Steve Thomas - IT Consultant

TikTok is looking to expand its influence by integrating with popular third-party video creation and editing apps. The company today announced a new TikTok for Developers program which will introduce tools for third-party app developers, including those that allow them to access TikTok’s creative offerings as well as push content from their apps to TikTok directly. The first of these tools is the new Share to TikTok SDK, which will let users edit videos in other apps then publish them from that app to TikTok.

One of the key launch partners for the new SDK is Adobe Premiere Rush, Adobe’s mobile app for video editing. With the new TikTok integration, Premiere Rush users can access video editing features like aspect ratio switching, transitions, color filters, timelapse and slo-mo, audio control and more, then share instantly to TikTok and other video destinations.

In addition to Adobe, the apps supporting the Share to TikTok SDK at launch also include looping video creator Plotaverse, AR app Fuse.it, gaming highlights recorder Medal, Momento GIF Maker, PicsArt, and Enlight Videoleop.

For some of the smaller, single-purpose apps being able to become a useful tool for the creator community can have an outsized impact on their growth and revenues. For example, Facetune’s maker Lightricks has built a profitable business across its suite of photo and video editing apps, including Enlight Videoleap, and has now raised a total of $205 million.

In addition to built-in sharing features, apps that integrate with the new TikTok SDK will also gain access to a wider selection of creative tools, says TikTok.

But the apps will benefit in another way, too — when creators share their videos, they’ll include the specified partner hashtag along with the content. This will help to give the app the ability to gain exposure among even more TikTok users.

“This new Share to TikTok feature enriches the content available on TikTok, diversifies the types of videos users can discover, and offers more editing choices for users to explore in addition to TikTok’s built-in creative tools,” explained TikTok, in an announcement. “Most importantly, it gives users multiple avenues to create new original, high-quality content using platforms with exciting creative tools,” the company said.

The TikTok for Developers program also includes tools to embed videos on the web, and offers developer documentation, demos, and more. The program’s terms of service restricts developers from collecting users’ personal data or other nefarious activity, and threatens developers’ access could be removed if terms are violated.

TikTok didn’t say what other plans its has in store for the developers program, only that it will continue to expand access to its own creative tools further across the wider app ecosystem.

Apple has launched its streaming video subscription service, making available a varied and sizeable library of content immediately for subscribers. To access the service, you do need to sign up for a$4.99 per month subscription, but if you’ve purchased any new iPhone, iPad, iPod touch, Apple TV or Mac since the beginning of September, and you’re signed in to the Apple ID associated with those devices on those devices, the subscribe button should show that you get one full year of free trial service applied automatically.

Apple TV+ content lives in the Apple TV app that’s available across macOS, Apple TV, iOS and iPadOS devices, and which should be pre-installed already unless you’ve deleted it form your device or you’re running an older version of the operating system. Shows from the new program will then show up in a dedicated AppleTV+ row in the app’s home screen, as well as throughout the interface in various places.

At launch, you’ll find ‘The Morning Show,’ ‘See,’ ‘For All Mankind,’ ‘Dickinson,’ ‘Snoopy in Space,’ ‘Ghostwriter,’ ‘Helpsters,’ as well as documentary feature ‘The Elephant Queen’ and talk show ‘Oprah’s Book Club.’ Some of these offer the first three episodes, with others to follow on a staged release schedule, while others include the full season all available to view at launch.

Of course, you can either stream or download these for offline viewing, and AppleTV+ will remember your progress so long as you have an internet connection and then pick up where you left off across your connected devices. All Apple TV+ content is in 4K, and most also offer Dolby Vision and Dolby Atmos support.

I literally just turned on ‘The Morning Show’ for a few seconds to make sure everything was working, so no opinions yet on the quality of the actual content. But if you’ve recently picked up any new Apple hardware, it’s definitely worth checking out for the free trial period, at least.

Does TiVo has a future beyond the DVR?

Dave Shull certainly hopes so. The former Weather Channel CEO joined the company as president and CEO back in May, and when I spoke to him last month, he insisted that he’s excited and optimistic about the company’s prospects.

In fact, he said the DVR business “is not really TiVo” anymore. And the proliferation of streaming services is exactly what’s creating a big new opportunity for the company, one where it can help consumers navigate the seemingly overwhelming streaming landscape.

“Let’s embrace the chaos,” Shull told me. “The more streaming, the better.”

In the interview below — which has been edited and condensed for clarity — we discuss why he took on the job, how he plans to split TiVo into two companies and his plans for TiVo+, the company’s ad-supported streaming service (which launched earlier this week.)

TechCrunch: It seems like part of the goal with you coming on as CEO is this idea of reinventing the company for the world of streaming.

Dave Shull: We fully embrace the streaming wars at TiVo, is what I would say.

A little bit of context. I’ve known the company for years, because I’ve been familiar with some of the technology pieces that they had in the IP portfolio. But before I took the job, I talked to CTOs at some of the major operators around the world and said, “TiVo, right? I mean this is a company I’ve heard of, but are they still around?” And the answer consistently was, “Yeah, it’s actually the best technology out there.”

So I started talking to the board and eventually I get the job offer. I walk into a Best Buy and I pick up a Roku box and a TiVo box. I install the Roku box. It’s a brilliant installation process, absolutely brilliant. But then what it gives you is a bunch of different tiles for each of the apps. And so you have to figure out, okay, was that show on Netflix or Hulu?

The TiVo experience was a little bit — it needed some more work, is the polite way to say it. But once I had it installed, it’s taken my live TV and my on-demand Prime, Netflix, Hulu and some digital content and pulled it all together. That’s pretty cool because it’s allowing me to find the entertainment that I want to watch tonight, right?

And so we’re betting on this chaos of applications that are out there with the streaming wars, saying people are having fatigue from subscriptions and they are desperate to find an amazing way to go back to enjoying watching their TV again. They want someone who can bring all this entertainment together — on-demand, live, digital — and make it fun to find, to watch TV again. So that’s our mission. Very simple.

I came in three months ago. The first mandate is, we’ve decided to split the company. So about half of the company is an IP portfolio, 5,000 patents. Then we have the TiVo product base — and everyone thinks of TiVo as this DVR that you buy at Best Buy. That’s really not TiVo, that’s a tiny fraction of our customers. We have 22 million households around the world that use TiVo to provide exactly what I just said, which is this amazing ability to find entertainment.

In what will hopefully turn out to be just a mistake, the Amazon Prime Video app has disappeared from the Apple App Store, making it unavailable for new downloads or updates to users both on iOS and Apple TV. Twitter users began to tweet to Amazon for help about the problem on Friday morning, to which Amazon’s support channels have yet to reply.

The app’s disappearance was earlier reported by AppleInsider, iMore, and others.

The most likely reason for the app’s removal is a technical one — an issue with the update could have caused it to be temporarily pulled, perhaps.

What’s not likely is that Amazon Prime Video is gone for good.

The company just released an X-Ray upgrade to the app across platforms, including iOS, allowing users to get more information about what they’re streaming, including Amazon’s run of Thursday Night Football games.

Nor is it likely that Apple has for some reason booted out Prime Video, given the anti-competitive nature of such a move (Apple TV+ is soon to launch), at a time when the tech giants are under increased regulatory scrutiny.

The issue isn’t only impacting users in the U.S., nor is it limited to iPhone, as Apple TV is also affected.

Amazon has not responded publicly to users asking for help.

TechCrunch has also reached out to Amazon for comment and will update when we hear back.

“It’s almost like the Explore Tab that we have on Instagram” said Facebook CEO Mark Zuckerberg in leaked audio of him describing TikTok during an all-hands meeting. But it’s not. TikTok represents a new form of social entertainment that’s vastly different from the lifelogging of Instagram where you can just take a selfie, show something pretty, or pan around what you’re up to. TikToks are premeditated, storyboarded, and vastly different than the haphazard Stories on Insta.

That’s why Zuckerberg’s comments cast a dark shadow over the future of the Facebook family of apps. How can it beat what it doesn’t understand? He certainly can’t ignore it. Facebook’s copycat Lasso has been installed just 425,000 times since it launched in November, while TikTok has 640 million installs in the same period outside of China. Oh, and TikTok has 1.4 billion total installs beyond China to date.

TikTok Screenshots

TikTok

Casey Newton of The Verge today published two hours of audio and transcripts from two internal-only all-hands Q&As held by Zuckerberg at Facebook in July. His comments touch on the company’s plan to fight being broken up by regulators, especially if Elizabeth Warren becomes President. He thinks Facebook would win, but on resorting to suing the government, he says “does that still suck for us? Yeah.” Zuckerberg also describes how Facebook is working to launch a payments product in Mexico and elsewhere by year’s end as Libra deals with regulatory scrutiny.

But beyond his comments on regulation, it’s his pigeonholing of TikTok that’s most alarming. It foreshadows Facebook failing to win one of the core social feeds that its business depends on. Perhaps his perspective on the competitor is evolving, but the leak portrays him as thinking TikTok is just the next Snapchat Stories to destroy.

Zuckeberg’s Thoughts On TikTok

Here’s what Zuckerberg said about TikTok during the internal Q&A sessions, (emphasis mine):

So yeah. I mean, TikTok is doing well. One of the things that’s especially notable about TikTok is, for a while, the internet landscape was kind of a bunch of internet companies that were primarily American companies. And then there was this parallel universe of Chinese companies that pretty much only were offering their services in China. And we had Tencent who was trying to spread some of their services into Southeast Asia. Alibaba has spread a bunch of their payment services to Southeast Asia. Broadly, in terms of global expansion, that had been pretty limited, and TikTok, which is built by this company Beijing ByteDance, is really the first consumer internet product built by one of the Chinese tech giants that is doing quite well around the world. It’s starting to do well in the US, especially with young folks. It’s growing really quickly in India. I think it’s past Instagram now in India in terms of scale. So yeah, it’s a very interesting phenomenon.

And the way that we kind of think about it is: it’s married short-form, immersive video with browse. So it’s almost like the Explore Tab that we have on Instagram, which is today primarily about feed posts and highlighting different feed posts. I kind of think about TikTok as if it were Explore for stories, and that were the whole app. And then you had creators who were specifically working on making that stuff. So we have a number of approaches that we’re going to take towards this, and we have a product called Lasso that’s a standalone app that we’re working on, trying to get product-market fit in countries like Mexico, is I think one of the first initial ones. We’re trying to first see if we can get it to work in countries where TikTok is not already big before we go and compete with TikTok in countries where they are big.

We’re taking a number of approaches with Instagram, including making it so that Explore is more focused on stories, which is increasingly becoming the primary way that people consume content on Instagram, as well as a couple of other things there. But yeah, I think that it’s not only one of the more interesting new phenomena and products that are growing. But in terms of the geopolitical implications of what they’re doing, I think it is quite interesting. I think we have time to learn and understand and get ahead of the trend. It is growing, but they’re spending a huge amount of money promoting it. What we’ve found is that their retention is actually not that strong after they stop advertising. So the space is still fairly nascent, and there’s time for us to kind of figure out what we want to do here. But I think this is a real thing. It’s good.

To Zuckerberg’s credit, he’s not dismissing the threat. He knows TikTok is popular. He knows it’s growing in key international markets Facebook and Instagram depend on to keep user counts rising. And he knows his company needs to respond via its standalone clone Lasso and more.

Facebook Lasso Screenshots

Lasso

But while TikToks might look like Stories because they’re vertical videos, and TikTok might algorithmically recommend them to people like Instagram Explore, it’s a whole ‘nother beast of a product and one that may be harder than it seems to copy.

To crystallize why, let’s rewind to Snapchat. With the launch of Stories, it started to blow up with US teens. Facebook’s attempts to clone it in standalone apps like Poke and Slingshot never gained traction. In fact, none of Facebook’s standalone apps have succeeded unless they splintered off an already-popular piece of Facebook like chat and users were forced to download them like Messenger. It wasn’t until Zuckerberg stuck his clone of Stories front-and-center atop Instagram and Facebook that Snapchat’s user count went from growing 18% per quarter to shrinking. There, Facebook used the same strategy laid out in Zuckerberg’s comments — push its good-enough clone in countries where the original isn’t popular yet.

But Facebook was fortunate because Stories really wasn’t that dissimilar to the content users were already sharing on Instagram — tiny biographical snippets of their lives. Snapchat CEO Evan Spiegel had originally invented Stories as a vision of Facebook’s News Feed through the lens of an ephemeral camera. All users had to know was “I take the same videos, but shorter and sillier, posted more often, and then they disappear”. The concept of Instagram and Facebook didn’t have to change. They were still about telling friends what you were up to. Choking off TikTok’s growth will be much more complicated.

Why TikTok Is Tough To Clone

TikTok isn’t about you or what you’re doing. It’s about entertaining your audience. It’s not spontaneous chronicling of your real life. It’s about inventing characters, dressing up as someone else, and acting out jokes. It’s not about privacy and friends, but strutting on the world stage. And it’s not about originality — the heart of Instagram. TikTok is about remixing culture — taking the audio from someone else’s clip and reimagining the gag in a new context by layering it atop a video you record.

TikTok Remixes

That makes TikTok distinct enough that it will be very difficult to shoehorn into Instagram or Facebook, even if they add the remixing functionality. Most videos on those apps aren’t designed to be templates for memes like TikToks are. Insta and Facebook’s social graphs are rooted in friendship and augmented by the beautiful and famous, but don’t encompass the new wave of amateur performers TikTok elevates. And since each post to the app becomes fodder for someone else’s creativity, a competitor starting from scratch doesn’t offer much to remix.

That means a TikTok clone would have to be somewhat buried in Instagram or Facebook, rebuild a new social graph, and retrain users’ understanding of these apps’ purpose…at the risk of distracting from their core use cases. This leaves Facebook hoping to grow its standalone TikTok clone Lasso which TechCrunch scooped a year ago before it launched last November. But as we’ve seen, Facebook struggles growing brand new apps, and that effort is further hindered by its increasingly toxic brand and sheen of uncoolness. Nor does it help that Facebook must divert development resources to comply with all the new privacy and transparency obligations as part of its $5 billion FTC fine and settlement.

The Next Feed

Facebook’s best bet is to assess the future value of the ads it could run on a successful TikTok clone and apply some greater fraction of that grand sum to competing directly. It’s already made some smart additions to Lasso like tutorials for how to remix and the option to add GIFs as sections of your video. But it’s still failing to gain serious traction in the US. While typical TikTok homepage videos have hundreds of thousands of Likes, the top ones I saw in my Lasso feed today received 70 or fewer.

I had Sensor Tower run some analysis comparing TikTok with Lasso since its launch last November, and found that Lasso gets 6 downloads for every 1000 for TikTok in the US. Some more stats:

  • US Total Downloads Since November: Lasso – 250,000 // TikTok – 41.3 million
  • US Downloads Per Day Since November: Lasso – 760 // TikTok – 126,000
  • Average US Google Play Social App Chart Ranking: Lasso – #155 // TikTok – #2

Beyond the US, Lasso has only launched in one other market, Mexico in April, where it’s been faring better but could hardly even be considered a competitor to TikTok. They won’t even coherently fit together on a graph. Facebook needs to lean harder into Lasso:

  • Mexico Total Downloads Since April: Lasso – 175,000 // TikTok – 3.3 million
  • Mexico Downloads Per Day Since November: Lasso – 1,000 // TikTok – 19,000

Facebook Lasso Logo

Zuckerberg may need to find a coherent place for TikTok style features inside Instagram and potentially Facebook. That could be another horizontal row of previews like with Stories and/or a header on the Explore page dedicated to premeditated content. Certainly something more prominent than a single button like IGTV that still no one is asking for. One opportunity to best TikTok would be building a dedicated remix source browser into the Stories camera to help users find content to put their own spin on.

Facebook will also need to buy out top TikTok creators to make videos for it instead, and even quasi-hire some of the most prolific video meme or challenge inventors to give users trends to jump on rather than just one-off clips to watch. Its failure to offer IGTV stars monetization has led many to ignore that platform, and it can’t afford that again.

If Zuckerberg approaches TikTok as merely an algorithmic video recommender like Explore, Facebook will miss out on owning the social entertainment feed. If he doesn’t decisively move to challenge TikTok soon, its catalog of content to remix will grow insurmountable and it will own the whole concept of short form performative video. Snapchat’s insistence on ephemerality makes it incompatible with remixing, and YouTube isn’t nimble enough to reinvent itself.

If no American company can step up, we could see our interest data, faces, and attention forfeited to an app that while delightful to use, heralds Chinese political values at odds with our own. If only Twitter hadn’t killed Vine.

It makes lazy people like me work out. That’s the genius of the Peloton bicycle. All you have to do is velcro on the shoes and you’re trapped. You’ve eliminated choice and you will exercise. Through a succession of savvy product design choice I’ll break down here, Peloton removes the friction to getting fit. It’s the leader in a movement I call “pushbutton health”. And this is why I think Peloton will be a big succes no matter what short-term investors do when it IPOs this week after raising $994 million in venture capital.

Peloton Bike Photo

The bike

Basically, Peloton is a $2300 stationary bike with an iPad stuck to the front. The $40 per month subscription unlocks thousands of live and on-demand video cycling classes where instructors positively yell at you. When you think you’re tired already, they look into your eyes, tell you “you got this”, the soundtrack crescendos, you crank up the resistance, and you pedal harder at home. The resulting endorphin rush is addictive, and you find yourself persuading friends they need a Peloton too.

That viral loop which adds to its 500,000 subscribers is how Peloton plans to raise ~$1.16 billion going public this week at an ~$8 billion valuation. Its revenue doubled this year as it began to dominate the connected exercise equipment market, though losses quadrupled as it burned cash to become a household name. But after riding 110 of 150 days I’ve been home since buying its bike, I’m confident in the company. Whatever it invests now to build its lead will likely be paid back handsomely by its increasingly handsome customers who can’t bear to clip out. Here’s why.

Peloton Class

Peloton classes are recorded in front of a live studio audience of riders

The Brilliance Of This Bike

The Shoes – Usually the activation energy to start a workout requires dragging yourself to the gym or suiting up to face the elements outside. That can be daunting enough that you rarely do. But once you slip into the Peloton bike shoes, you can hardly walk normally which means you can hardly procrastinate. You’re home so you don’t even need clothes. Just a few velcro straps and you’re over the hump and resigned to exercise.

The Clips – Home gym equipments reduces the barrier to entry but also the barrier to exit. You can tell yourself you’ll keep doing push-up sets or squats jumping rope, but you can stop any time. Yet after you’re clipped into the Peloton bike, you’re almost assured to keep pedaling until the instructor gives you that end-of-ride congratulations.

Peloton Shoes

Just put the shoes on and you’ll exercise

The Schedule – You can get a sweat in just 10 or 20 minutes going hard on a Peloton. Combined with zero commute, that means you’ll practically always be able fit in a ride regardless of how busy you are. No more “I don’t have time to make it to the gym so I’ll just skip out”. When my calendar gets crunched or I dawdle a little before deciding to ride, classes as short as 5 minutes ensure there’s no weaseling out.

The Instructors – I wish I had these coaches to motivate me through sorting email. Peloton’s 20+ instructors range from hippie-dippie gurus to no-nonsense trainers that fit your personality type. You find yourself craving your favorite’s special brand of relentless positivity. I burn far more calories in a shorter time than exercising solo because they inspire me to push a little harder or they slow their countdown to add a couple all-out seconds to the end of a sprint. They’re even becoming celebrities, with bankers lining up for selfies during Peloton’s IPO road show. Sick of them? You can always Scenic Ride through video of some of the world’s prettiest bike paths.

Peloton Instructors

Peloton instructors (from left): Alex Toussaint, Emma Lovewell, Ben Alldis, and Leane Hainsby

The Intimacy – You’re eye-to-eye with those instructors as they stare into the camera and out of the giant screen bolted to your handlebars. That generates intimacy despite them broadcasting to thousands. Even in person, a SoulCycle coach across the room can feel further away. You’re mostly guided by audio cues, but their gaze compels you to perform. Peloton almost feels like FaceTime, and that’s a sense of connection many long for more of these days.

The Pavlovian Response – Your brain quickly begins to associate the sounds of Peloton with the glowing feeling of finishing a workout. The rip of the velcro shoe straps, the click of clipping into the bike, but most of all the instructor catch-phrases. You get hooked on hear the bubbling British accent of “I’mmmm Leeaannne Haaaaainsby” as she introduces herself, Ben Alldis’ infectious “You got 5, you got 4…” countdowns, or Emma Lovewell reminding you to “Live, learn, love well”. That final ‘namaste’ followed by wiping down the bike and jumping in a cold shower forms a ritual you’re inclined to repeat.

Peloton Class

Eye-contact with the instructors creates an intimate bond

The Soundtrack – Popular songs are more than just a pump-up accompaniment to Peloton classes. Your pedaling pace is often pegged to the tempo, with sprints starting when the beat drops. As your legs tire, you feel obliged to maintain your speed so you don’t fall behind the drums. You can even search classes by music genre and preview each’s playlist. Peloton has paid out $50 million in royalties for its music, and faces $300 million-plus in lawsuits for copyright infringement. But having the best tunes to bike to might end up worth the penalty since it helped Peloton race ahead in a lucrative market.

The Bike As Decor – Most home exercise equipment ends up in a closet or as a clothing rack. By designing its bicycles for beauty, Peloton coerces you to place them conspicuously in your home. You might have seen the hysterical Twitter thread parodying this practice, but it’s funny because it’s true. You’re a lot more likely to ride it if it’s central to your home (ours is between our bed and the doors to the veranda), and you’ll be embarassed if visitors ask about it and you haven’t hopped on recently.

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“A good place for your Peloton bike is between your kitchen and your living room facing the cactus garden so you always remember virtual spin class” –ClueHeywood on Twitter

The Network Effect – Many of these smart product design moves could be copied by competitors. But by amassing a community of 1.4 million members to date, Peloton benefits from social features and economies of scale. You can ride together with pals over video chat, send each other digital high fives, or race and compare achievements. Each friend that joins Peloton is one more reason not to sign up for a competitor. The whole concept virtual personal training is being legitimized. And the cost of producing more classes gets spread wider as membership grows.

The Shared Accounts – Peloton has even built in a way to feel noble about your sanctimonious prosyletizing about how it “jumpstarted your metabolism”. Each $39 on-bike subscription allows unlimited accounts on up to three devices, so you can hook up some friends if you convince them to buy the big-budget gadget.

Peloton High Five

High-five fellow riders as you virtuall pass them

The Growth Hacks – Peloton streaks are for adults what Snapchat streaks are to kids: a clever way to reward consistent usage. But beyond the achievement badges displayed on your profile, you’ll get in-ride leaderboards full of people to proudly pass, progress bars to fill by pedaling, and kilojoule output high scores to beat. Peloton makes exercise a game you want to win.

The Shoutouts – Yet Peloton’s most explicit levering of our psychology comes from the in-class name-drop shoutouts instructors give. Whether mentioning the screen names of a few participants at the start of a session or congratulating users hitting their 50th, 200th, or 500th ride, the recognition pushes people to join the dozen live-streamed classes each day that add urgency to the on-demand catalog. Proof it works? People strategize to ensure their 100th ride is a long live class to maximize the chance of a shout-out.

Peloton Century Club Free Shirt

A free cult shirt after your 100th ride

The ‘Transcendence’ – Peloton minimizes the isolation from working out at home. In fact, its whole product enables people to feel ‘glamorous’ and ‘manifested’ yet nonchalant in ways going to a sweaty gym or using a personal trainer can’t. It’s like being able to buy a little piece of the smug satisfaction and in-group affiliation of going to Burning Man. That’s why the company even sends you a free “Century Club” t-shirt when you hit your 100th ride. You’re meant to feel cool sharing that you “Peloton”, using the startup’s name as a verb.

Peloton Conspicuous Self Actualization 2

Conspicuous Self-Actualization

Still, Peloton has plenty left to optimize. There’s room to expand use of its camera to offer premium one-on-one coaching, head-to-head racing, group video chat with friends, and augmented reality filters to make people feel comfortable on screen and take shareable selfies. A wider range of intense but short classes could appeal to overworked professionals who picked Peloton precisely because they don’t have an hour for the gym.

Novelty could come from celebrity guest instructors, or themed classes for pre-gaming for a night out, fans of a particular artist, or songs about a certain topic. And it should definitely have some iconic sounds like an om or singing bowl chime that play before each class to center you and after to release you.

Most excitingly, the Peloton screen has the potential to be a platform for exercise-controlled gaming and apps. Whether pedaling to escape zombies chasing you or piece together a puzzle, maintaining an output level to keep your cross-hairs locked on an enemy plane as you dogfight, or making a garden bloom by growing each flower during a different interval, Peloton could evolve riding to be much more interactive. Apps could offer training simulators for different sports focused on sprints for basketball or marathons for soccer. Or just put Netflix on it! By opening up to outside developers, Peloton could build a moat of extra experiences competitors can’t match.

With the strengths and opportunities of its core product, Peloton is poised to absorb more of your fitness time and money. It’s already branching out with yoga, meditation, lifting, bootcamp, and jazzercise classes you can do standing next to your bike or without one on its $19 per month app. Its second gadget is a $4300 treadmill.

From there it could break into more of the “pushbutton health” business. I categorize these as wellness products and services that rely on convenience instead of your will power. Think delivery health food instead calorie-counting apps that are a chore. My pushbutton regimen includes Peloton, six salads per week dropped off in batches by Thistle, monthly packages of Nomiku vacuum-sealed meals that RFID scan into its sous vide machine, and a Future remote personal trainer who nags me by text message.

Peloton Coaching

It’s easy to get hooked on the positivity

Peloton could easily dive into selling meal kits, personal training, or a wider range of workout clothes to compete with Lulu Lemon. If it’s the center of your fitness routine, the company could become a gateway to new health products it owns or partners with.

I’m bullish on Peloton because I’m betting people are going to stay busy, lazy, and competitive. It offers the effectiveness of a spin class but with scheduling flexibility. It removes every excuse for staying on the couch. And in an age of visual communication where many seek to share both the journey to and the destination of an Instagrammable body and the discipline to ge there, Peloton provides conspicuous self-actualization through consumerism. Plus, finishing a ride feels damn good.

On Sundays in October, Tinder is launching an “interactive adventure” in its dating app called “Swipe Night” that will present a narrative where users make a series of choices in order to proceed. This sort of choose-your-own-adventure format has been more recently popularized by Netflix and others as a new way to engage with digital media. In Tinder’s case, its larger goal may not a dramatic entry into scripted, streaming video, as has been reported, but rather a creative way to juice some lagging user engagement metrics.

For example, based on analysis of Android data in the U.S. from SimilarWeb, Tinder’s sessions per user, meaning the number of times the average user opens the app per day, have declined. From the period of January – August 2018 to the same period in 2019 (January – August 2019), sessions declined 10.8%, from 4.5 to 4.1.

The open rate, meaning the percentage of the Tinder install base that opens the app on a daily basis, also declined 5.9% during this time, going from 28% to 22.1%.

These sort of metrics are hidden behind what would otherwise appear to be steady growth. Tinder’s daily active users, for example, grew 3.1% year-over-year from 1.114 million to 1.149 million. And its install penetration on Android devices grew by 1%, the firm found. (See below).

Tinder Install Penetration

Drops in user engagement are worth tracking, given the potential revenue impact.

App store intelligence firm Sensor Tower found Tinder experienced its first-ever quarter-over-quarter decline in combined revenue from both the App Store and Google Play in Q2 2019.

Spending was down 8.8% from $260 million in Q1 to $237 million in Q2, the firm says. This was largely before Tinder shifted in-app spending out of Google Play, which was in late Q2 to early Q3. Tinder revenue was still solidly up 46% year-over-year, the company itself reported in Q2, due to things like pricing changes, product optimizations, better “Tinder Gold” merchandising and more.

There are many reasons as to why users could be less engaged with Tinder’s app. Maybe they’re just not having as much fun — something “Swipe Night” could help to address. Sensor Tower also noted that negative sentiment in Tinder’s user ratings on the U.S. App Store was at 79% last quarter, up from 68% in Q2 2018. That’s a number you don’t want to see climbing.

Of course, all these figures are estimates from third-parties, not directly reported — so take them with the proverbial grain of salt. But they help to paint a picture as to why Tinder may want to try some weird, experimental “mini-series”-styled event like this.

It wouldn’t be the first gimmick that Tinder used to boost engagement, either. It also recently launched engagement boosters like Spring Break mode and Festival mode, for example. But this would be the most expensive to produce and far more demanding, from a technical standpoint.

Swipe Night Intro

In “Swipe Night,” Tinder users will participate by launching the app on Sundays in October, anytime from 6 PM to midnight. The 5-minute story will follow a group of friends in an “apocalyptic adventure” where users will face both moral dilemmas and practical choices.

You’ll have 7 seconds to make a decision and proceed with the narrative, Tinder says. These decisions will then be added to your user profile, so people can see what decisions others made at those same points. You’ll make your choice using the swipe mechanism, hence the series’ name.

Every Sunday, a new part of the series will arrive. Tinder shot over 2 hours worth of video for the effort, but you’ll only see the portions relevant to your own choices.

The series stars Angela Wong Carbone (“Chinatown Horror Story”), Jordan Christian Hearn (“Inherent Vice”), and Shea Gabor, and was directed by Karena Evans, a music director used by Drake. Writers include Nicole Delaney (Netflix’s “Big Mouth”) and Brandon Zuck (HBO’s “Insecure”).

Swipe Night Choice

 

Tinder touts the event as a new way to match users and encourage conversations.

“More than half of Tinder members are Gen Z, and we want to meet the needs of our ever-evolving community. We know Gen Z speaks in content, so we intentionally built an experience that is native to how they interact,” said Ravi Mehta, Tinder’s Chief Product Officer. “Dating is all about connection and conversation, and Swipe Night felt like a way to take that to the next level. Our hope is that it will encourage new, organic conversations based on a shared content experience,” he said.

How someone chooses to play through a game doesn’t necessarily translate into some sort of criteria as to whether they’d be a good match, however. Which is why it’s concerning that Tinder plans to feed this data to its algorithm, according to Variety.

At best, a series like this could give you something to talk about — but it’s probably not as much fun as chatting about a shared interest in a popular TV show or movie.

Variety also said the company is considering whether to air the series on another streaming platform in the future.

Tinder declined to say if it plans to launch more of these experiences over time.

Despite the user engagement drop, which crazy stunts like “Swipe Night” could quickly — if temporarily — correct, the dating app doesn’t have much to worry about at this time. Tinder still accounts for the majority of spending (59%) in the top 10 dating apps globally as of last quarter, Sensor Tower noted. This has not changed significantly from Q2 2018 when Tinder accounted for 60% of spending in the top 10 dating apps, it said.

 

Plex has added a new content partner for its soon-to-launch ad-supported video service. The company announced this morning its service will now also include movies from Lionsgate, which will join Plex’s existing partner Warner Bros. Domestic Television Distribution, in helping to fill out the forthcoming video-on-demand library.

However, unlike with Warner Bros., whose videos will be limited to U.S. viewers, the deal with Lionsgate is for worldwide streaming. (There may be a few titles with geo-restrictions, Plex noted.)

“Lionsgate is one of the biggest names in the business and we know our millions of users will enjoy free access to their library of movies,” said Keith Valory, CEO of Plex, in a statement. “Plex caters to the most passionate and discerning media lovers all over the world, so it is important for us to be able to bring great content like this together in one beautiful app for all of our users across the globe.”

TechCrunch first reported on Plex’s plans to enter the ad-supported movies market back in January. The company described a strategy that is similar to Roku’s — that is, instead of just facilitating streaming through its platform, it will actually broker deals that bring a selection of free content directly to its users. It can then tap into the ad revenue that’s generated to boost its bottom line as Roku does with The Roku Channel.

Though Plex began as a media organizer, it has, in recent years, expanded to focus on becoming a one-stop-shop for all your media needs. This includes streaming and recording from live TV, streaming music by way of a TIDAL partnership, plus access to podcastsnews and web series.

Plex now has 20 million users, and while it doesn’t detail its subscriber numbers, it has achieved profitability.

That said, the one media organization challenge it hasn’t yet solved is helping users search for, discover, and track the shows and movies they want to watch outside of live TV or its ad-supported streams. Plex did once say it’s looking into paid subscriptions further down the road, as it’s a natural next step beyond the ad-supported streaming deals.

Plex says its video-on-demand library will launch later this year.

Google today announced an update to how it handles videos in search results. Instead of just listing relevant videos on the search results page, Google will now also highlight the most relevant parts of longer videos, based on timestamps provided by the video creators. That’s especially useful for how-to videos or documentaries.

“Videos aren’t skimmable like text, meaning it can be easy to overlook video content altogether,” Google Search product manager Prashant Baheti writes in today’s announcement. “Now, just like we’ve worked to make other types of information more easily accessible, we’re developing new ways to understand and organize video content in Search to make it more useful for you.”

In the search results, you will then be able to see direct links to the different parts of a video and a click on those will take you right into that part of the video.

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To make this work, content creators first have to mark up their videos with bookmarks for the specific segments they want to highlight, no matter what platform they are on. Indeed, it’s worth stressing that this isn’t just a feature for YouTube creators. Google says it’s already working with video publishers like CBS Sports and NDTV, who will soon start marking up their videos.

I’m somewhat surprised that Google isn’t using its machine learning wizardry to mark up videos automatically. For now, the burden is on the video creator and given how much work simply creating a good video is, it remains to be seen how many of them will do so. On the other hand, though, it’ll give them a chance to highlight their work more prominently on Google Search, though Google doesn’t say whether the markup will have any influence on a video’s ranking on its search results pages.

YouTube commenters will now have their channel loyalty — or their tendency to troll — exposed, thanks to a new feature called profile cards, now in testing. Recently announced by way of YouTube’s Creator Insider channel, where the company shares updates and changes with its creator community, these new profile cards would appear whenever you clicked on a commenter’s name, and would list all their other recent comments on the channel.

Currently, if you click on a commenter’s name, you’re redirected to their channel page on YouTube.

But that doesn’t allow the video creator or other commenters to learn much about the person behind a given comment, in many cases, as not everyone publishes to YouTube. The commenter’s channel could be sparse, out of date, or completely unrelated to the topic at hand.

With the new profile cards, however, you’ll instead be able to see all the recent comments left on the channel over the past 12 months. However, it won’t show their comments left on other channels at this time. In other words, it’s not a full user profile, similar to what you would find on other message board sites like Reddit, where a complete comment history is available for each user.

“It will help you get a sense of what this person is writing,” explains YouTube Director of Product Management, Tom Leung, in the annoucement published in the past week. “We hope that it will strengthen connections with others in the YouTube community and will help creators recognize some of their best commenters,” he added.

youtube profile cards

Though not mentioned, the new feature could also help creators recognize some of their worst commenters, as well — meaning, those who only show up to troll, derail discussions, or otherwise cause problems.

Being able to see a history of someone’s comments would allow a video creator or moderator to make a more informed decision about whether future comments from the same user should be hidden or, conversely, if the user is trustworthy enough to earn a spot on the “approved users” list so their comments get published automatically.

The new profile card will also include a link to the commenter’s YouTube channel, but it doesn’t redirect you there as before. YouTube didn’t say how broadly the experiment is being rolled out for testing’s sake, but it was well-received by the community members reacting to the announcement at the time.

The test is one of several experiments running on YouTube at present. Another will allow video creators to display a personalized message to help attract new subscribers, the video also noted.

Facebook on Monday announced a number of updates aimed at video creators and publishers, during a session at the International Broadcasting Convention (IBC) taking place in Amsterdam. The updates involve changes to live video broadcasting, Facebook’s Watch Party, and Creator Studio, and they include enhancements to tools, expanded feature sets, and improved analytics, among other things.

The highlights include better ways to prep for and simulcast live broadcasts, ways to take better advantage of Watch Party events, new metrics to track video performance, and a much-anticipated option to schedule Instagram/IGTV content for up to six months’ in advance.

Live Video

facebook live studio

In terms of live video, Facebook says it listened to feedback from those who have been broadcasting live on its platform, and is now rolling out several highly-requested features to Facebook Pages (not Profiles.) The changes are an attempt to better accommodate professional broadcasters who want to use Facebook’s live broadcasting capabilities instead of or in addition to other platforms, like YouTube.

Through the Live API, publishers can now use a “rehearsal” feature to broadcast live only to Page admins and editors in order to test new production setups, interactive features, and show formats before going live to a full audience. QVC has tested this feature, as they broadcast live on Facebook for hundreds of hours per month, and have wanted to try out new workflows and formats.

Publishers will also be able to trim the beginning and end of a live video, and can live broadcast for as long as 8 hours — double the previous limit of 4 hours.

This latter capability has already been used by NASA, who broadcast an 8-hour long spacewalk, for example, and it also leaves room for broadcasting things like live sports, news events, and Twitch-like gaming broadcasts.

Most notably, perhaps, is that the company realizes live broadcasters need to serve their audiences outside of Facebook. Now, publishers will be able to use apps that let them stream to more than one streaming service at once, by simulcasting via the Live API.

Live video recently rolled out to Facebook Lite, as well, the company also noted.

watch party facebook

Watch Party

Facebook additionally announced a few new updates for its co-watching feature, Watch Party, which include the ability for Pages to schedule a party in advance to build anticipation, support for “replays” that will let others enjoy the video after airing, the ability to tag business partners in branded content, and new analytics.

As for the latter, two new metrics are being added to Creator Studio: Minutes Viewed and Unique 60s Viewers (total number of unique users that watched at least 60 seconds in a Watch Party.) These complement existing metrics like reach and engagement.

The Live Commenting feature, which allows a host to go live in a Watch Party to share their own commentary, is also now globally available.

Creator Studio

And wrapping all this up is an update to Creator Studio, which is what publishers use to post, manage, monetize and measure their content across both Facebook and Instagram.

Creator Studio Loyalty

The dashboard will soon add a new visualization layer in Loyalty Insights to help creators see which videos loyal fans want to see, by measuring which videos drive return viewers.

A new Distribution metric will score each video’s performance based on the Page’s historic average on a range of metrics, including: 1 Minute Views, Average Minutes Watched, and Retention. This feature, rolling out in the next few months, will offer an easy-to-read snapshot of a video’s performance.

Creator Studio Distribution

Creator Studio will also now support 13 more languages for auto-captioning: Arabic, Chinese, German, Hindi, Italian, Malay, Russian, Tagalog, Tamil, Thai, Turkish, Urdu, and Vietnamese. These are in addition to those languages already available, which included English, French, Portuguese and Spanish.

Instagram & IGTV Scheduling 

And finally, publishers and creators will be able to publish and schedule their Instagram Feed and IGTV content for up to 6 months. In a few more months, Instagram Feed and IGTV drafting and editing will also become available, the company says.

This feature was already spotted in the wild before today’s announcement, and sent the social media management and influencer community abuzz. It also follows an update to the Instagram API last year to allow scheduling by third-party applications. However, a native feature is not as limited as some of those other options.

The feature is now open to all creators and publishers with Facebook Pages, whereas before some were seeing it labeled only as “coming soon” or were not able to get it working. Story scheduling is not yet included here, but it wouldn’t be surprising to see it added further down the road.

 

 

In an update today, YouTube is claiming to have made significant progress in removing harmful video on its platform following a June update to its content policy which prohibited supremacist and other hateful content. The company says it has this quarter removed over 100,000 videos and terminated over 17,000 channels for hate speech — a 5x increase over Q1. It also removed nearly double the number of comments to over 500 million, in part due to an increase in hate speech removals.

The company, however, is haphazardly attempting to draw a line between what’s considered hateful content and what’s considered free speech.

This has resulted in what the U.S. Anti-Defamation League, in a recent report, referred to as a “significant number” of channels that disseminate anti-Semitic and white supremacist content being left online, following the June 2019 changes to the content policy.

videos removed by reason

YouTube CEO Susan Wojcicki soon thereafter took to the YouTube Creator blog to defend the company’s position on the matter, arguing for the value that comes from having an open platform.

“A commitment to openness is not easy. It sometimes means leaving up content that is outside the mainstream, controversial or even offensive,” she wrote. “But I believe that hearing a broad range of perspectives ultimately makes us a stronger and more informed society, even if we disagree with some of those views.”

Among the videos the ADL had listed were those that featured anti-Semitic content, anti-LGBTQ messages, those denied the Holocaust, featured white supremacist content, and more. Five of the channels it cited had, combined, over 81 million views.

YouTube still seems to be unsure of where it stands on this sort of content. While arguably these videos would be considered hate speech, much seems to be left online. YouTube also flip-flopped last week when it removed then quickly reinstated the channels of two Europe-based, far-right YouTube creators who espouse white nationalist views.

Beyond the hate speech removals, YouTube also spoke today of the methodology it uses to flag content for review.

It will often use hashes (digital fingerprints) to automatically catch copies of known prohibited content ahead of it being made public. This is a common way platforms remove child sexual abuse images and terrorist recruitment videos. However, this is not a new practice and its mention in today’s report could be to deflect attention from the hateful content and issues around that.

In 2017, YouTube said also increased its use of machine learning to help it find similar content to those that have already been removed, even before the videos are viewed. This is effective for fighting spam and adult content, YouTube says. In some cases, this can also help to flag hate speech, but machines don’t understand context so human review is still required to make the nuanced decisions.

Fighting spam is fairly routine these days, as it accounts for the majority of the removals — in Q2, nearly 67% of the videos removed were spam or scams.

Over 87% of the 9 million totals videos removed in Q2 were removed by automated systems, YouTube said. An upgrade to spam detection systems in the quarter led to a more than 50% increase in channels shut down for spam violations, it also noted.

The company said that more than 80% of the auto-flagged videos were removed without a single view in Q2. And it confirmed that across all of Google, there are over 10,000 people tasked with detecting, reviewing, and removing content that violates its guidelines.

Again, this over 80% figure largely speaks to YouTube’s success in using automated systems to remove spam and porn.

Going forward, the company says it will soon release a further update to its harassment policy, first announced in April, that will aims to prevent creator-on-creator harassment — as seen recently with the headline-grabbing YouTube creator feuds and the rise of “tea” channels.

YouTube additionally shared a timeline of its content policy milestones and related product launches.

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The update from YouTube comes at a critical time for the company, just ahead of a reported $200 million settlement with the FTC over alleged violations of child privacy laws. The fine serves as a stark reminder that, for years now, the viewers of these hate speech-filled videos haven’t only been adults interested in researching extremist content or engaging in debate, but also millions of children who today turn to YouTube for information about their world.