At noon today, Zhang Yiming sent a letter from all members of the company, responding to the problem that TikTok's US business was being forced to sell, and expressing the idea of byte beating to find a solution from the perspectives of users, teams, and the company.

It seems that TikTok's fate has come to the end of the play.

In the TikTok storm that lasted nearly three months, we saw how American politicians cracked down on budding Chinese companies, and we could also see how various Internet giants were dealing with their interests.

For example, on July 28, US Eastern time, the US Congress held an anti-monopoly meeting, where CEO, four major technology companies, Apple Inc, Alphabet Inc-CL C, Amazon.Com Inc, and Facebook Inc, gathered together.

When lawmakers asked whether they thought the Chinese government was stealing American technology, three of the four CEO said no.
The only confirmation is that Zuckerberg, who is married to a Chinese wife and is the most fluent in Chinese.


Many people believe that Zuckerberg dared to acknowledge the questions raised by lawmakers because Facebook Inc did not make money from the Chinese market compared with the other three companies.

But in fact, Facebook Inc did not make less money from the Chinese.

Facebook Inc earned $5 billion to $7 billion from Chinese advertisers in 2018, accounting for about 10% of Facebook Inc's income in 2018, according to the research report.

It's just that Facebook Inc, like Alphabet Inc-CL C, who is also banned, earns B-end merchants' money, not users' money, so we don't feel it deeply.

However, although it is also making money, Facebook Inc is the one hit hardest by Chinese technology companies among the four giant Internet companies.The main reason is Facebook Inc's business model.

Whether it is Amazon.Com Inc's e-commerce, Alphabet Inc-CL C's search and Android, or Apple Inc's mobile phone, have established a stable ecology in their respective fields, which are not vulnerable to the impact of foreign competitors.

Facebook Inc is different.

As a social platform, Facebook Inc has a large number of users' relationship chain, but the content on its platform is very critical for users. Once the platform becomes boring, users will lose quickly.

And TikTok happens to be a time-killing master, you can imagine that if users are used to indulging in TikTok, the frequency and duration of visiting Facebook Inc will certainly decline.

That's why Facebook Inc's moat looks solid, but it's actually very fragile. Had it not been for the timely acquisition of Instagram and Whatsapp a few years ago, Facebook Inc might have become in jeopardy.

Therefore, it is not difficult to understand why Zuckerberg did his best to contain the new power of science and technology in China at the hearing.

Overnight, Zuckerberg degenerated from what people call a "Chinese son-in-law" to a "tie man", mainly because of the huge gap in his attitude towards China.

2018 is a watershed.

Before 2018, Zuckerberg attracted a lot of fans in China because he was young and rich, and his life was low-key and simple.

When he was a campus technician, he met his current Chinese wife, Priscilla, and began to eat Chinese food and learn Chinese for his girlfriend.

After years of long-distance love, the couple married in 2012, when they sent out more than 200 invitations, but did not say the wedding, just a party, the guests arrived to find out it was a wedding.

After marriage, Zuckerberg will learn to make dumplings with his wife on the first day of the Lunar New year.

To be a super nanny.

Zuckerberg became more and more interested in China after he married a Chinese wife.

In 2010, Zuckerberg came to China for the first time and visited four companies, Baidu, Inc., China Mobile Limited, Sina and BABA.

In 2014, Zuckerberg became a member of the Advisory Board of Tsinghua School of Economics and Management and gave a speech in fluent Chinese at Tsinghua University.

In 2016, when Beijing's haze was very serious, Zuckerberg posted a photo of him running in Beijing on his Facebook Inc, making a high-profile gesture to China.

At this stage, Zuckerberg, who is still a "Chinese son-in-law", fell in love with Chinese culture because he married a Chinese wife.

However, starting from the 2018 hearing on the leak door, Zuckerberg began to throw out the "China threat theory."

First, he said in his speech that the values of the Internet in China are different from those in the United States.

Then, when promoting the virtual currency, warn US regulators:If we don't do these things, China will take our market.

Then at the recent hearing, it was admitted that Chinese companies had stolen American technology.

Overnight, the man was set to collapse.

However, although my former Chinese son-in-law stabbed his father-in-law, I insist that Zuckerberg's interest in China is real. After all, no one would joke about his marriage.

Zuckerberg made a U-turn because his closeness to China gives him a better understanding of China than the other three CEO and how much of a threat China's booming technology poses to the United States.

As the CEO of the top five companies in the world, Zuckerberg is very sensitive to business.

From the beginning to "learn from" the ideas of seniors, to make Facebook Inc, to dilute the shares of the co-founders, and then to set up an early Bird system within Facebook Inc to monitor new applications.

Whenever, whether it is a crackdown, plagiarism or mergers and acquisitions, Zuckerberg will do what is good for Facebook Inc.

Therefore, no matter how much Zuckerberg loves Chinese culture and no matter how much he learns Chinese values from his Chinese wife, Zuckerberg will not give up once it affects Facebook Inc's business.

He knows very well that the core moat of social networks lies in users, and once they lose their love, the platform has no value.

So Zuckerberg could buy Instagram for $1 billion and Whatsapp for $19 billion, even though Whatsapp had the largest mobile customer base, even though it had only a few employees at the time.

Now, TikTok has become a favorite app for young people.

But no matter how Facebook Inc plagiarized, or tried to buy, can not shake the position of TikTok. As a result, we can see Zuckerberg begin to warn China of the risks in public and increase communication with Trump.

In fact, this is not revenge, just safeguarding the interests of Facebook Inc.

A few years ago, a former employee of Facebook Inc published a book, Chaos Monkeys, which revealed that Zuckerberg was very easy to lose his temper, such as once scolding an engineer for making something Shit while pouring water on each other's computer and ordering him to do it again.

In addition, Zuckerberg likes to wander around the office with a samurai sword, pretending to threaten employees: "if you screw up, be careful it will cut off your little head."

This is a very Zuckerberg, a wedding casual, car casual, dress casually CEO. But once the social platform he built is threatened, the competitive Zuckerberg will definitely do everything he can to fight back.

Therefore, as a Chinese, in this case against Tiktok, I absolutely hate the performance of him as a 'two-faced man'. But if he is a shareholder, he will certainly like his due diligence from the point of view of business managers. As a competitor, Zuckerberg is absolutely difficult to deal with.