对话Variant Fund联创:加密世界如何拯救传统社交网络?

Odaily星球日报Publicado a 2023-11-01Actualizado a 2023-11-01

Resumen

大型社交网络平台之间的差异正在减少,新的创意和创新也变得越来越少。

整理 & 编译:深潮 TechFlow

或许现在是建设社交领域的最佳时机,因为我们拥有新的商业模式——所有权,新的计算平台——加密货币,以及对现有社交范式感到沮丧和怨恨的新一代用户。他们渴望新的东西,这些因素结合在一起使我们为新事物的出现做好了准备。

在过去的十年中,影响我们世界的最重要的隐形力量之一是参与度算法。我们从社交网络转变为社交信息流,而这一切都在我们不知不觉中发生。我们还有多少自主权?这是互联网的承诺吗?加密货币能否解决这些问题?

本期 Bankless 播客邀请了 Eugene Wei 和 Variant Fund 联创 Li Jin,Eugene Wei 是我们所知道的 Web 2 社交领域中最聪明的产品人之一,他们将一同讨论以上问题。

对话Variant Fund联创:加密世界如何拯救传统社交网络?

主持人:David & Ryan,Bankless 播客

主讲人:Li Jin,Variant Fund 联创、Eugene Wei

播客:Bankless 播客

原标题:《Li Jin & Eugene Wei on How Crypto Saves The Internet》

栏目:链接

播出日期: 10 月 30 日

广告补贴的 Web2 社交网络模型

  • Eugene Wei 指出,广告补贴的社交网络模型为 Web2 社会的发展产生了深远影响。这种模型的主要优势是它使社交媒体产品能够保持免费,从而够吸引更多的用户,为平台带来更多的流量和数据。随着 Web2 的发展,广告成为了大多数社交媒体平台的主要收入来源,不仅为用户提供了免费的服务,同时为企业提供了一个展示其产品和服务的平台。

  • 尽管广告模型在初期非常成功,但 Eugene Wei 指出,随着时间的推移,这种模型开始显示出其局限性。注意力是这个经济体中的稀缺资源,导致了社交媒体平台之间的零和竞争,每个平台都试图吸引和保持用户的注意力。

  • 广告模型限制了社交网络的其他可能的发展方向。比如,由于广告收入为收入来源,社交媒体平台可能不太愿意尝试新的商业模型或创新;为了吸引用户的注意力,内容往往变得更加娱乐化和轻浮;为了最大化广告收入,平台可能会过度地展示广告,从而干扰用户的浏览体验。

  • Eugene Wei 指出,随着社交媒体平台的增长和用户数量的增加,信息流从确定性转变为概率性。由于这种概率性的信息流,人们将自己视为媒体人物。为了在算法中脱颖而出,用户开始发布更高质量、更有吸引力的内容。每个人都希望自己的内容能够被更多的人看到,更注重自身 IP 的发展。

  • Eugene Wei 认为,由于现有公司的强大地位和广告模型的限制,Web2社会已经走到了尽头。Web3和加密技术可能提供了一种回归不同社交模式的方法,通过改变社交媒体的商业模型,Web3可能提供了一种回归更真实、更有深度的社交互动的方法,其去中心化特性也使得用户对自己的数据和内容有更多的控制权,从而提供更好的用户体验。

Web2 社媒同质化,商业模式遇到瓶颈?

  • Eugene Wei 提到,人们很少调整或重置他们的社交网络。当人们加入新的社交网络时,可能会选择关注不同的人或不关注所有相同的人。但在 Facebook、Twitter 或 Instagram 上,你很少看到人们大规模地取消关注或取消好友,这种情况导致了一种“图形锁定”,限制了我们如何与彼此互动。

  • 广告作为主要的商业模型限制了你可以在产品中构建的 UI 变体的数量。消息应用程序是我们看到的另一个新的社交构建区域,但它们的盈利能力不高,部分原因是它们的 UI 不是基于信息流的,所以很难插入广告。

  • Eugene Wei 观察到,Instagram 正在模仿 TikTok,Twitter 也在尝试模仿 TikTok,而 TikTok 则在尝试模仿 Facebook,大型社交网络平台之间的差异正在减少,新的创意和创新也变得越来越少。

  • Li Jin 提到,网络效应理论是指网络的效用随着用户数量的增加而增加。但随着用户数量的增加,网络效应可能变得负面,更多的用户可能会降低网络的效用。例如,人们可能会在小型社交群组中发布内容,而不是在大型社交平台上。

  • Li Jin 认为,新的计算平台可能为社交媒体提供一个新的方向。例如,VR、AR 或加密货币提供了不同的用户体验和互动方式,可能会为社交媒体的未来提供新的机会。

网络效应、加密社交与所有权

  • 定义:网络效应理论是指网络的效用随着用户数量的增加而增加。当更多的用户加入一个平台或服务时,该平台或服务对每个用户的价值都会增加。

  • Li Jin 提到,Web2 的互联网可以被视为封建制,其中少数平台(即领主)拥有我们作为参与者、用户和农民在其上耕种的所有土地,但土地的所有权属于领主。用户必须按照平台的规定,将其收入的一部分分享给平台。在Web2中,没有用户所有权,其核心可能是参与度和分发,而不是所有权。

  • Li Jin 还提到,所有权可能是一种新的商业模型,它可以超越广告,可以使社交网络更加细致地区分不同的用户群体,并为他们提供不同的价值。这种模型可以使小型社交网络和内容创作者更加成功。

  • Li Jin 认为,Web3 或“加密社交”是一种转向资本主义的方式,在数字领域实现资本主义,可以在互联网上实现私有财产制度,任何人都可以在线上拥有资本。在这种模式下,加密技术使我们作为用户和参与者成为在线资本的所有者。

  • Li Jin 强调,加密社交的定义是社交平台以加密所有权作为用户体验的核心。这与 Web2 形成鲜明对比,因为Web2中没有用户所有权。在社交背景下,所有权作为用户体验的核心可以以多种方式呈现,比如简单的 NFT 形式的个人资料图片或完全在链上的社交网络。

  • Li Jin 提到,我们在加密世界中仍然为人们建设。人们是复杂的行为者,他们的决策受到情感和心理的驱动,而不仅仅是经济或理性效用。为了使人们真正关心财务所有权,首先需要让他们感受到所有权。

Web3与社交媒体的未来路径

  • Li Jin 提到,作为一个社交产品,你必须满足用户对爱或名声的渴望。要么作为一个“爱”产品,深化用户与已知的创作者、现有的朋友和联系人之间的关系;要么作为一个“名声”产品,帮助人们获得更多的关注和名声。

  • Li Jin 认为,Web3为社交网络提供了一个新的方向,不再仅仅是关于参与度和分发,而是关于所有权。在Web3中,用户可以真正地拥有他们的数据和内容。

  • Eugene Wei 提到,可以将社交网络与社交媒体看作是一个广泛与深入的光谱的两端。社交网络更多地是关于深化已有的联系,而社交媒体则是关于扩大影响力和获得名声。Web3 目前面临的一个挑战是它仍然处于一个非常低的抽象层次,类似于计算机的命令行界面,这使得 Web3 对于大多数用户来说不太友好且难以使用。

  • Eugene Wei 认为,金融资本和社交资本是两种不同的资本形式,但在 Web3 中,这两者被结合在一起。这种结合可能会导致信任的问题,因为金融激励可能会导致人们为了短期利益而采取不正当的行为。

  • Li Jin 认为,Web3 的问题不是用户体验,而是产品市场适应性。目前,大多数加密社交产品只满足了用户的收入需求,而没有满足其他的人类需求,如归属感、社区和娱乐。

  • Li Jin 希望看到更多的加密社交产品,这些产品不仅仅是为了金钱,而是为了满足人们的其他需求。她认为,加密社交的未来将取决于我们如何创新,并为用户提供真正有价值的体验。

  • Eugene Wei 提到,Web3的创新者应该思考他们的产品是否真正需要加密技术。如果去掉加密部分,产品的体验是否会有所不同?如果答案是否,那么加密可能并不是产品的核心部分。

  • Eugene Wei 希望 Web3 的开发者能够提供不同的社交互动方式,而不仅仅是为了吸引用户的注意力。他认为,我们可以构建更高分辨率的社交图,更细致地理解我们在生活中的关系。

Ethereum 社交网络

  • Li Jin 提到,加密社交领域有机会创建基于全新网络的新产品,这些网络不是基于兴趣或现实生活,而是基于链上经济图谱,可以利用链上的所有信息,如资产所有权、产品使用情况等,作为新网络的基础。

  • David 提出,以太坊可能是一个社交网络。尽管它不像Web2应用那样具有社交图谱的外观或感觉,但它开始在社交背景下组织人类。Li Jin 表示统一,并补充说,以太坊、PFP 社区或在钱包中持有的 FWB 代币都可以被视为社交网络。

  • Li Jin 认为,Web3提供了创建基于链上经济图谱的新社交网络的机会。可以利用链上的所有信息,如资产所有权、交易历史等,来构建新的社交关系,这种链上的社交网络可以反映用户的真实经济活动和互动。

  • 与传统的中心化社交网络不同,以太坊提供了一个去中心化的平台,允许用户直接互动,而不需要中间人,这种去中心化的社交可以提供更高的隐私和安全性,同时也可以减少平台的垄断和控制。在以太坊的社交网络中,代币经济扮演了关键的角色,用户可以通过持有和交易代币来参与社交互动,这种代币经济可以鼓励用户更加深入地参与和贡献。

  • Li Jin 认为,当前的时代为社交产品的建设提供了独特的机会。新一代的用户对现有的社交平台感到不满。他们不再满足于被动地消费内容,而是希望更加主动地参与和贡献。他们渴望有一个平台,可以真正代表他们的声音和价值观,而不是被算法所驱使。

  • Li Jin 认为,Web3社交的真正承诺在于它的包容性和多样性。在Web3的世界中,不同类型的创作者都有机会成功,不再受到平台的限制和审查。此外,Web3还允许创建新的社区和连接,这些社区和连接是基于真实的人际关系和共同的价值观,而不是基于算法。

加密社交缺乏心理所有权

  • Li Jin 提到了她的文章“心理所有权”,其中她探讨了心理所有权与法律所有权之间的区别。心理所有权是指人们对某物的感情上的归属感,而法律所有权是指人们对某物的法律上的所有权。Li Jin 认为,许多加密应用缺乏心理所有权,这是它们未能成功的原因之一。

  • Li Jin 提到,心理所有权是关于用户与他们所拥有的东西之间的情感连接,这种连接可以通过满足用户的需求和期望来加强。加密货币世界中,虽然用户拥有代币,但他们可能不会对产品产生强烈的亲和感。为了增强用户的心理所有权,建议开发者让用户投入时间和精力、给予他们更多的控制权、提供深入的产品知识,并确保产品与用户的自我形象一致。

  • Li Jin 列举了几个可以增强心理所有权的因素:

  • 用户参与(Ikea 效应):当用户投入时间、努力和精力去创建或组装某物时,他们会对其产生更强烈的归属感和所有权感。当人们亲自组装 IKEA 家具时,尽管机器也可以完成相同的任务,但他们会对这件家具产生特殊的情感连接,因为他们亲自参与了制作过程。

  • 个性化体验:当用户能够对产品或服务进行自定义或有决策权时,他们会感受到更强烈的所有权。在某些平台上,用户可以自定义界面、选择特定的功能或设置参数,这使他们感到这个平台是“他们的”,可以根据自己的喜好进行调整。

  • 教育和培训:当用户对产品或服务有深入的了解,特别是其高级功能或隐藏特性时,也会强烈的感受所有权。一个经常使用某软件的“高级用户”可能会知道许多普通用户不知道的技巧和技术。这使他们感到与该软件有更紧密的联系。

  • 自我-对象一致性:当一个品牌、产品或服务与用户的自我形象或价值观一致时,用户也会感受到所有权。比如,一个认为自己是乐观、开朗的人可能会选择一个代表快乐和积极的品牌。

  • 心理所有权的的优点:

  • 增加用户的忠诚度和满意度。

  • 提高用户的参与度和活跃度。

  • 促进口碑营销,吸引新用户。

  • 增加用户的长期价值和生命周期价值。

价格与心理所有权

  • 在许多情况下,价格和心理所有权之间存在密切的关系。当用户为某个产品或服务支付时,他们可能会对其产生更强烈的归属感。这是因为他们的金钱投入使他们更加珍视和关心该产品。

  • 在加密领域,用户通过购买和持有代币来获得某种权益。尽管他们在法律上拥有这些代币,但他们可能不会对其产生强烈的心理所有权,除非他们对项目或社区有深厚的情感连接。

  • 如何通过价格增加心理所有权:

  • 有意义的价格:当用户认为他们为某个产品或服务支付的价格是公正和有意义的时,他们更可能产生心理所有权。

  • 参与感:让用户参与价格决策,例如通过投票决定产品的价格,可以增加他们的归属感。

  • 奖励机制:为用户提供奖励,例如折扣或代币,以鼓励他们参与和投入,可以增强他们的心理所有权。

  • 虽然价格可以增加心理所有权,但过高的价格可能会阻止用户购买或使用产品。因此,找到正确的价格点,既能吸引用户,又能增加他们的心理所有权,是至关重要的。

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marsbitHace 24 min(s)

TechFlow Intelligence Agency: Anthropic Calls for Global Pause in AI Development While Preparing for Trillion-Dollar IPO; SpaceX IPO Roadshow Heats Up, But S&P 500 Rejects Fast-Track Inclusion

In today's TechFlow Intelligence Briefing, several major tech stories highlight a growing theme of trust and credibility gaps across AI, crypto, and finance. AI company Anthropic has publicly called for a global pause in AI development, citing risks from Claude's "recursive self-improvement." Ironically, this coincides with reports the company is preparing for a massive IPO targeting a near $1 trillion valuation. This perceived hypocrisy, coupled with widespread user complaints about Claude's declining performance, is sparking debate over whether the safety warning is genuine or a competitive tactic. Meanwhile, in a substantive security move, Anthropic open-sourced a framework for AI-powered vulnerability discovery. In the crypto market, Bitcoin's price drop below $61,000 triggered over $1.16 billion in liquidations, flipping the market into a state where more BTC is held at a loss than at a profit, a historical bearish signal. On the corporate front, SpaceX's highly anticipated IPO is generating immense Wall Street excitement, with Goldman Sachs projecting 100x revenue growth by 2030. However, the S&P 500 has refused to fast-track the company's inclusion post-IPO, potentially limiting immediate institutional demand. Separately, ByteDance's AI app Doubao lost over 6 million monthly active users after introducing a subscription model, highlighting the challenges of AI monetization. Other notable developments include Nvidia certifying HBM4 memory from Samsung, SK Hynix, and Micron; Cloudflare's acquisition of front-end tooling company VoidZero; and its CEO warning that bot traffic now exceeds human traffic online. The underlying narrative connects these events: a trust crisis. From AI firms' contradictory actions and crypto volatility to the clash between SpaceX's hyped narrative and institutional rules, a pattern is emerging where stated intentions and actual practices are increasingly misaligned.

marsbitHace 39 min(s)

TechFlow Intelligence Agency: Anthropic Calls for Global Pause in AI Development While Preparing for Trillion-Dollar IPO; SpaceX IPO Roadshow Heats Up, But S&P 500 Rejects Fast-Track Inclusion

marsbitHace 39 min(s)

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