乱翻书
China's internet companies and industry history, independent viewpoint
1:37:09Feishu and DingTalk Exit; the Personal Agent Takes Over AI Office Work
Feishu is being folded into Doubao and DingTalk is ceding ground to Qwen Office (千问办公); enterprise IM has finished its historical mission. The center of AI office work shifts from organizational collaboration to individual productivity, with coding as the Agent's foundation.
1:11:37Two ways to live in short drama: scale protects the capital, content runs on relationships
Short drama has two survival modes: the scale mode runs on capital safety and the near-certain returns of 300 titles a month, the content mode on character relationships that determine motive; both sides think AI cannot replace a live actor's micro-expressions for now.
2:59:48Lite-version red packets aren't growth, they're a harvester for the algorithm and monetization
Once the demographic dividend was gone, the point of red packets, Lite apps and coupon drops was never growth — it was using monetization and the recommendation algorithm to absorb the traffic. In the AI era paid acquisition is close to useless, and growth goes back to model capability and mindshare marketing.