谁吗?
Yes, of course.
当然可以。
So, how does that story speak to the power of the platforms, power the platform to sort of grant overnight success? And what is it that people find so riveting about something like that?
Well, I think we've seen this in the past and it used to happen on other platforms more where people are kind of plucked from the pool of users and kind of turned into a meme.
嗯,我觉得我们过去见过这种情况,它在其他平台上更为普遍,人们被从用户池中挑选出来,并被转化为梗。
I remember when there was Alex from Target or Dam Daniel or some of these other people, the selfie kid. A lot of times social platforms, people kind of jump on the bandwagon. They find an entertaining or sympathetic user and everyone kind of coalesces around it. Usually it's something, someone pretty wholesome that everyone can love or sometimes it's someone that everyone can hate on.
And TikTok again is just expert at doing this because the whole platform is basically built to pluck the most entertaining content from obscurity and blasted out to millions of users.
So, I think, yeah, he very quickly became a meme and the more people that engaged and watched his videos, the more that video was shown to other people. And TikTok also has a very participatory culture on like Instagram.
So when you see a great Instagram, you don't want to recreate that Instagram.. But when you see a great TikTok, you want to recreate the TikTok. You see a funny challenge. You see this guy drinking cranberry juice on a skateboard and you go out and you try to do your version of that video. Maybe you put a funny spin on it. I saw a guy with a pumpkin on his head drinking the pumpkin spice latte doing the same thing. So I think it sparks creativity in a way that Instagram just hasn't been able to do.
And yet as we think about the future, I think back on those sort of turning points for some of these other platforms. And without question, I think most people would point to, for instance, 2016 for Facebook and how politics became such a big part of the conversation that was around Facebook. It wasn't that it wasn't considered to be sort of an older platform by 2016. It was just that politics kind of exacerbated that sense of it sort of having moved on from what it once was.
Now, you think about TikTok today and you think about how you have on the ground people who are definitely taking their politics to the platform. You have people like Claudia Conway, Kelly and Conway's daughter and other kids of celebrities and notable influencers themselves using TikTok as a platform to speak out and make their voices heard on politics. We saw a lot of this during the Black Lives Matter protests. And I wonder what do you see for the future of these platforms and in particular the effect of politics?
Yeah, well, I think young people have shown such a willingness to engage in politics, especially with the Trump presidency. There's never a shortage of things to talk about, I think, in terms of political stuff online that's happening. And so you see TikTok is just becoming more of an emergent place for political discussion. Obviously activism is a part of that.
But you also, I wrote about the rise of these Gen Z TikTok pundits. Basically, you have the conservative high-pouse, the Republican high-pouse, the liberal high-pouse. And I think that it reminds me of the nascent YouTube commentary community where you saw big YouTubers on the left and right emerging by pushing political agendas.
你也许已经看到了我写的有关这些 Gen Z TikTok 评论员崛起的文章。基本上,你可以找到保守派的高层、共和党的高层和自由派的高层。我认为这让我想起了刚刚起步的 YouTube 评论社区,在那里你可以看到左右两派的大 YouTuber 推动政治议程而崭露头角。
Of course, with political information comes a lot of misinformation. And TikTok is starting to struggle with that. They crack down on the Q&N conspiracy stuff this summer and have banned a lot of accounts related to that. But you have members of the conservative high-pouse and Republican high-pouse pushing disinformation on election fraud and Q&N and other conspiracy theories. And I think TikTok is really, you know, struggle to tamp down on that just the way that Facebook has and continues to. So I think that will be the next battle front for the company.
Look into your crystal ball. What do you think 2021 is going to be like for TikTok and Instagram? Would you go out and a limb?
看看你的水晶球。你认为2021年对于TikTok和Instagram会怎么样?你会冒险猜测吗?
Oh, God, I think it's just going to be crazier and more hectic and more competitive. I think that, you know, Instagram is a very competitive intense company and they have their sights set on taking down TikTok. And I think TikTok continues to innovate and grow. And again, we'll just be a bigger part of our national political conversations, cultural conversations. It's obviously what it's done in terms of upending the music industry cannot be overstated. So I think we'll continue to see it kind of impacting every area of our culture.
Taylor Lorenz is with the New York Times and she covers social media and online life. Taylor, thanks so much for taking time to talk with us on business wars.
On the next episode, we're going to be revisiting one of our favorite series just in time for the holidays. That's right. We're heading back to Toiland with Hasbro vs. Mattel. But as these two kingpins will discover, the toy business isn't all my little pony. Turns out making children's dreams come true. Is a cutthroat business.
Hey, prime members, you can binge every episode of business wars ad free on Amazon Music. Download the Amazon Music app today. Or you can listen ad free with Wondery Plus and Apple Podcasts. Before you go, tell us about yourself by completing a short survey at Wondery.com/survey. From Wondery, this is episode six of TikTok vs. Instagram for business wars. I'm your host David Brown, Laurie Galleretta, produce this episode. Karen Low is our senior producer and editor, edited and produced by Emily Frost. Sound designed by Kyle Randall. Our associate producer is Kate Young, our executive producer is our Jenny Lauer Beckman and Marshall Lewy, created by Ernan Lopez for Wondery.