How to Blow Up a Timeline

NOTE: I’d been working on this piece on and off for a few weeks while trying to move to NYC and settle into my new apartment, and just as I was about to publish it, Elon rate-limited Twitter and so, sensing a moment of weakness, Meta pulled up its launch date for Threads to yesterday. This piece doesn’t cover Threads directly, nor does it talk about the rate-limiting fiasco. It’s focused on why I think Twitter got so much worse over the past year. I thought about holding off and reworking it entirely to incorporate all that happened this week, but in the end I decided that it was cleaner to publish this one as is. If Twitter hadn’t botched so much over this past year, Threads wouldn’t matter. Still, like past pieces I’ve written on topics related to Twitter, you can apply a lot of the ideas in this piece to analyzing Threads’ prospects. And I’ll push a follow-up piece with my specific reactions to and predictions for Threads soon-ish. Follow me on Substack to get a note when that drops.

“I shall be writing about how cities work in real life, because this is the only way to learn what principles of planning and what practices in rebuilding can promote social and economic vitality in cities, and what practices and principles will deaden these attributes.” — Jane Jacobs, The Death and Life of Great American Cities


Today, I come to bury Twitter, not to appraise him.

Oh, who am I kidding, I’m mostly here to appraise how it blew up.

For years, I thought Twitter would persist like a cockroach because:

  • At its core, it’s a niche experience that alienates most but strongly appeals to a few
  • Those few who love Twitter comprise an influential intellectual and cultural cohort, and at internet scale, even niches can be substantial in size

I’ve written before in Status as a Service or The Network’s the Thing about how Twitter hit upon some narrow product-market fit despite itself. It has never seemed to understand why it worked for some people or what it wanted to be, and how those two were related, if at all. But in a twist of fate that is often more of a factor in finding product-market fit than most like to admit, Twitter's indecisiveness protected it from itself. Social alchemy at some scale can be a mysterious thing. When you’re uncertain which knot is securing your body to the face of a mountain, it’s best not to start undoing any of them willy-nilly. Especially if, as I think was the case for Twitter, the knots were tied by someone else (in this case, the users of Twitter themselves).

But Elon Musk is not one to trust someone else’s knots. He’s made his fortune by disregarding other people’s work and rethinking things from first principles. To his credit, he’s worked miracles in categories most entrepreneurs would never dream of tackling, from electric cars to rockets to satellite internet service. There may be only a handful of people who could’ve pulled off Tesla and SpaceX, and maybe only one who could’ve done both. When the game is man versus nature, he’s an obvious choice. When it comes to man versus human nature, on the other hand…

This past year, for the first time, I could see the end of the road for Twitter. Not in an abstract way; I felt its decline. Don’t misunderstand me; Twitter will persist in a deteriorated state, perhaps indefinitely. However, it's already a pale shadow of what it was at its peak. The cool kids are no longer sitting over in bottle service knocking out banger tweets. Instead, the timeline is filled with more and more strangers the bouncer let in to shill their tweetstorms, many of them Twitter Verified accounts who paid the grand fee of $8 a month for the privilege. In the past year, so many random meetings I have with one-time Twitter junkies begin with a long sigh and then a question that is more lamentation than anything else: “How did Twitter get so bad?”

It’s sad, but it’s also a fascinating case study. The internet is still so young that it’s still momentous to see a social network of some scale and lifespan suddenly lose its vitality. The regime change to Elon and his brain trust and the drastic changes they’ve made constitute a natural experiment we don’t see often. Usually, social networks are killed off by something exogenous, usually another, newer social network. Twitter went out and bought Chekhov’s gun in the first act and use it to shoot itself in the foot in the third act. Zuckerberg can now extend his quip about Twitter being a clown car that fell into a gold mine.

In The Rise and Decline of Nations, Mancur Olson builds on his previous book The Logic of Collective Action: Public Goods and the Theory of Groups to discuss how and why groups form. What are the incentives that guide their behavior?

One of his key insights is what I think of as his theory of group inertia. Groups are hard to form in the first place. Think of how many random Discord communities you were invited into the past few years and how many are still active. “Organization for collective action takes a good deal of time to emerge” observes Olson.

However, inertia works both before and after product-market fit. Once a group has formed, it tends to persist even after the collective good it came together to provide is no longer needed.

The same is true of social networks. As anyone who has tried to start one knows, it’s not easy to jump-start a social graph. But if you manage by some miracle to conjure one from the void, and if you provide that group with a reasonable set of ways for everyone to hang out, network effects can keep the party going long after last call. The group inertia that is your enemy before you’ve coalesced a community is your friend after it’s formed. Anyone who’s ever hosted a party and provided booze knows it’s often hard to get the last stragglers to leave. We are a social species.

No social network epitomizes this more than Twitter. It’s not that Twitter was a group of users that assembled for the explicit goal of producing some collective good. Its rise was too emergent to fit into any such directed narrative. But the early years of inertial drag (for years it was literally inert, inertia and inert sharing the same etymological root) followed by later years of inertial momentum fit the broad arc of Olson’s group theory.

I revisit Olson and Twitter’s history because the specifics of how Twitter found product-market fit are critical to understanding its current dissolution. Social networks are path dependent. This is especially true in the West where social networks are largely ad-subsidized and where they’re almost all built around a singular dominant architecture of an infinite scrolling feed optimized for serving ads on a mobile phone. The path each network took to product-market fit selected for a specific user base. As with any community, but especially ones forced to cluster in close proximity in a singular feed, as is common in the West, the people making up the community go a long way towards determining its tenor and values. Its vibes. The composition of its users then determines how conducive that network is to what types of advertising and at what scale. Finally, closing the circle of life, those ad dynamics then influence the network’s middle age evolution as a service. Money may not begin the conversation, that starts with the users, but money gets the final word.

Of all the social networks that achieved some level of scale in this first era of social media, perhaps no other was tried and abandoned by as many users as Twitter. Except for the extremely online community in which I’m deeply embedded (and that I suspect many of my readers are a part of), most normal, well-adjusted humans churned out of Twitter long ago.One of the trickiest things about projecting off of early growth rates for startups in tech is that even fads can generate massive absolute numbers early on if marketed broadly to a global audience. Without looking at early retention and churn rates, you may extrapolate a much larger terminal user base size than will actually stick around. Think about eBay or Groupon, for example. This same caution needs to be applied to Threads; one of the central questions is whether Twitter reached all the people who enjoy microblogging or whether Meta has some magic formula that will allow it to scale to a much larger population. That’s not ideal from a business perspective, but the upside is that those who made it through that great filter selected hard into Twitter’s unique experience. Most sane people don’t enjoy seeing a bunch of random bursts of text from strangers one after the other, but those that do really really love it. And, despite Twitter’s notoriously slow rate of shipping new features over the years, it eventually offered just enough knobs and dials for its users to wrestle their timelines into a fever dream of cacophonous public discourse that hasn’t been replicated elsewhere. More than any other social network, Twitter was one its users seized control of and crafted into something workable for themselves. To its heaviest and most loyal users, it felt at times like a co-op. Recent events remind us it isn’t.

Out of a petri dish that was lifeless for years emerged a culture of creatives, trolls, humorists, politicians, and other public intellectuals screaming at each other in 140 and later 280-character bursts, with even more users quietly gawking from the sideline. This so-called new town square was a 24/7 nightclub for real-world introverts but textual extroverts. My tribe.

This was as entertaining a spectacle as it was shaky a business. Twitter ads have always been hilariously random, and it’s to the credit of the desirable demographics of many of its users that advertisers continued to stick around to have their brands paraded between sometimes questionable, often horrifyingly offensive tweets. But its poor economics as a business shielded it from direct competition. Even if you could recreate its nerdy gladiatorial vibe, why would you? For years it seemed Twitter might persist in this delicate equilibrium, a Galapagos tortoise sunning on an island all to itself, surrounded by ocean as far as the eye could see.

Back to Olson: “Selective incentives make indefinite survival feasible. Thus those organizations for collective action, at least for large groups, that can emerge often take a long time to emerge, but once established they usually survive until there is a social upheaval or some other form of violence or instability.”

Well, “violence and instability” finally came to Twitter in the form of Elon Musk’s ownership. In almost every way, his stewardship has been the polar opposite of the previous regime’s. Politically, to be sure. But more notably, whereas Twitter was previously known as a company that rarely shipped any substantial changes, new Twitter seemed for months to ship things before having thought them through or even QA’ing them. Random bugs seem to pop up in the app all the time, and changes were pushed out and then reversed within the day. Many a day this past year, Twitter has been the main character of the types of drama it used to serve as the forum to discuss.

In classic Twitter fashion, the irony is that it now seems to be in decline not from doing too little but from doing too much. It turns out the way to overcome Olson’s group inertia is to run in swinging a machete, cutting wires, firing people, unplugging computers, flipping switches, tweaking parameters, anything to upset an ecosystem hanging on by a delicate balance. It was, if nothing else, a fascinating natural experiment in how to nudge a network out of longstanding homeostasis.

Given that Musk ended up having to overpay for Twitter by upwards of 4X, thanks to Delaware Chancery Court, it’s not at all surprising he and his new brain trust might choose to take an active hand in trying to salvage as much of his purchase price as possible.

But this heavy-handed top-down management approach runs counter to how Twitter achieved its stable equilibrium. In this way, Musk’s reign at Twitter resembles one of James Scott’s authoritarian high modernist failures. Twitter may have seemed like an underachieving mess before, but its structure, built up piece by piece by users following, unfollowing, liking, muting, and blocking over years and years in a continuous dialogue with the feed algorithm? That structure had a deceptive but delicate stability. Twitter and its users had assembled a complex but functional community, Jane Jacobs style. Every piece of duct tape and every shim put there by a user had a purpose. It may have been Frankensteinian in its construction, but it was our little monster.

This democratic evolution has long been part of Twitter’s history. Many of Twitter’s primary innovations like hashtags, much of its terminology like the word tweets, seemed to come bottom-up from the community of users and developers. This may have capped its scalability; a lot of its syntax has always seemed obtuse (who can forget how you had to put a period before a username if it opened a tweet so that the network wouldn’t treat it as a reply and hide it in the timeline). But, conversely, the service seemed to mold itself around the users who stuck with its peculiar vernacular. After all, they were often the ones who came up with it.

Olson again:

Stable societies with unchanged boundaries tend to accumulate more collusions and organizations for collective action over time.


What established the boundaries of Twitter? Two things primarily. The topology of its graph, and the timeline algorithm. The two are so entwined you could consider them to be a single item. The algorithm determines how the nodes of that graph interact.

The machine learning algorithms have been crucial to scaling our largest social media feeds. They are among the most enormous social institutions in human history, but we don't often think of them that way. It's often remarked upon that Facebook is larger than any country or government, but it should be remarked upon more? I think it's so shocking and horrifying to so many people that they prefer to block it out of their mind. In a literal sense, Twitter has always just been whose tweets show up in your timeline and in what order.

In the modern world, machine learning algorithms that mediate who interacts with whom and how in social media feeds are, in essence, social institutions. When you change those algorithms you might as well be reconfiguring a city around a user while they sleep. And so, if you were to take control of such a community, with years of information accumulated inside its black box of an algorithm, the one thing you might recommend is not punching a hole in the side of that black box and inserting a grenade.

So of course that seems to have been what the new management team did. By pushing everyone towards paid subscriptions and kneecapping distribution for accounts who don’t pay, by switching a TikTok style algorithm, new Twitter has redrawn the once stable “borders” of Twitter’s communities.

This new pay-to-play scheme may not have altered the lattice of the Twitter graph, but it has changed how the graph is interpreted. There’s little difference. My For You feed shows me less from people I follow, so my effective Twitter graph is diverging further and further from my literal graph. Each of us sits at the center of our Twitter graph like a spider in its web built out of follows and likes, with some empty space made of blocks and mutes. We can sense when the algorithm changes. Something changed. The web feels deadened.

I’ve never cared much about the presence or not of a blue check by a user’s name, but I do notice when tweets from people I follow make up a smaller and smaller percentage of my feed. It’s as if neighbors of years moved out from my block overnight, replaced by strangers who all came knocking on my front door carrying not a casserole but a tweetstorm about how to tune my ChatGPT and MidJourney prompts.

I tried switching to the Following from the For You feed, but it seems the Following feed is strictly reverse chronological. This is a serious regression to the early days of Twitter when you had to check your feed frequently to hope to catch a good tweet from any single person you followed. We tried this before; it was terrible then, it’s terrible now.

This weakening of the follow works in the other direction, too. Many people who follow me tell me they don’t see as many of my tweets as they used to. All my followers are accumulated social capital that seem to have been rendered near worthless by algorithmic deflation.

With every social network, one of the most important questions is how much information the structure of the graph itself contains. Because Twitter allows one-way following, its graph has always skewed towards expressing at least something about the interests of its users. Unlike on Facebook, I didn’t blindly follow people I knew on Twitter. The Twitter graph, more than most, is an interest graph assembled from a bunch of social graphs standing on each other’s shoulders wearing an interest graph costume. Not perfect, but not nothing.

The new Twitter algorithm tossed that out.

If you’re going to devalue the Twitter graph’s core primitive, the act of following someone, you’d better replace it with something great. The name of the new algorithmic feed hints at what they tried: For You. It’s nomenclature borrowed from TikTok, the entertainment sensation of the past few years.

I’ve written tens of thousands of words on TikTok in recent years (my three essays on TikTok are here, here, and here), and I won’t rehash it all here. What prompted my fascination with the app was that it attacked the Western social media incumbents at an oblique angle. In TikTok and the Sorting Hat, I wrote:

The idea of using a social graph to build out an interest-based network has always been a sort of approximation, a hack. You follow some people in an app, and it serves you some subset of the content from those people under the assumption that you’ll find much of what they post of interest to you. It worked in college for Facebook because a bunch of hormonal college students are really interested in each other. It worked in Twitter, eventually, though it took a while. Twitter's unidirectional follow graph allowed people to pick and choose who to follow with more flexibility than Facebook's initial bi-directional friend model, but Twitter didn't provide enough feedback mechanisms early on to help train its users on what to tweet. The early days were filled with a lot of status updates of the variety people cite when criticizing social media: "nobody cares what you ate for lunch."

But what if there was a way to build an interest graph for you without you having to follow anyone? What if you could skip the long and painstaking intermediate step of assembling a social graph and just jump directly to the interest graph? And what if that could be done really quickly and cheaply at scale, across millions of users? And what if the algorithm that pulled this off could also adjust to your evolving tastes in near real-time, without you having to actively tune it?

The problem with approximating an interest graph with a social graph is that social graphs have negative network effects that kick in at scale. Take a social network like Twitter: the one-way follow graph structure is well-suited to interest graph construction, but the problem is that you’re rarely interested in everything from any single person you follow. You may enjoy Gruber’s thoughts on Apple but not his Yankees tweets. Or my tweets on tech but not on film. And so on. You can try to use Twitter Lists, or mute or block certain people or topics, but it’s all a big hassle that few have the energy or will to tackle.


This is more commonly accepted now, but back in 2020 when I wrote this piece, TikTok’s success was still viewed with a lot of skepticism and puzzlement. Since then, we’ve seen Instagram and Twitter both try emulating TikTok’s strategy. Both Instagram and Twitter now serve much less content from people you follow and more posts selected by machine learning algorithms trying to guess your interests.

Instagram has been more successful in part because it has formats like Stories that keep content from one’s follows prominent in the interface. There’s social capital of value embodied in the follow graph, and arguably it’s easier for Instagram to preserve much of that while copying TikTok than it is for TikTok to build a social graph like Instagram.

But that’s a topic for another day. Twitter is the app on trial today. And of all Twitter’s recent missteps, I think this was the most serious unforced error. For a variety of design reasons, Twitter will likely never be as accurate an interest graph as, say, TikTok is an entertainment network.

As I’ve written about before in Seeing Like An Algorithm, Twitter’s interface doesn’t capture sentiment, both positive and negative, as cleanly, as TikTok.

Let’s start with positive sentiment. On this front, Twitter is…fine? It’s not for lack of usage. I’ve used Twitter a ton over more than a decade now, I’ve followed and unfollowed thousands of accounts, liked even more tweets, and posted plenty of tweets and links. I suspect one issue is that many tweets don’t contain enough context to be accurately classified automatically. How would you classify a tweet by Dril?

But perhaps even more damning for Twitter is its inability to see negative sentiment. Allowing users to pay for better tweet distribution leaves the network vulnerable to adverse selection. That’s why the ability to capture negative sentiment, especially passive negative sentiment, is so important to preserving a floor of quality for the Timeline.

Unfortunately, capturing that passive disapproval is something Twitter has never done well. In Seeing Like an Algorithm, I wrote about how critical it was for a service’s design to help machine learning algorithms “see” the necessary feedback from users, both positive and negative. That essay’s title was inspired by Scott’s Seeing Like a State which described how high modernist governments depended on systems of imposed legibility for a particular authoritarian style of governance.

Modern social networks lean heavily on machine learning algorithms to achieve sufficient signal-to-noise in feeds. To manually manage complex adaptive systems at the scale of modern social media networks would be impossible otherwise. One of the critiques of authoritarian technocracies is that they quickly lose touch with the people they rule over. It's no surprise that such governments have also looked at machine learning algorithms paired with the surveillance breadth of the internet as a potential silver bullet to allow them to scale their governance. The two entities that most epitomize each of these both come out of China: Bytedance and the CCP. The latter, in particular, has long been obsessed with cybernetics, despite having followed it down a disastrous policy rabbit hole before.

But these cybernetic systems, in the Norbert Wiener sense, only work well if their algorithms see enough user sentiment and see it accurately. Just as Scott felt high modernism failed again and again because those systems overly simplified complex realities, Twitter’s algorithm operates with serious blind spots. Since every output is an input in a cybernetic system, failure to capture all necessary inputs leads to noise in the timeline.

Twitter doesn’t see a lot of passive negative sentiment; it’s a structural blind spot. In a continuous scrolling interface with multiple tweets on screen at any one time, it’s hard to tell disapproval from apathy or even mild approval because the user will just scroll past a tweet for any number of reasons.

This leads to a For You page that feels like it’s missing my friends and awkwardly misinterpreting my interests. Would you like yet another tweetstorm on AI and how it can change your life? No, well too bad, have another. And another. For someone who claims to be worried about the dangers of AI, Elon’s new platform sure seems to be pushing us to play with it.

In the rush to copy TikTok, many Western social networks have misread how easy it is to apply lessons of a very particular short video experience to social feeds built around other formats. If you’re Instagram Reels and your format and interface are a near carbon copy, then sure, applying the lessons of my three TikTok essays is straightforward. But if you’re Twitter, a continuous scrolling feed of short textual content, you’re dealing with a different beast entirely.

Even TikTok sometimes seems to misunderstand that its strength is its purity of function as an interest/entertainment graph. Its attempts to graft a social graph onto that have struggled because social networking is a different problem space entirely. Pushing me to follow my friends on TikTok muddies what is otherwise a very clear product proposition. Social networking is a complex global maximum to solve for. In contrast, entertaining millions of people with an individual channel personalized to each of them is an agglomeration of millions of local maximums. TikTok’s interface paired with ByteDance’s machine learning algorithms are perfect for solving the latter but much less well-suited towards social networking.

Here’s another way to think about it. The difference between Twitter and an algorithmic entertainment network like TikTok is that you could fairly quickly reconstitute TikTok even without its current graph because its graph is a much less critical input to its algorithm than the user reactions to any random sequence of videos they’re served.

If Twitter had to start over without its graph, on the other hand, it would be dead (which speaks to why Twitter clones like BlueSky which are just Twitter minus the graph and with the same clunky onboarding process seem destined for failure). The new For You feed gives us a partial taste of what that might look like, and it's not pretty.

I ran a report recently on all the accounts I follow on Twitter. I hadn’t realized how many of them had been dormant for months now. Many were people whose tweets used to draw me to the timeline regularly. I hesitate to unfollow them; perhaps they’ll return? But I’m fooling myself. They won’t. Inertia again. A user at rest tends to stay at rest, and a user that flees tends to be gone for good.

Even worse, many accounts I follow look to have continued to tweet regularly over the past year. I just don’t see their tweets anymore. The changes to the Twitter algorithm bulldozed over a decade’s worth of Chesterton fences in a few months.


The other prominent mistake of the Elon era is more commonly cited, and I tend to think it’s overrated, but it certainly didn’t help. It’s the type of mistake only a prominent and polarizing figure running a social network could stumble into: his own participation on the platform he owns. The temptation is understandable. If you overpaid for a social network by tens of billions of dollars, why shouldn’t you be able to use it as you please? Why not boost your own tweets and use it as a personal megaphone? Why buy a McLaren if you take it for a spin and total it? He declared that one of his reasons for purchasing Twitter was to restore it to being a free speech platform, so why not speak his mind?

More than any tech CEO, he’s become a purity test for one’s technological optimism. His acolytes will follow him, perhaps even literally, to Mars, while his critics consider him the epitome of amoral Silicon Valley hubris. That he is discussed in such simplistic, binary terms is ironic; it exemplifies the nature of discourse on Twitter. It’s no surprise that many Twitter alternatives market themselves simply as Twitter minus Elon (though I suspect most people just want, like me, a Twitter with the same graph but minus the new For You algorithm).

But there’s a Heisenberg Uncertainty Principle of social in play here. Every tweet of his alters the fabric of Twitter so drastically that it’s almost impossible for some users to coexist on Twitter alongside him. He singlehandedly brought some users back to Twitter and sent others fleeing for the exits. There are no neutral platforms, as many have noted, but Musk’s gravitational field has warped Twitter’s entire conversational orbit and brand trajectory. Leaving Twitter, or simply refusing to pay for verification, is now treated as an act of resistance. It’s debatable whether that’s fair, but reality doesn’t give a damn.

Some users might have stuck around had Musk used his Twitter account solely for business pronouncements, but that wouldn’t be any fun now would it? He’s always enjoyed trolling his most vocal critics on Twitter, but it hits different when he’s the owner of said platform used by millions of cultural elites the world over.

Earlier this year, it appeared that Musk had comped Twitter Verified blue checkmarks to prominent public figures like Stephen King, some of whom had repeatedly criticized him. This led to the absurd and prolonged spectacle of dozens of famous people asserting over and over that they had absolutely not paid the meager sum of $8 a month for the scarlet, err, baby blue checkmark that now adorned their profiles, not to be confused with the blue checkmark that formerly appeared in the same spot that they hadn’t paid for. This made the blue checkmark a sort of Veblen good; more people seemed to want one when you couldn’t buy one, when it was literally priceless.The price is an odd one. $8 a month is not expensive enough to be a wealth signal, but it’s enough to feel like an insult to users who feel like they subsidized the popularity of Twitter over the years with their pro bono wit. I believe it was Groucho Marx who once said something to the effect of not wanting to belong to any club that would accept him as a member for the tidy sum of $8 a month.

This culminated in one weekend when Musk engaged in a protracted back and forth with Twitter celebrity shitposter Dril, pinning a Twitter Blue badge on his profile over and over only to have Dril remove it by changing his profile description. This went on for hours, and some of us followed along, like kids on the playground watching a schoolboy chase a girl holding a frog. This was bad juju and everyone knew it.


I’ll miss old Twitter. Even now, in its diminished state, there isn’t any real substitute for the experience of Twitter at its peak. Compared to its larger peers in the social media space, Twitter always reminded me of Philip Seymour Hoffman’s late-night speech as Lester Bangs in Almost Famous, delivered over the phone to the Cameron Crowe stand-in William Miller, warning him about having gotten seduced by Stillwater, the band Miller was profiling for The Rolling Stone:

Oh man, you made friends with them. See, friendship is the booze they feed you. They want you to get drunk on feeling like you belong. Because they make you feel cool, and hey, I met you. You are not cool. We are uncool. Women will always be a problem for guys like us, most of the great art in the world is about that very problem. Good-looking people they got no spine, their art never lasts. They get the girls but we’re smarter. Great art is about guilt and longing. Love disguised as sex and sex disguised as love. Let’s face it, you got a big head start. I’m always home, I’m uncool.

The only true currency in this bankrupt world is what you share with someone else when you’re uncool. My advice to you: I know you think these guys are your friends. You want to be a true friend to them? Be honest and unmerciful.

In the world of Almost Famous, Instagram would be the social network for the Stillwaters, the Russell Hammonds, the Penny Lanes. Beautiful people, cool people. Twitter was for the uncool, the geeks, the wonks, the wits, the misfits. Twitter was honest and unmerciful, sometimes cruelly so, but at its best it felt like a true friend.

It was striking how many of Elon’s early tweets about Twitter’s issues seemed to pin Twitter’s underperformance on engineering problems. Response times, things of that nature. But Twitter’s appeal was never a pure feat of engineering, nor were its problems solely the fault of engineering malpractice. They were human in nature. Twitter isn’t, as many have noted, rocket science, making it a particularly tricky domain for a CEO of, among other things, a rocket company. Ironically, Norbert Wiener, often credited as the father of cybernetics, a field which has lots of relevance to analyzing social networks, worked on anti-aircraft weapons during World War II. So if you really want to nitpick, your vast conspiracy board might somehow connect running a social network to rocket science. You can test unmanned rockets, and if they blow up on take-off or re-entry, you’ve learned something, no harm done. But running the same test on a social media service is like testing rockets with your users as passengers. Crash a rocket and those users aren’t going to be around for the next test flight.

It’s not clear there will ever be a Twitter replacement. If there is one, it won’t be the same. It may look the same, but it will be something else. The internet is different now, and the conditions that allowed Twitter to emerge in the first place no longer exist. The Twitter diaspora has scattered to all sorts of subscale clones or alternatives, with no signs of agreeing on where to settle. As noted social analyst Taylor Swift said, “We are never ever getting back together.”

For this reason, Twitter won’t ever fully vanish unless management pulls the plug. None of the contenders to replace Twitter has come close to replicating its vibe of professional and amateur intellectuals and jesters engaged in verbal jousting in a public global tavern, even as most have lifted its interface almost verbatim. Social networks aren’t just the interface, or the algorithm, they’re also about the people in them. When I wrote “The Network’s the Thing” I meant it; the graph is inextricable from the identity of a social media service. Change the inputs of such a system and you change the system itself.

Thus Twitter will drift along, some portion of its remaining users hanging out of misguided hope, others bending the knee to the whims of the new algorithm.

But peak Twitter? That’s an artifact of history now. That golden era of Twitter will always be this collective hallucination we look back on with increasing nostalgia, like alumni of some cult. With the benefit of time, we’ll appreciate how unique it was while forgetting its most toxic dynamics. Twitter was the closest we’ve come to bottling oral culture in written form.

Media theorist Harold Innis distinguished between time-biased and space-biased media:

The concepts of time and space reflect the significance of media to civilization. Media that emphasize time are those durable in character such as parchment, clay and stone. The heavy materials are suited to the development of architecture and sculpture. Media that emphasize space are apt to be less durable and light in character such as papyrus and paper. The latter are suited to wide areas in administration and trade. The conquest of Egypt by Rome gave access to supplies of papyrus, which became the basis of a large administrative empire. Materials that emphasize time favour decentralization and hierarchical types of institutions, while those that emphasize space favour centralization and systems of government less hierarchical in character.

Twitter always intrigued me because it has elements of both. It always felt like it compressed space—the timeline felt like a single lunch room hosting a series of conversations we were all participating in or eavesdropping on—and time—every tweet seemed to be uttered to us in the moment, and so much of it was about things occurring in the world at that moment (one of the challenges of machine learning applied to news and Tweets both is how much of it has such a short half-life versus the more evergreen nature of TikToks, YouTube videos, movies, and music. A lot of Twitter was textual, but the character limit and the ease of replying lent much of it an oral texture. It felt like a live, singular conversation.

When reviewing a draft of this piece, my friend Tianyu wrote the following comment, which I’ll just cite verbatim, it’s so good:

Twitter feels like a perfect example of what James W. Carey calls the "ritual view of communication" (see Communication as Culture). Its virality doesn't come from transmission alone, but rather the quasi-religiosity of it; scrolling Twitter while sitting on the toilet is like attending a mass every Sunday morning. Like religions, Twitter formulates participatory rituals that come with a public culture of commonality and communitarianism. These rituals are then taken for granted—they become how people on the internet consume information and interact with one another by default.

Religious rituals rise and fall. Today all major religions have, at some point, become a global mimesis through missionary work, political power, and imperial expansions. Musk's regime is basically saying, 'oh well, Christianity isn't expanding fast enough. What we need to do is to rewrite the Bible and abolish the clergy. That'll do the work.'

Carey often notes that communication shares the same roots as words like common, community, and communion. Combine the ritualistic nature of Twitter with its sense of compressing space and time and you understand why its experience was such a convincing illusion of a single global conversation. I suspect Carey would argue that the simulacrum of such a conversation effectively created and maintained a community.

Even the vocabulary used to describe Twitter reinforced its ritualistic nature. Who would be today’s main character, we’d ask, as if that day’s Twitter drama was a single narrative we were all reading. We’d go to see the list of Trending Topics for the day as if looking to see who was being tarred and feathered in the Twitter town square that day. There was always a mob to join if you wanted to cast a stone, or a meme template of the day to borrow.

Friends would forward me tweets, and at some point I stopped replying “Oh yeah I saw that one already” because we had all seen all of them already. Twitter was small, but more importantly, it felt small. Users often write about how Twitter felt worse once they exceeded some number of followers, and while there are obvious structural reasons why mass distribution can be unpleasant, one underrated drawback of a mass following was the loss of that sense of speaking to a group of people you mostly knew, if not personally, then through their tweets.

In a way, Twitter’s core problem is so different than that of something like TikTok, which, as I noted earlier, is a challenge of creating a local maximum for each user. Twitter at its best felt, like Tianyu described it to me, a global optimum. In reality, it’s never so binary. Even in a world of deep personalization, we want shared entertainment and grand myths, and vice versa. TikTok has its globally popular trends and Twitter its micro-communities. But a TikTok-like algorithm was always going to be particularly susceptible to ruining the cozy, communal feel of a scaled niche like Twitter.

I’ve met more friends in the internet era through Twitter than any other social media app. Some of my closest friends today first entered my life by sliding into my DM’s, and it saddens me to see the place emptying out.

All of this past year, as a slow but steady flow of Twitter’s more interesting users has made their way to the exits, unwilling to fight to be heard anymore, or just stopped tweeting, I’ve still opened the app daily out of habit, and to research for pieces like this. But the vibes are all off. I haven’t churned yet, but at the very least, I’ve asked the bartender to close out my tab.

If Twitter’s journey epitomizes the sentimental truism that the real treasure was the friends we made along the way, then the story of its demise will begin the moment we could no longer find those friends on that darkened timeline.


ACKNOWLEDGMENTS: Thanks to my friends Li and Tianyu for reading drafts of this piece at various stages and offering such rapid feedback. Considering the length of my pieces, that's no small thing. Their encouragement and useful notes and questions helped me refine and clarify my thinking. Also, if it wasn’t for Twitter, I probably wouldn’t know either of them today.

Inspiration for the title of this post comes from this which is based on this.

As my own Twitter usage fades, I plan to ramp back up writing on my website. If you're interested in keeping up, follow my Substack which I plan to spin back up to keep folks updated on my latest writing and where I’ll drop, among other things, a follow-up to this piece with my thoughts on Threads.

And You Will Know Us by the Company We Keep

It feels as if we're at the tail end of the first era of social media in the West. Looking back at the companies that have survived, certain application architectural choices are ubiquitous. By now, we're all familiar with the infinite vertical scrolling feed of content units, the likes, the follows, the comments, the profile photos and usernames, all those signature design tropes of this Palaeozoic era of social.

But just as there are reasons why these design patterns won out, we shouldn't let survivor bias blind us to their inherent tradeoffs. The next wave of social startups should learn from the weaknesses of some of these choices of our current social incumbentsIt's easy to point out where our incumbent social networks went wrong. Of course, to be where they are today, they had to do a hell of a lot right, too. A lot of mistakes are understandable in hindsight given that online networks of this scale hadn't been built in history before. Still, it's easier to learn from where they went wrong if we're to head towards greener pastures.. It's never smart to tackle powerful incumbents head on anyway. The converged surface area in the design of all these apps suggest oblique vectors of attack.

While many of these flaws have already been pointed out and discussed in various places, one critical design mistake keeps rearing its head in many of the social media Testflights sent my way. I've mentioned it in various passing conversations online before. I refer to this as the problem of graph design:

When designing an app that shapes its user experience off of a social graph, how do you ensure the user ends up with the optimal graph to get the most value out of your product/service?


The fundamental attribution error has always been one of my cautionary mental models. The social media version of this is over-attributing how people behave on a social app to their innate nature and under-attributing it to the social context the app places them in. Perhaps the single most important contextual influence in social media is one's social graph. Who they follow and who follows them.

Just as some sharks that stop moving dieSome sharks rely on ram ventilation must swim in order to push water over their gills to breathe. But many shark species do not. Maybe we should refer to social apps that rely on a graph to work as "graph ventilated.", most Western social media apps must build a graph or die. This is because most of the most well-known Western social apps chose to interlace two things: the social graph and the content feed. That is, the most social media apps serve up an infinite vertical scrolling feed populated by content posted by the accounts the user follows. In my essay series on TikTok (in order, they are TikTok and the Sorting Hat, Seeing Like an Algorithm, and American Idle), I refer to this as approximating an interest graph using a social graph.

You can see this time-tested design, for example, in Facebook, Twitter, and Instagram. It is particularly suited to mobile phones, which dominate internet usage today, and which offer a vertical viewport when held in portrait orientation, as they most often are.

We'll return, in a second, to whether this choice makes sense. For now, just note that this architecture behooves these apps to prioritize scaling of the social graph. It's imperative to get users to follow people from the jump. Otherwise, by definition, their feeds will be empty.

This is the classic social media chicken-and-egg cold start problem. Every Silicon Valley PM has likely heard the stories about how Twitter and Facebook's critical keystone metrics were similar: get a user to follow some minimum number of accounts. Achieve that and those users turn into WAUs, or even better, DAUs. Users failing to follow enough accounts were the most likely to churn. Many legendary growth teams built their entire reputations inducing tens or hundreds of millions users to follow as many other users as possible.

But, again, this obligation derives entirely from the choice to build the feed directly off of the social graph. In TikTok and the Sorting Hat, I wrote:

But what if there was a way to build an interest graph for you without you having to follow anyone? What if you could skip the long and painstaking intermediate step of assembling a social graph and just jump directly to the interest graph? And what if that could be done really quickly and cheaply at scale, across millions of users? And what if the algorithm that pulled this off could also adjust to your evolving tastes in near real-time, without you having to actively tune it?


The problem with approximating an interest graph with a social graph is that social graphs have negative network effects that kick in at scale. Take a social network like Twitter: the one-way follow graph structure is well-suited to interest graph construction, but the problem is that you’re rarely interested in everything from any single person you follow. You may enjoy Gruber’s thoughts on Apple but not his Yankees tweets. Or my tweets on tech but not on film. And so on. You can try to use Twitter Lists, or mute or block certain people or topics, but it’s all a big hassle that few have the energy or will to tackle.


Almost all feeds end up vying with each other in the zero sum attention landscape, and as such, they all end up getting pulled into competing on the same axis of interest or entertainment. Head of Instagram Adam Mosseri recently announced a series of priorities for the app in the coming year, one of them being an increased focus on video. “People are looking to Instagram to be entertained, there’s stiff competition and there’s more to do,” Mosseri said. “We have to embrace that, and that means change.”

In my post Status as a Service, I noted that social networks tend to compete on three axes: social capital, entertainment, and utility. Focusing just on entertainment, the problem with building a content feed off of a person's social graph is that, to be blunt, we don't always find the people we know to be that entertaining. I love my friends and family. That doesn't mean I want to see them dancing the nae nae. Or vice versaEDITOR'S NOTE: It's not just people who know him. No one wants to see Eugene dance the nae nae.. Who we follow has a disproportionate effect on the relevance and quality of what we see on much of Western social media because the apps were designed that way.

At the same time, who follows us may be just as consequential. We tend to neglect that in our discussions of social experiences, perhaps because it's a decision over which users have even less control than who they choose to follow. Yet it shouldn't come as a surprise that what we are willing to post on social media depends a lot on who we believe might see it. Our followers are our implied audience.

To take the most famous example, the root of Facebook's churn issues began when their graph burgeoned to encompass everyone in one's life. As noted above, just because we are friends with someone doesn't mean we want to see everything they post about in our News Feed. In the other direction, having many more people from all spheres of our lives follow us created a massive context collapse. It wasn't just that everyone and their mother had joined Facebook, it was specifically that everyone's mother had joined Facebook.There's some generalizable form of Groucho's Marx quip about not refusing to join any club that would have him as a member. Namely, that most people don't want to belong to a club where they're the highest status member. Because, by definition, the median status of a member of the club is lowering their own. That's not to say it can't be a stable configuration. Networks based more around utility, like WeChat, aren't driven as much by status dynamics. Not surprisingly, they are less focused on a singular feed.

It's difficult, when you're starting out on a social network, to imagine that having more followers could be a bad thing. Yet many Twitter users complain after they surpass 20K, then 50K, then 100K followers or more. Suddenly, a lot of your hot takes attract equally hot pushback. Suddenly, it isn't so fun yeeting your ideas out into the ether. I know. Boo hoo on the smallest violin. But regardless of whether you think this is a first world problem, it's indicative of how phase shifts in the experience of social media are difficult to detect until long after they've occurred.

To put it even stronger, graph design problems are particularly dangerous to social companies because they fall into that class of mistakes that are difficult to reverse. Jeff Bezos wrote, in his 1997 Amazon letters to shareholders, about two types of decisions.

Some decisions are consequential and irreversible or nearly irreversible – one-way doors – and these decisions must be made methodically, carefully, slowly, with great deliberation and consultation. If you walk through and don’t like what you see on the other side, you can’t get back to where you were before. We can call these Type 1 decisions. But most decisions aren’t like that – they are changeable, reversible – they’re two-way doors. If you’ve made a suboptimal Type 2 decision, you don’t have to live with the consequences for that long. You can reopen the door and go back through. Type 2 decisions can and should be made quickly by high judgment individuals or small groups.


Graph design problems are one-way mistakes in large part because users make them so. Most social media users don't unfollow people after following them. Much of this comes down to social conformity. It's awkward and uncomfortable to do so, especially if you'll run into them. Anytime I unfollow someone I might run into, I imagine them cornering me like Larry David at the water cooler, eyebrows raised, with that signature tone of voice he mastered on Curb Your Enthusiasm, an equal mix of indignation at being slighted and glee at having caught you in an act of hypocrisy. "So, Eugene, I notice you unfollowed me. Pret-tay, pret-tay interesting."

If people tend to add to their social graphs more than they prune them, the social graph you help your users design should be treated as a one-way decision. And as Bezos noted, one-way decisions should be treated with care.Once Twitter started posting tweets to my timeline simply because people I followed had liked them, even if they were tweets from people I didn't follow myself, I started getting very confused. If you're angry I don't follow you, it may be that I think I already follow you.

Many social apps, because of how they're configured, undergo phase shifts as the graph scales. The user experience at the start, when you have few friends and followers, changes as those figures rise. At first, it's more lively with more people. Now the party's getting started. But beyond some scale, negative network effects creep in. And if you don't change how you handle it, before you know it, you find yourself pronouncing that you're taking a break from social media for your mental health.

Not only do users not notice it happening, like the proverbial slow boiling frog, the people operating the apps may be oblivious to the phase shifts until it's too late. Social graphs are path dependent.

A classic example, though I don't know if this still persists, is how Pinterest skewed heavily towards female users at launch, losing lots of potential male users in the process. This was a function of building their feed off of each user's social graph. Men would see a flood of pins from the females in their network as women were some of the strongest earlier adopters of pinning. This created a reflexive loop in which Pinterest was perceived as a female-centric social app, which chased off some male users, thus becoming self-fulfilling stereotype. An alternate content selection heuristic for the feed could have corrected for this skew.

But again, this is a problem unique to Western social media design. In conflating the social graph and the interest graph, we've introduced a content matching problem that needn't exist. I don't get upset that my friends don't follow me on TikTok or Reddit or what I think of as purer interest and/or entertainment networks. It's very clear in those products that each person should follow their own interests.

The way China has built out its social infrastructure is, in at least this respect, more logical. WeChat owns the dominant social graph, and it acts as an underlying social infrastructure to the rest of the Chinese internetThough not always a reliable one. If you're a WeChat competitor in any category, they may block links to your apps, as they've done with Douyin and Taobao in the past. This is always the danger of a private company owning the dominant social graph, and where regulators need to step in.. Rather than duplicate the social graph of everyone, which WeChat owns, other apps can focus on what they do best, which might or might not require an alternate graph.

Western social apps also rely much more heavily on advertising revenue. The lifeblood of their income statement is traffic to the feed. This means feed relevance is paramount. Anywhere one's social graph drifts from one's interests, boring content invades the feed. The signal to noise ratio shifts the wrong direction. Instead of pruning and tuning their social graphs to fix their feeds, most users do the next easiest thing: they churn.

As a product manager or designer on social app, you might object. The user chooses who to follow, and other users choose to follow them. It's out of your control. But this ignores all the ways in which apps put their hands on the scale to nudge each user towards a specific type of graph.

Take initial user sign-up flows. Every week, I seem to encounter this modal dialog on a new social app Testflight:

ios-contact-access-permission.png

What I look for is where this request appears and how the app frames it. Most times, users are asked to grant access to their contact book and to follow any matching users (or even worse, to spam their contact list with invites) before they have any idea of what the app is even about. In pushing people to duplicate their contact book, these apps are explicitly choosing to build off of people's real-world social graphs.

It's not surprising that social apps prioritize this permission as a critical one in the sign-up flow. The iOS contact book is now the only "open-source" social graph that a new app can work from to jumpstart their own. In The Network's the Thing, I argued that the network itself provides the lion's share of the value for a social network, that arguments about what types of content to allow in feeds, how those were formatted, were of much less importance. For a brief window, massive social graphs like Facebook or Twitter allowed third-party apps to tap into those graphs, even to duplicate them wholesale.

Instagram famously got a nice head start on building out their own social graph by siphoning off of Twitter's. It didn't take long for those companies to realize that they were arming their future competition. They clamped down on graph access hard. You can still offer Facebook or Twitter auth as an option for your app, but if you want a social graph of your own, the mobile contact book is the easiest to tap into nowadays.

Another way apps really influence the shape of their social graph is with suggested follow lists. These often appear in the first-time user walkthrough, interspersed in the feed, and sometimes alongside the feed.

Early Twitter users fortunate enough to be on the first versions of Twitter's suggested follow list today have hundreds of thousands or even millions of followers because they were paraded in front of every new user.

It was a massive social capital subsidy, but I find a lot of selections on that list puzzling. A few years ago, a friend set up a Twitter account for the first time and showed me the list of accounts Twitter suggested to them during sign up. It included Donald Trump. Which, regardless of your political leanings, is a dubious choice. Let's just shove every new user in the direction of politics Twitter (I'd be skeptical of a suggestion of Biden, too), one of the worst Twitters there is. Cool, cool.

For some people, like those who frequent fight clubs on weekends, politics Twitter might be the perfect dopamine fix, but when a user is signing up for the first time and Twitter knows nothing about them, that's a bizarre gamble to take.

For years, people marveled at Facebook's Suggested Friends widget. Wow, how did they know that I knew that person, yes, of course I'll friend them. And yet, as noted earlier, that may have been a graph design mistake given the way the News Feed was being constructed.

In the other direction, it's also important to help a users acquire the right types of followers. Cults are held together by a bi-directional influence. Cult leaders use their charisma to grow a following, then those followers shape the cult leader in return. It's a symbiotic feedback loop, not always a healthy one.

Besides being one-way mistakes, graph design errors are also pernicious because the tend to manifest only after an app has achieved some level of product-market fit. By that point, not only is it difficult to undo the social graph that has crystallized, to do so would violate the expectations of the users who've embraced the app as it is. It's a double bind, you're damned if you do and damned if you don't. Apps that achieve some level of product-market fit, even if it's a local maximum, require real courage to revert.

This doesn't stop social apps from trying to fix the problem. Reduced traffic to the feed is existential for many social apps. Instead of fixing the root problem of the graph design, however, most apps opt instead to patch the problem. The most popular method is to switch to an algorithmic, rather than chronological, feed. The algorithm is tasked with filtering the content from the accounts you've chosen to follow. It tries to restore signal over noise. To determine what to keep and what to toss, feed algorithms look at a variety of signals, but at a basic level they are all trying to guess what will engage you.

Still, this is a band-aid on an upstream error. Look at Facebook oscillating every few years between news content and more personal content from people you know. Until they acknowledge that the root problem lies in sourcing stories for News Feed from their monolithic social graph, they'll never truly solve their churn. And yet, to walk away from this fundamental architecture of their News Feed would be the boldest decision they've made in their long historyIronically, shifting to the News Feed itself was perhaps their previous boldest decision.. Not just because almost all their revenue comes from News Feed as it works now, but also since assembling a monolithic graph might be their strongest architectural defense against government antitrust action.

Twitter, unlike Facebook with its predominant two-way friending, is built on a graph assembled from one-way follows. In theory, this should reduce its exposure to graph design problems. However, it suffers from the same flaw that any interest graph has when built on a social graph. You may be interested in some of a person's interests but not their others. Twitter favors pure play Twitter accounts that focus on one niche. But most people don't opt to operate multiple Twitter accounts to cleanly separate the topics they like to tweet about.

One of my favorite heuristics for spotting flaws in a system is to look at those trying to break it. Advanced social media users have long tried to hack their away around graph design problems. Users who create finsta's or alt Twitter accounts are doing so, in part, to create alternative graphs more suited to particular purposes. One can imagine alternative social architectures that wouldn't require users to create multiple accounts to implement these tactics. But in this world where each social media account can only be associated with one identity, users are locked into a single graph per account.

One clever way an app might help solve the graph design problem is by removing the burden of unfollowing accounts that no longer interest users. Just as our social graphs change throughout our lives, so could our online social graphs. Our set of friends in kindergarten tend not to be the same friends we have in grade school, high school, college, and beyond.

A higher fidelity social product would automatically nip and tuck our social graphs over time as they observed our interaction patterns. Imagine Twitter or Instagram just silently unfollowing accounts you haven't engaged with in a while, accounts that have gone dormant, and so on. Twitter and Facebook offer methods like muting to reduce what we see from people without unfriending or unfollowing, but it's a lot of work, and frankly I feel like a coward using any of those.

Messaging apps, by virtue of focusing on direct communication between two people or among groups, naturally achieve this by pushing the threads with the latest messages to the top of their application windows. People who fall out of our lives just fall off the bottom of the screen. LIFO has always been a reasonably effective general purpose relevance heuristic.

Another possible solution to the graph design problem is to decouple a users content feed from their social graph. In my three pieces on TikTok, I wrote about how that app's architecture is fundamentally different from that of most Western social media. TikTok doesn't need you to follow any accounts to construct a relevant feed for you. Instead, it does two things.

First, it tries to understand what interests you by observing how you react to everything it shows you. It tries to learn your taste, and it does a damn good job of it. TikTok is an interest graph built as an interest graph.

Secondly, TikTok runs every candidate video through a two-stage screening process. First, it runs videos through one of the most terrifying, vicious quality filters known to man: a panel of a few hundred largely Gen Z users.Okay, yes, that's not quite right. Anyone can be on this test audience for a video. It just happens, however, that TikTok's user base skews younger, so most of the people on that panel will be Gen Z. Also, it's a known fact that a pack of Gen Z users muttering "OK Boomer" is the most terrifying pack hunter in the animal kingdom after hyenas and murder hornets. If those test viewers don't show any interest, the video is yeeted into the dustbin of TikTok, never to be seen again except if someone seeks it out directly on someone's profile.

Secondly, it then uses its algorithm to decide whether that video would interest each user based on their taste profile. Even if you don't follow the creator of a video, if TikTok's algorithm thinks you'll enjoy it, you'll see it in your For You Page.

Recently, Instagram announced it would start showing its users posts from accounts they don't follow. In many ways, this is as close to a concession as we'll see from Instagram to the superiority of TikTok's architecture for pure entertainment.

Some apps use some sort of topic or content picker. Tell us what music or film genres you like. What news topics interest you. Then they try to use machine learning and signals from their entire user base to serve you a relevant feed.

The effectiveness of this approach varies widely. Why does a playlist generated off a single song on Spotify work so well and yet its podcast recommendations feel generic? Why, after spending years and millions of dollars on research, including the fabled Netflix prize, do Netflix's recommendations still feel generic, and why doesn't it really matter? Why are book recommendations on Amazon solid while article recommendations on news sites feel random? It would take an entire separate piece just to dig into why some content recommendations work so much better than others, so complex is the topic.

In this piece focused on graph design, what matters is that things like content pickers explicitly veer away from the social graph. Twitter allowing you to follow topics in addition to accounts can be seen as one attempt to move a half step towards being a pure interest graph.

It's not that apps can't be more fun when social, or that people don't share some overlapping interests with people they know. We all care both our interests and the people in our lives. When they overlap, even better. It's just that after more than a decade of living with our current social apps, we have ample case studies illustrating the downsides of assuming they are perfectly correlated.

A secondary consideration is what type of interaction an application is building towards in the long run. Is is about one-to-one interactions or broadcasting to large audiences? What percentage of your users do you want creating as opposed to just consuming? Is your app best served by a graph of people who know each other in real life or by a graph that connects strangers who share common interests? Or some mix of both? Is your app for people from the same company or organization? Will the interactions cut across cultures and national borders, or is it best if various geographies are segregated into their own graphs?

The next generation of social product teams can and should be more proactive about thinking through what type of social graph will offer the best user experience in the long run.

I'm not certain, but it doesn't feel, based on the histories I've heard, that many social networks built their graphs with a particular design in mind. This makes graph design an exercise with more open questions than answers. In some ways, Facebook being built for just Harvard students in the beginning may have imposed some helpful graph design constraints by chance.

Unlike some types of design, graph design doesn't lend itself easily to prototyping. Social networks are at least in part complex adaptive systems, making it difficult to prototype what types of interactions will occur if and when the graph achieves scale.

But whereas traditional complex adaptive systems are so complex that predictions are futile, social networks are different in two ways. One is that human nature is consistent. The second is that we have numerous super scaled social networks to study. They're massive real world test cases for what happens when you make certain choices in graph design.

They also exist in multiple markets around the world. This makes it possible to study distinct path dependencies, especially when comparing across cultures and market conditions as unique as China versus the U.S. Despite all the variations in context, issues like trolling seem universal, suggesting that some potent underlying mechanisms are at work.

Once you tug on the threads surrounding graph design, you can burrow deep down many rabbit holes. If the people connected are going to be complete strangers, how will you establish sufficient trust (e.g. through a reputation system)? If the trunk of the app is a content feed, does that feed have to draw exclusively from stories posted by accounts followed by the user? Does it have to pluck candidates from those accounts at all? Is a feed even the right architecture for healthy interactions among your users?

Whose job is it to consider the problem of graph design? And when? To take one example, growth team strategies should be informed by your graph design. Growth shouldn't be treated as a rogue team whose only job is to extend the graph in every possible direction. They need to know what both good and harmful graph growth looks like so they can craft strategies more aligned with the long term vision.

Recently, TikTok started pushing me to connect more with people I know IRL. I've gotten prompts asking me to follow people I may know, and now when I share videos with people, I often get a notification telling me they've watched the video I've shared. Often these notifications are the only way I know they even have a TikTok account and what their username is.

To date, I've enjoyed TikTok without really following any people I know IRL. Perhaps TikTok is trying to make sharing of its videos endogenous to the app itself. But by this point in my piece, it should be obvious that I consider any changes to the graph of any social product to be moves that should be treated with greater caution. Most people I know don't make any TikToks (I know, I know, this is how you can tell I'm old), so following them won't impact my FYP much. For a younger cohort, where users make TikToks at a much higher rate, following each other may make more sense.

On the other hand, any app with a default public graph structure plays into the innate human impulse to judge. Wait, this person I know follows which accounts on TikTok?! Tsk tsk.

The answer to whether TikTok should push its users to replicate their real world social graphs isn't cut and dried. I bring it up only to illustrate that graph design is a discipline that requires deeper consideration. It could use, as its name implies, some design.


The term "follow" is fitting. Who we follow can become a self-fulfilling prophecy. First you build your graph, then your graph builds you. Plenty of research shows that humans tend to oscillate at the same frequency as the people they spend the most time with. Silicon Valley sage Naval Ravikant popularized the 5 Chimp Theory from zoology, which says you can deduce the mood and behavior of any single chimp by observing by which five chimps they hang out with the most.

The social media version of this is that we can predict how any user will behave on an app by the people they follow, the people who follow them, and the "space" they're forced to interact with those people in, be it a Facebook News Feed or Twitter Timeline or other architecture. We all know people who are the worst versions of themselves on social media. The fundamental attribution error predicts we'll think they're terrible by nature when they may just be responding to their environment and incentives.

Humans aren't chimps, we tend to juggle membership in dozens of different social groups at a time. Reed's Law predicts that the utility of networks scales exponentially because not only can each person in a network connect with every other node, but the number of possible subgroups is 2^N-N-1 where N is the number of people in that network.

But whether a social app allows such subgroups to form easily is a design problem. Monolithic feeds tend to force people into larger subgroups than is optimal for healthy interaction. While every user sees a different Twitter Timeline or Facebook News Feed, the illusion is still of a large public commons. Because anyone might see something you post, you should operate as if everyone will.

Messaging apps, in contrast, tend to allow users themselves to form the subgroups most relevant to them. Facebook Groups is a more flexible architecture than News Feed. Humans contain multitudes, and social apps should flex to their various communication privacy needs.

It's no surprise that many tech companies install Slack and then suddenly find themselves, shortly thereafter, dealing with employee uprisings. When you rewire the communications topology of any group, you alter the dynamic among the members. Slack's public channels act as public squares within companies, exposing more employees to each other's thoughts. This can lead to an employee finding others who share what they thought were minority opinions, like reservations about specific company policies. We're only now seeing how many companies operated in relative peace in the past in large part because of the privacy inherent in e-mail as a communications technology.

In many ways, graph design was always bound to be more important in Western social media now, in the year 2021, than in the early days of social media. In the early days of the internet, the public social graph was sparse to non-existent. For the most part, our graphs were limited to the email addresses we knew and the occasional username of someone in our favorite news groups. It's hard to explain to a generation that grew up with the internet what a secret thrill every new connection online was in the early days of the internet. How hard it was to track down someone online if all you knew was their name.

Today, we have more than enough ways to connect to just about anybody in the world. Adding someone to my address book feels almost unnecessary when I can likely reach any person with a smartphone and internet access any of a dozen ways.

In a world where finding someone online is a commodityOne sign that it is a commodity is that messaging apps, while massive, are for the most part lousy businesses that generate little in revenue. That's the financial profile you'd expect of a commodity business., the niftier trick is connecting to the right people in the right context. I have over a dozen messaging apps installed on my phone, they all look roughly the same. While I've discussed graph design largely defensively here—how to avoid mistakes in graph design—the positive view is to use graph design offensively. How do you craft a unique graph whose very structure encodes valuable, and more importantly, unique intelligence?

LinkedIn may be the social app Silicon Valley product people like to grouse about the most, but while many of the complaints are valid, its sizable market cap is testament to the value of its graph. It turns out if you map out the professional graph, not just today but also across long temporal and organizational dimensions, recruiters will pay a lot of money to traverse it.

For all the debate over whether our current social networks are good for society, I prefer to focus on the potential we've yet to realize. We have the miracle of Wikipedia, yes, but aren't there more types of mass scale collaboration to be enabled?

Every other week or so, I am introduced to someone amazing, or an account I've never heard of before that blows me away. That social networks themselves aren't facilitating these introductions leaves me less sad than hopeful. In a decade, today's social graphs will look like blunt instruments, so primitive were their configurations.

We'll also look back over that decade, see how many more amazing people we finally met at the right time and the right context, and realize that indeed, the real treasure was the friends we made along the way.

American Idle

I promised one final piece on TikTok, focused primarily on the network effects of creativity. And this is that, in part. But it discusses a bunch of other topics, some only tangentially related to TikTok.

All the points I wanted to cover seem hyperlinked in a sprawling loose tangle. This could easily have been several standalone posts. I've been stuck on how to structure it.

Some people find my posts too long. I’m sympathetic to the modern plague of shortened attention spans, but I also don’t want lazy readers. At the same time, this piece felt like it was missing a through line that would help pull a reader through.

And then I had a minor epiphany, or perhaps it was a moment of delusion. Either way, it provided an organizing conceit: I decided to write this piece in the style of the TikTok FYP feed. That is, a series of short bits, laid out vertically in a long scrolling feed.

This piece is long, but if you get bored in any one section, you can just scroll on the next one; they're separated by horizontal rules for easy visual scanning. You can also read them out of order. There are lots of cross-references, though, so if you skip some of the segments, others may not make complete sense. However, it’s ultimately not a big deal.

If I had more time, I might have built this essay as a series of full-screen cards that you could swipe from one to the next. Or perhaps tap from one to the next, like Robin Sloan’s tap essay (I wish there a way to export this piece into a form like that, if someone built that already let me know). And if I were even more ambitious, I would've used some Anki-like spaced repetition algorithm to randomize the order in which the following text chunks are presented to you, shuffling it each time a reader jumped in.The most meta way for me to ship this essay would have been as a series of TikTok videos. It would have been the Snowfall of TikTok essays. That would have also taken a year of my life (which, being locked inside because of a pandemic might be the time to attempt something like that?). Also, I am camera shy.

But as it is, this is what you get.


By network effects of creativity, I mean that every additional user on TikTok makes every other user more creative.

This exists in a weak form on every social network and on the internet at large. The connected age means we are exposed to so much from so many more people than at any point in human history. That can't help but compound creativity.

Various memes and trends pass around on networks like Instagram and Twitter. But there, you still have to create your own version of a meme from scratch, even if, on Twitter, it's as simple as copying and pasting.

But TikTok has a strong form of this type of network effect. They explicitly lower the barrier to the literal remixing of everyone else's content. In their app, they have a wealth of features that make it dead simple to grab any element from another TikTok and incorporate it into a new TikTok.


The barrier to entry in editing video is really high as anyone who has used a non-linear editor like Premiere or compositing software like After Effects can attest. TikTok abstracted a lot of formerly complex video editing processes into effects and filters that even an amateur can use.

Instagram launched one-click photo filters (after Hipstamatic, of course, though Hipstamatic lacked the feed which is like the spine of modern social apps), and later Instagram added additional features for editing Stories, and even some separate apps like Boomerang that were later re-incorporated back into Instagram as features.

Snapchat has a gazillion video filters, too, though many are what I think of as simple facial cosmetic FX.

YouTube has launched almost no creator tools of note ever. WTF.

TikTok launches seemingly a new video effect or filter every week. I regularly log in and see creators using some filter I've never heard of, and some of them are just flat out bonkers. What creators can accomplish with some of these filters I can't even fathom how I'd replicate in something like the Adobe Creative Suite.

Kili So Silly (@kili.so.silly) has created a short video on TikTok with music original sound. | #stitch with @xxelacxx #TimeWarpScan #fyp #foryou

JeremyLynch (@jeremylynch) has created a short video on TikTok with music Despicable Me (From "Despicable Me"). | This freaks me out watching it back 😅 #timewarp #timewarpchallenge

TikTok’s Warp Scan filter is a bizarre concept for a filter in and of itself, but the myriad of ways TikTok users put it to use just shows what happens when you throw random tools to the masses and allow for emergent creativity. It only takes a handful of innovators to unleash a meme tsunami.


A longstanding economics debate is why we haven't seen the effects of the internet in our productivity figures. I won't rehash every side of every argument there.

But I know this: to take someone else's video and insert a reaction video of my own playing alongside it on the same screen is not easy in a traditional NLE. I'm not saying it's the moon landing, but it's not trivial.

On TikTok, you can just press the Duet button and start talking into your phone, and soon you have a side-by-side of the original video and your reaction video (you can choose from any number of their preset layouts for reactions). That's an explicit productivity boost; I can measure it in time saved for the same output.

You won't see that show up in GDP per capita figures, but it's real.


Remember 2 Girls, 1 Cup? If you've seen it, how could you not?

What interested me was less the video, which just horrified me, but the reaction videos of people watching it. Because 2 Girls, 1 Cup was a short video, I think it was a minute or two long, you could simply watch the face of someone watching the video and sync every reaction to every horrific beat of the video now forever haunting your memory, even though the original video wasn't visible on screen. The fun of the 2 Girls 1 Cup reaction video, but reaction videos in general, is that shared context.

Until TikTok came along, there wasn't an easy way to do reaction videos to other videos and have them make sense unless the original video had so much distribution that it was common knowledge. Or you could put the reaction video alongside or on top of or beneath the original video, but that required skill in using a non-linear video editor to lay those out and synchronize their timelines.

With TikTok's Duet feature, you can instantly record a side-by-side reaction video to anyone else's video. Duet is the quote tweet of TikTok. Or you don't have to do a reaction video at all. The Duet feature is designed simply to allow you to record a video that will play back alongside another video. It can be used for reaction videos, sure, but also to just provide a running commentary on other videos, and there are entire accounts built around both concepts.

But again, the Duet feature is built at such a low level that you can treat the feature as a primitive to replicate any number of other editing tools.


One such tool is to use the Duet feature as a dynamic matte. Since you know where your video will be placed in relation to the original poster's video, you can build a video mosaic.


Another is to use the Duet feature to, well, literally record duets.

But if you allow Duets to stack, well, eventually, one Wellerman can bring the whole chorus to your yard.

Someone truly ambitious could adjust the playback speed of various levels of Inception from the film Inception and stack them and synchronize them in TikTok using the Duet feature. If I had more time I'd do this myself, but the time has come for some time-rich kid out there to take this on.


Knowing that others can Duet your video means you can post any number of videos as prompts.

For example, you can read one side of the dialogue in a two-hander.

sara (@saraecheagaray) has created a short video on TikTok with music 人生のメリーゴーランド (Jazzical Lounge ver.) [『ハウルの動く城』より]. | #duet with @thechrisbarnett NOW I can say my accent sucks #fyp #foryou #acting


Knowing that TikTok has a Stitch feature, you can also post a question in a video and expect that some number of people will use Stitch an answer to your question and distribute that as a new video.

A popular prompt is "Tell me you're X without telling me you're X" or any number of its variants like "Show me you're X without showing me you're X."

Stitch wasn't necessarily designed to be used in this way, but as a primitive it's well-suited to any number of uses, including making TikTok a sort of video Quora.


Video prompts can come from not only other TikTok videos but commenters.

Some TikTok videos are made in response to requests posted in the comments. The comment is excerpted and published as an on screen text overlay at the beginning of the response video.

This is another of the nested feedback loops within the global feedback loop that is the FYP talent show. Once one example of this went viral, then the entire community adopted this as one of the norms of the community.


The Daily Show with Jon Stewart was a show almost entirely built around the reaction video. Stewart would play some clip of a politician being a hypocrite, or some Fox News anchor spouting their usual performative indignation, and then the camera would cut back to Stewart, his face frozen in some emoji mask of shock: eyes wide, mouth agape.

Social networks, and entertainment networks like TikTok, have completed the work of democratizing reactions. Yes, there's no reason you need to react to everything. But it's human nature. This is the social contract of the social media era. If you dare to shout your opinion or publish your work to the masses, the masses can choose to shout back.

Gossip litigates and fleshes out the boundaries of acceptable behavior within groups. Whereas gossip used to be contained, social networks now give it global distribution. This is one reason of many we've seen in-group and out-group boundaries drawn in bolder weight in this era. For every wide-eyed look of horror by Jon Stewart, you had the furrowed brow of disbelief that is Tucker Carlson's signature look, like someone in his elevator car passed gas.

Now extend that to clapbacks on the internet and you have a world in which back-channel gossip, a useful release valve and distribution channel for information about our peers, has become an open dialogue. The grapevine became the public feed, and every day, kangaroo court is in session.


TikTok's Duet feature belongs in the social media hall of fame of primitives alongside features like Follow and the Like button.

What feature better epitomizes the remix, react culture of the internet? Paul Ford once wrote that "Why Wasn't I Consulted?" is the fundamental question of the web. By then, social networks were well on their way to taking over from the web, and in the process, installing the plumbing by which the masses could finally directly opine to the masses, who could, in return, directly consult back. The "reply guy" is the consultant class of the internet, and mansplaining is its verb.

Yes, there are quote tweets and replies, but the TikTok Duet is the video analog, so simple and elegant in its design that you wonder why YouTube didn't launch it ten years ago, and then you remember that YouTube hasn't launched any creator tools of note since...ever.


What the Duet feature does, as described by how it would be done in a traditional non-linear editing program like Adobe Premiere, is the following:

  1. Copies the original file
  2. Inserts a new video track and a new audio track on top of the originals
  3. Allows you to lay down a new video on those new tracks
  4. Performs a whole series of steps to arrange the videos side-by-side on screen

TikTok abstracts a bunch of steps into a single function.


Yes, yes, some of these features in TikTok came from Musical.ly. But that's just a meta form of the theme of this piece! TikTok sampled from Musical.ly and improved upon it. They remixed a remix app.

But also, isn't this how innovation happens? We stand on the shoulder of giants and all that? Good artists copy, great artists steal?

TikTok enables, for video and audio, the type of combinatorial evolution that Brian Arthur describes as the underlying mechanism of the tech industry's innovation.


How many truly original ideas are there in Silicon Valley? Very few. Most have been tried umpteenth times in the past. Much of finding product-market fit in tech is context and timing. And people always underestimate the market side of product-market fit. When something fails, people tend to blame the product, but we should blame the market more often. The pull of the market is usually as important, if not more so, than the push from a product.

One day, the conditions are finally right, and an idea that has failed ten times before suddenly breaks out. Sometimes it's a tweak in execution, maybe it's an advance in complementary or enabling technology, sometimes it's a cultural shift.

Most of the best ideas in tech first appeared in science fiction books in the 1960s, and many of those are still waiting for their time to come. This is why rejecting companies that are trying something that's been tried before is so dangerous. It's lazy pattern-matching.

I do like Jeff Bezos' principle on when he decides to finally give up on an idea: "When the last smart person in the room gives up on the idea." But it also implies that you should bring some ideas back when a new smart person, or maybe a naive overconfident one, enters the room and champions the idea.


Given we know innovation compounds as more ideas from more people collide, it's stunning how many tech firms, even ones that ostensibly tout the value of openness, have launched services that do a better job of letting their users exchange ideas than any internal tool does for their own employees’ ideas.

How many employees join a firm and then spend a week in orientation learning where to get lunch, how to file expense reports, mundane trivialities like that. How many sessions are led by random trainers who don't even work at the company?

If you think of a company as an organism, and new employees as new brain cells, it's staggering how many join the company and begin from an absolute cold start. It's as if the company has chronic amnesia. What has the company learned from its past, what is its culture? When employees take months or even years to get up to speed at a company, companies should be embarrassed. Instead, it's treated as normal.

The free flow of ideas outside a company shouldn't, or in apps like TikTok, shouldn't exceed the rate at which knowledge flows inside a company, but I see it happen time and again.


The toughest job for any creative is the cold start. The blinking cursor on the blank page in a new document. Granted, writing a tweet, or even shooting an Instagram photo, isn't like composing the great American novel. But we tend to underrate the extent to which new users often churn without having ever posted anything to a social network because we only focus on those who do.

Now imagine trying to make a TikTok from scratch if you're older than, say, 19. The creative bar is high, you don't know how to dance, you're not up on the latest memes or popular music. Even if you're a teen, it's not easy to come up with a 0 to 1 TikTok.

But the beauty of TikTok's FYP algorithm and the Discover page is that you don't have to create a TikTok from scratch. The vast majority of TikToks are riffs on memes and trends that other users originate. It's no shame to be a 1 to n TikToker. Many on the platform achieve their first viral hit riffing on an existing meme.

Charli didn't invent the Renegade dance, Jalaiah Harmon did, but Charli made it famous. A lot of Charli and Addison's most popular TikToks are their interpretation of dances other people choreographed to songs other people composed.The ongoing debate on cultural appropriation seems to have no end in sight, but at least on TikTok there is a chance, with time stamps and some of the literal links the app creates between videos, to trace the origin of memes more easily.


Richard Dawkins introduced the term meme in his classic The Selfish Gene, defining it as a unit of information that spreads via imitation. He noted that memes evolve via natural selection just as in evolution. This memetic evolution happens via the same mechanisms as biological evolution, via variation, mutation, competition, and inheritance.

The internet writ large has always been fertile ground for the accelerated breeding of memes (cue toothless old prospector: "Back in my day sonny boy we had to spread memes via email chain letters"). But the TikTok app is perhaps the most evolved meme ecosystem to date.


Assisted evolution occurs when humans intervene to accelerate the pace of natural evolution.

TikTok is a form of assisted evolution in which humans and machine learning algorithms accelerate memetic evolution. The FYP algorithm is TikTok's version of selection pressure, but it's aided by the feedback of test audiences for new TikToks.

Memes can start from almost anything on TikTok. It can be the lyrics of a song, or just the vibe of a track, or both. A user can post a question or a challenge. In a single session on TikTok, you'll find videos of all types, most being riffs on existing memes (the variation).

Regardless of the provenance, any video, once loaded into TikTok, is subject to the assisted evolutionary forces in the app. Software tools like the Duet or Stitch feature and all of TikTok's other video editing tools assist in mutation and inheritance, and each remix of a source video becomes a source video for others to remix, generating further variation. Meanwhile, the competition on the FYP feed is fierce, and the survivors of that extreme selection pressure are memes of uncommon fitness.


In this assisted evolutionary ecosystem that is TikTok, and with an...umm...assist from the pandemic that kept hundreds of millions of people locked inside scrolling their phones, we've seen a marked contraction in the half-life of memes.

Memes used to dominate TikTok for what felt like weeks, and now it seems the memetic zeitgeist on TikTok shifts every few days, if not nightly. If I don't check back on TikTok every day, I find myself scrambling to catch up to the meta when I finally do open the app.


Of course, people grab TikToks and share them on YouTube or Twitter or as Reels on Instagram, but those apps receive flattened video files and can’t break them into component parts to be remixed the way you can on TikTok. Those other services are fine endpoints for distribution, but the creativity happens on TikTok. Don't get me started on apps like Triller (which feels like a Ponzi scheme).

People will litigate Instagram copying Snapchat's Stories feature until the end of time, but the fact is that format wasn't ever going to be some defensible moat. Ephemerality is a clever new dimension on which to vary social media, but it's easily copiable.

This is why TikTok's network effects of creativity matter. To clone TikTok, you can't just copy any single feature. It's all of that, and not just the features, but how users deploy them and how the resultant videos interact with each other on the FYP feed. It's replicating all the feedback loops that are built into TikTok's ecosystem, all of which are interconnected. Maybe you can copy some of the atoms, but the magic lives at the molecular level.

TikTok has a a series of flywheels that interconnect, and there isn't any single feature you can copy to recreate the ecosystem. Meanwhile, Reels has to try to compete while being one of like a half dozen things jammed into the Instagram app.


Markets in the internet and technology age are conducive to winner-take-all effects thanks to preferential attachment. This means that if you are first to stumble upon some flywheelMany like my friend Kevin use the term loops. I use flywheel merely to indicate I'm referring to positive feedback loops since loops can also be negative feedback. Also, I had to make that damn Amazon flywheel diagram for way too many presentations back in the day, it's mounted on a wall in my brain. in your business, the returns are even greater and accumulate more quickly than they would've in any other era in history.

Building a flywheel, though, often requires connecting a series of features at once. When I advise various companies, big and small, I often run into objections to my recommendations because of the popularity of agile or other incremental development philosophies. We end up at loggerheads on the V of MVP (minimum viable product), V having always been contextually determined.

If a flywheel requires three or four or even more things to connect in your app, it takes more work to ship all of them at once, and that feels like a riskier expenditure of your team's time. But, I'd counter: 1) often, testing a flywheel by definition means you have to build multiple features that work together 2) the returns of achieving a flywheel are often so high as to be worth the risk and 3) if you don't achieve any flywheels you are, as investor updates are so fond of saying, default dead.


Instagram famously has never had its version of resharing (e.g. retweeting). This reduced the velocity of photos and later videos on the service, a sort of brake on spam and misinformation and other possible such downsides.

But after using TikTok, it does feel odd to go through Instagram and not be able to grab anyone's photo to remix. Imagine you could grab someone's photo and apply your own filters, or grab just one element of the photo and use it in your photo.

Once we all live in the metaverse, this type of infinite replication and remixability will be something we take for granted, but even now, we're starting to see an early version of it on TikTok. This type of native remixability feels like it will be table stakes in future creative networks.


Fanfic is one text version of sampling and remixing. It doesn't require much more than your imagination.

It's always been really expensive, in both time and legal costs, to sample and remix film and television. TikTok has, with its short video format and tools, made remixing of premium video easier and safer. In Harry Potter TikTok, and its sub-genus Draco Malfoy TikTok, creators pull from the repository of the Harry Potter film universe as if it were on GitHub and merge themselves into branching storylines in which, well, creators become students at Hogwarts and catch the romantic interests of one Draco Malfoy.


The Discover page acts as the Fed in the central economy of memes on TikTok, while the FYP algorithm is the interest rate on meme distribution.

The Discover Page features hashtags. By the very act of featuring a hashtag, they signal to creators that if they create using that hashtag, they will get the distribution boost of that hashtag being featured on the Discover Page. Which raises the age-old conundrum, which came first, the Discover Page hashtag placement, or the hashtag's trending? The answer is yes. It's circular, an ouroboros of virality.

TikTok also posts the number of collective views on videos with that hashtag, helping creators gauge the potential distribution value of climbing aboard that trend.

TikTok is a mix of a centrally planned economy and a free market, much like many multiplayer video games where the game publisher manages the price and availability of various assets like weapons and armor while the players put them to use in the virtual economy.

The Discover Page is also where TikTok will feature corporate challenges. Yes, it's a paid placement, but the creative output is collective and distributed.


Because the most popular memes get super-distribution via the FYP algorithm, you can assume common knowledge of the meme among your viewers and just cut to the punchline. You don't need a bunch of what would be the video equivalent of exposition upfront. This keeps the majority of videos on TikTok compact, critical to the high cadence of the FYP feed. TikTok feels fast. Almost manic.

It also gives viewers that hit of in-group dopamine when they already know the references in your video.


If you don't understand a TikTok video and its references, you can trace the provenance from within the app in any number of ways. You can follow the hashtags in the caption or tap the sound icon and see all the other videos which have been made in that meme branch. Often that's enough to derive the context.

Or you can just read the comments. You'll find you usually aren't alone, someone will almost always have posted a comment like "In here before the smart people arrive" and then below that will be comments that explain the video to everyone else.


The internet, and the assumption of the internet, allowed for more complex and long linear narratives in television, shows like Lost and Game of Thrones. The assumption of Know Your Meme, or just knowledgeable commenters in the TikTok comments, allows for less expository and more compact, obscure TikToks. TikTok comments are a form of distributed annotation.


This technique of offloading the setup for a joke to the internet allows TikTok's, or even Tweets or Instagram posts to take on a form of what I call compressed narrative.

The old format of a joke, with a setup—A man walks into the doctor's office wearing only underwear made of Saran wrap—and then the punchline—and the doctor said "I can clearly see your nuts."—is dead. The internet killed the "joke."

Instead, the internet is mostly punchline, with the barest of setup, if any. It's on you to know the context. Go Google it.

And if you still don't get it, you weren't meant to.


An example is the "I ain't ever seen two pretty best friends" meme that went around on TikTok for a hot minute and has since just become a base trope of the TikTok creative universe. Videos started taking more and more circuitous routes to end with that punchline, throwing all sorts of sleight of hands before dropping it, out of nowhere, like an M. Night Shyamalan film twist.

If you hadn't heard of the meme or didn't know the reference, these videos would be complete mysteries. Even now, if you don't know what I'm talking about, this section will make no sense. Nor will comments like "We found the two pretty best friends" on various videos.


One of the better pieces I read last year was this on the death of political humor in the age of Trump. My favorite turn of phrase from the piece is that "Irony in politics, meanwhile, has reversed its polarity." David Foster Wallace predicted the death of irony, of cynicism, after an initial boom when the internet was coming of age. The lament of the humorist is that figures like Trump are beyond the reach of irony because they are already satires of themselves.I often lament when I refer to as fortune cookie Twitter, and to combat this, I think Twitter should set up a GPT-3 bot that constantly trains on each account, and the moment most of your followers can no longer distinguish between the GPT-3 spoof of your account and your actual account, you should be forced to vacate your account and allow the GPT-3 bot to replace you. You will have literally become a parody of yourself. Also, if for some reason I ever hacked my way into a famous person's account, my goal would not to be to request BTC or post something offensive. Instead, my goal would be to post a tweet that so resembles their voice that no one, not even the person who owned that account, could tell. They'd just think, wow, that's strange, I don't remember posting that, but it is something I'd post, so ¯_(ツ)_/¯

To me, humor has always depended on creating a gap and then helping your audience to hurdle it. In a traditional joke, the gap is the space between the setup and the punchline. When the audience's mind comprehends the joke, they soar across that gap, and the exhilaration is released as laughter. You don't want to carry them across, you want to do just enough to let them take that last leap themselves.

A comedian like Chris Rock will take something from real life and just point out the hidden social truth beneath it, and your mind gets that dopamine hit of acknowledging a social fiction that you'd otherwise observe without question. Like Moses, comedians part the sea of taboo and let you stroll through, laughing all the way at being able to get away with it.

Pre-cancellation Louis C.K. also lived in this space, exposing something of your nature that you were embarrassed to acknowledge. Either he'd absolve you of your shame by absorbing it all himself in a performance of self-loathing, or he'd just forgive you that fault by making it seem universal. Comedians let you look at yourself from outside yourself, creating a gap between you and your own nature.

Trump killed humor by closing that gap entirely, becoming such a parody of himself that shows like Veep seemed less dark satire than some form of fatuous cosplay even though they came first.

But humor is not so easily killed. You just need new ways to restore the comedic gap. Much of TikTok humor is oblique in form, making references that flatter you if you understand them and puzzle you if you don't. But for the latter, you then must set off on a journey to traverse that gap. And when you've completed that journey, you get the delayed satisfaction of getting the joke but also the pleasure of now being in the in-group.

But more sophisticated creators can also play with that expectation, setting off on what seems like a familiar meme, then subverting audience expectations.


Douyin, the Chinese version of TikTok, from the same parent company Bytedance, provides an interesting contrast in the styles of humor between China and America.

A lot of comedic videos in China use a laugh track sound effect. I can't remember the last time I heard a laugh track in a TikTok.

I want to draw some conclusion here, but I don't feel confident enough. Someone more familiar with the cultural differences in Chinese and American humor might clarify this for me.


Netflix brings international programs to the U.S. TikTok brings some Chinese programming to the States also.

TikToker @funcolle makes a sort of hyper-compressed episodic detective series that is filmed in China and spoken in Mandarin, but it works on U.S. TikTok thanks to onscreen subtitles. The sound she uses is, by now, as memorable to me as the theme song to any number of popular TV series like Game of Thrones.

If you can't solve these really short single TikTok video mysteries, you can turn to the comments section to get help from all the other viewers who've pored over the videos in detail and raced to post the solution.

One measure of a platform's power is the number of things people make with it that you had never been made before. Every week, I find videos on TikTok that I can't imagine having been made on any other app.

Funcolle (@funcolle) has created a short video on TikTok with music original sound. | Anything wrong with this room? Come on, my detectives!#foryou


On TikTok, the comments have become creative terrain in their own right. Somewhere along the line, riffing on someone else's TikTok no longer required you to make a TikTok. Instead, you can just go into the comments and tack on a punchline to the punchline of the video and rack up hundreds of thousands of likes. Writing the most clever comment on a TikTok video has become its own art form.

I can't remember the last time I watched a good TikTok video without then opening up the comments to see what the peanut gallery came up with. Sometimes I read the comments before even finishing the video. TikTok's method of ranking comments almost always surfaces the best and most relevant comments to the top. However you feel about a video, it's uncanny how often one of the top five comments encapsulates it perfectly.

It's difficult in a video to feel the presence of other viewers in a tangible, meaningful way. The Twitch comment bar gives you a visible if somewhat bewildering waterfall of text as evidence of their presence, and the hearts on something like an Instagram Live or the bullet comments on Bilibili videos do the same.

TikTok comments, though, feel ike they extend the canvas of the video. Just as talent shows like The Voice require both contestants and voices to work, more and more it feels as if the TikTok experience is about watching the performers and then listening to the judges (all of us viewers) render their opinions via the comments. There isn't one Simon Cowell on TikTok, but in any comments section of any TikTok video, someone will play that role.

Never read the comments. Unless you're on TikTok, in which case, always read the comments.


Reading the comments on TikTok serves a communal function. It's like hearing the laughter of the crowd at a comedy show.

One of the existential challenges of life is truly connecting with other people's thoughts. Who can ever know that series of emotions and thoughts and dreams we call our consciousness? True human connection seems always out of grasp.

The pandemic exacerbates that sense of isolation. When most of our interactions are with flat faces on video screens, it feels either like we're living in a simulation or some solipsistic nightmare.

Before I check the comments on a TikTok I've just watched, I almost always have a strong reaction to that video. That's why opening the comments and finding that one of the first few comments perfectly encapsulates your reaction, then seeing it already has tens or hundreds of thousands of likes, is so comforting. This confirmation of a shared response creates, asynchronously, a passing score on a form of the Voight-Kampff test. It's a checksum on your humanity.

Many comments have begun using the inclusive second person singular, literally speaking for the rest of the viewers. These comments often begin with "POV:" as in "POV: You're lying bed at 2am scrolling TikTok." It's presumptive, and yet the best TikToks evoke such a consistent multiple-choice checklist of responses that it's rare the times I can think of an original comment that isn't already posted above the fold.


The sense of collective response in TikTok comments and the publicly visible view and like counts have been around long enough that users now assume enough others have encountered enough of the same memes despite everyone's FYP algorithm being tailored to their individual tastes. Many a comment on a viral TikTok will read like "Oh we're back here again."

Though I have said that TikTok isn't a social network—I don't know most people on the app, I don't have to follow anyone to have a good experience—the algorithm does create, through its efficient sorting, a sense of traveling through subcultural neighborhoods as you scroll down one TikTok at a time.

Users have adopted spatial or geographic language to describe this sense of shared viewing spaces. Various subcultures are described by appending -tok or TikTok behind a descriptor. Someone commenting on a particularly high-quality video might say "I've finally gotten Premium TikTok." People share weird niches they're on by saying things like "I'm deep into carpet cleaning tok" or "I don't know how but I've found music theory tok." Sometimes it's just one word, like "Sportstok or Liberaltok." Tok has almost come to be a suffix meaning "neighborhood" or "community," almost like Disney uses -land to describe themed areas in its parks like Frontierland or Tomorrowland.

Of course, we're all just in our FYP feeds, which just scrolls up endlessly, so it isn't an actual space. But we trust the visible view counts as evidence FYP is doing its job getting many of us with the same tastes in front of the same videos, and so this evidence of common knowledge creates a liminal third place that exists [waves hands at the air in front of me] out there.

I’ve tended to think of social networks as being built by people assembling a graph of people bottoms up, but perhaps I’ve been too narrow-minded. TikTok might not qualify by that definition, but it feels social, with FYP as village matchmaker.


There's been a lot written on Warner Media's decision to move some films from theatrical only windows to having a concurrent release on HBO Max. A lot of conclusions were drawn about theatrical's future based on Wonder Woman 84’s Christmas premiere in theaters and on HBO Max day-and-date. A lot of it is the usual knee jerk extrapolation that the internet is famous for, despite confounding circumstances like a pandemic, and despite Wonder Woman 84 being a single data point.

But one thing I'm confident of is that something is lost in not having the audible feedback of a hundred or more humans around you when you watch something, especially from genres that are built to elicit frequent emotional feedback, like comedies and horror films. At some point, perhaps we'll crack the nut on social viewing and how to make it more, umm, social, but for now, pre-VR metaverse, it's a shoddy facsimile of a crowd.

Look, I've streamed my share of concerts during this past year, and I don't miss standing for an hour between sets in a crowded club or bar, nursing a $9 beer in a plastic cup, waiting for my band of choice to get on stage.

And yet, I miss standing in that bar, my shoes sticking to the beer-soaked floor, trying to look at ease in my own skin while gawking at other humans.


In a year where we've been trapped inside for nearly a year now, there's something about the chaotic collectivist media art form that is TikTok that felt most joyful and genuine.

Thumbing through the FYP feed one portrait-oriented rectangle at a time felt like swiping from one bedroom window to the next on a tall skyscraper, peering into one user's bedroom after another (literally, as the bedroom is the most common space in which teens do their creative work). It's like a Chris Ware comic strip, with its architectural design, navigated one window pane at a time.

Because it's full screen, it can feel like my phone screen is literally a rectangular porthole. As if one user after another is hijacking my rear-facing camera and turning it into their rear or front-facing camera.

There's something about media like TikTok or ChatRoulette or Omegle, where so much of what you see is a creator directly addressing the camera, breaking the fourth wall from the start, that is immediately intimate.


One thing I wish TikTok would do is make it easier to trace multi-part videos from creators. Nothing drives me crazier than videos that end with "Stay tuned for Part 2" or "Like for Part 2" and then you spend like ten minutes browsing their profile trying to find the second part.

I understand that it's a sort of view count hack on the part of creators, but some videos do need to be broken up across installments. TikTok needs to add some sort of concept of a pointer or link to make it easier to jump directly to the next installment in a series. Perhaps it could be done via a playlist feature.

For now, the best way to trace linked videos is to visually scan the thumbnails on a person's profile and search for onscreen text reading "Part #" or just click on every video with the same visual grammar, the user in the same outfit in the same room with the same lighting.

(Since I wrote the note above, the app has added a way to highlight, on a creator's profile page, the video you just watched, and since videos are sorted reverse chronologically by creation date on the profile, often part II can be found next to the video you just watched, which is handy).


In another example of the community coming up with creative solutions, commenters on the first in a multi-part video series where the next part has yet to be published will now leave a comment saying that they'll promise to tag people who like their comment once the next installment is posted. In other words, users are serving as Mechanical Turk notification bots.


Another feature I wish TikTok would add is the ability to sort by descending popularity on any grid of videos, like on sound or profile pages. Please.


TikTok's needs to improve its search ranking algorithm. Trying to find popular TikTok's I remembered seeing back in the day was much harder than it should have been using TikTok's native search. A couple that I wanted to use I just couldn't locate, and even Google and YouTube didn't turn them up (a thing you realize after trying to do it more than once is how hard it is to create a comprehensible search query for certain TikTok's).


Network effects are powerful, but there are so many distinct types. It's important to understand exactly what type of network effect you have because they all scale and operate differently.

For example, Dunbar's number is just one form of limit on a very specific type of network effect. But there are dozens and dozens of network effects, all with their distinct quirks. Someone could make a lot of money just making a reference book of the taxonomy of network effect varietals in the world.

TikTok is an extreme experiment in not only making creative network effects endogenous to its app but to the medium of video. Like some video Minecraft, almost everything in the app is a replicable chunk of bits that you can combine into a larger configuration of bits, and the resulting creation becomes, itself, a chunk that anyone can take and splice or mutate or combine however they want.

This is anathema to old media, most of whom have spent hundreds of millions of dollars to lock up their content behind copyright law, DRM, and any number of other mechanisms meant to slow the rate of reproduction and iteration of their work. It has the effect of slowing the evolutionary feedback loops on all of that work.

TikTok's "OODA loop" is collective and distributed, and it spins thousands of times faster than that of big media.


When I first joined the Amazon Web Services team in 2003, it was still a small Jeff Bezos-sponsored project. There were only some 15 people or so on the team at the time under the leadership of now Amazon CEO Andy Jassy.

A book Jeff had us read, one which he said should serve as an inspiration for how we'd design AWS, was Creation: Life and How to Make It by Steve Grand. It's a book about programming artificial life, but the core principle that Jeff wanted us to take from it was the idea that complex things like life forms are built from very simple building blocks or primitives. It's the same thesis as that in Stephen Wolfram's A New Kind of Science.

The key implication for AWS from the book was about how to design the first AWS primitives. Jeff urged us to include only what was necessary and nothing more. If you were designing a storage service, like S3, you'd need functions like get, write, delete, but you wouldn't want to layer in things that weren't part of storage, like security. That should be a separate primitive.

The reason to design your primitives with the utmost elegance is to maximize combinatorial optionality.


This is one of the most elegant things about TikTok's design. It includes a ton of primitives, and they are almost all ones you can combine or link.

More than that, every element in a TikTok is a building block you can replicate and use in your own TikTok. The most important of these is the soundtrack or sound of your TikTok.


Be careful of taking this idea of building primitives too far. In many ways, choosing what level of abstraction to stake your ground on is one of the most important questions any company must answer.

The answer is contextual. Abstract at too high a level and someone can come in beneath you, with something like AWS. In some ways this is a form of disruption.

Build at too low a level, however, and often someone will abstract at a level above you and siphon all the value of that market above your product. Many of TikTok’s filters are abstractions of a lot of things, almost like Lightroom Presets. As many of us learned early in this pandemic, maybe paying a few bucks for a loaf of bread is preferable to having to spend hours of our free time mastering baking.


When I think about modern remix culture and apps like TikTok, I often think back to Mixel, an app designer Khoi Vinh launched years ago. It was an iPad collage app.

In his blog post introducing Mixel, Vinh wrote:

Because of the componentized nature of collage, we can add new social dimensions that aren’t currently possible in any other network, art-based or not. Mixel keeps track of every piece of every collage, regardless of who uses it or how it’s been cropped. That means, in a sense, that the image pieces within Mixel have a social life of their own. Anyone can borrow or re-use any other piece; you’re free to peruse all the collages (we call them “mixels”) and pick up literally any piece and use it in your own mixel. If you don’t like the crop, the full, unedited original is stored on the server, so you can open it back up in an instant and cut out just the parts you like. Mixel can even show you everywhere else a particular image has been used, so you can follow it throughout the network to see how other people have cropped it and combined it with other elements.

The thread view turns collaging into a visual conversation, where anyone can remix anyone else’s work.


Though Mixel is no longer around, what he describes presages modern meme culture and TikTok.

Inherent to digital culture is the remix.


In Mark Ronson's TED Talk on How Sampling Transformed Music, he says:

That's what the past 30 years of music has been. That's the major thread. See, 30 years ago, you had the first digital samplers, and they changed everything overnight. All of a sudden, artists could sample from anything and everything that came before them, from a snare drum from the Funky Meters, to a Ron Carter bassline, the theme to "The Price Is Right." Albums like De La Soul's "3 Feet High and Rising" and the Beastie Boys' "Paul's Boutique" looted from decades of recorded music to create these sonic, layered masterpieces that were basically the Sgt. Peppers of their day. And they weren't sampling these records because they were too lazy to write their own music. They weren't sampling these records to cash in on the familiarity of the original stuff. To be honest, it was all about sampling really obscure things, except for a few obvious exceptions like Vanilla Ice and "doo doo doo da da doo doo" that we know about. But the thing is, they were sampling those records because they heard something in that music that spoke to them that they instantly wanted to inject themselves into the narrative of that music. They heard it, they wanted to be a part of it, and all of a sudden they found themselves in possession of the technology to do so, not much unlike the way the Delta blues struck a chord with the Stones and the Beatles and Clapton, and they felt the need to co-opt that music for the tools of their day. You know, in music we take something that we love and we build on it.


One of the most revolutionary aspects of TikTok is how effortless it makes it to sample or interpolate any other TikTok video.


Anyone who's used a non-linear editor like Adobe Premiere, Final Cut Pro, or Avid Media Composer knows the standard multi-pane interface. And any editor knows that editing begins with importing all the media, the shots from dailies, the temp music, and so on, into your media bin. From there, you drag elements onto the timeline to compose the edit.

Much of the pain of creating memes is gathering all the components, like images, from the web. In the modern networked age, though, the media bin should really just be the entirety of the internet. Anything you want should just be a short search away. We're starting to get closer, though the library of material is still sparse, and many pieces, especially video, still require chasing down.

Someday, any sort of remix will just be a GPT-3 like interface away from composing. You'll just be able to write "This is Fine cartoon but the dog's face is Donald Trump" and it will just spit it out for you. If you're building this, please let me know, I'll write you a seed check.


The Verge interviewed a TikTok beatmaker named Ricky Desktop.

What makes a great TikTok beat?

You need concrete, sonic elements that dancers can visually engage with on a person-by-person basis. I know that sounds super scientific, but that is how I think about it. If you’re trying to make a viral beat, it’s got to correspond with the viral dance.

In order to lock in on that, you need elements of the music to hit. So for example, I have this beat called “The Dice Beat.” I added a flute sound, which in my head was like, “Okay, people will pretend to play the flute.” And then there’s the dice sound, where they’ll roll the dice. It was super calculated. I would create the music with the dance in mind.

I developed this little pattern. I pioneered the “triple woah” thing where in all the beats there’s three kicks — bum-bum-bum. So typically, when the bass drop hits, the dancers will do the woah (ed: an accentuated arm and elbow movement popular in TikTok dances) to emphasize the bass drop. Usually, the beat will keep going after that. But what I did, I would add three more bass hits, super calculated, so that dancers could do the woah three times or do three concrete dance accents.


The woah inspired Ricky Desktop to develop a score for the triple woah which then actually inspired dancers to choreograph and perform an actual triple woah.

Can you program human movement with music? It turns out you can. You use an API called TikTok. That's delightful.


TikTok beatmaker Ricky Desktop pictured, in his head, dancers performing some movement. Then he wrote a piece of music that included a musical cue intended to elicit that exact movement.

Then, later, some dancers on TikTok performed the movement he had pictured, exactly at the moment he had inserted the musical prompt. It's not just that he choreographed the human body via music, but how he did it. Ricky Desktop is a marionettist manipulating human bodies not via strings but music.


Ricky Desktop:

So I would post my beat and say, “Anyone trying to help me make this beat go viral?” Or I would say, “Who’s gonna create a dance to this new banger?” I’m giving an action item to whoever’s watching. And that’s important because it gives the person watching something to do.


The message is in the medium. That is, Ricky Desktop issues these to-dos inside of the video he uses to release his various sounds.


Ricky Desktop:

What makes a great TikTok beat?

You need concrete, sonic elements that dancers can visually engage with on a person-by-person basis. I know that sounds super scientific, but that is how I think about it. If you’re trying to make a viral beat, it’s got to correspond with the viral dance.

In order to lock in on that, you need elements of the music to hit. So for example, I have this beat called “The Dice Beat.” I added a flute sound, which in my head was like, “Okay, people will pretend to play the flute.” And then there’s the dice sound, where they’ll roll the dice. It was super calculated. I would create the music with the dance in mind.


In filmmaking, when you want a score for your film, you bring the latest cut of your film to a composer's studio, and they start riffing based on what they see on screen, incorporating some of the themes you're trying to evoke in that scene.

What Ricky Desktop talks about above is a different process in which he scores to visuals that only exist in his imagination, generic dance tropes like "pretend to play the flute".

This is a form of "inverted scoring." Or, if you prefer to go from the other direction, what TikTok dancers do with sounds is "visualizing."

The program WinAmp used to do software visualizations of music. TikTok is like Mechanical Turk for visualizing music.


If you've watched any amount of TikTok, you've doubtless seen someone answering questions by dancing and pointing to floating text overlays.

Now, they could easily just speak the questions and answer them verbally. There's no reason to have to dance to music while answering the questions.

To which I say, no one knows what it means, but it's provocative, it gets the people going!

Kylie Jenner (@kyliejenner) has created a short video on TikTok with music original sound. | i'm still a supermodel on the inside | INSTAGRAM MODEL | SUPERMODEL | DADS FAV MOMS FAV | ...

This is one of many TikTok survey or poll formats, all devised by the users. On one hand, there are simpler ways to share this information. On the other hand, this is much more entertaining than a Twitter poll.


On the other hand, maybe all this choreographed dancing is something more of us should be doing to make our messages land. A teacher went viral on TikTok this year for filming herself trying to teach her class remotely over Zoom. Seeing her precise and broad gestures paired with her sharply articulated speech, you couldn't help but feel empathy for what a burden we've placed on our teachers, trying to make remote classes engaging over Zoom.

But perhaps we just lose some of our childlike exuberance and joy expressiveness as we age? Perhaps if we were more animated in our delivery, more people would remember what we said.

One of the most common weaknesses among managers and leaders is the illusion of transparency, though it is a problem for most people. It is the tendency to overestimate how much people know what you're thinking. It can ruin marriages or relationships, and it leads to a healthy market for therapy.

Young children have the a strong form of this illusion which is why in early childhood they are so frustrated when you don't understand why they're upset (and parents are likewise just as exasperated that their children can't verbalize why they're freaking out). Until later in life, children think you should know exactly what they're feeling, and it takes a bit of coaxing to tease out their inner emotional state. Ironically, despite their illusion of transparency, kids tend to be much more emotionally transparent and thus expressive.

It's when they finally realize that no one can see into their heads that they learn to lie. It's then that you wish they still had the illusion of transparency. When they become teenagers, the battle over transparency into their lives becomes literal: parents yell at their teenagers to keep their bedroom doors open, and those same doors slam shut after heated arguments. Their bedrooms become, like their thoughts, spaces they wish to protect from prying eyes.

This is all a roundabout way to say that a CEO communicating a company's top goal for the coming year in a TikTok dance, pointing to on-screen captions, isn't the worst idea in the world? Maybe this is the new Amazon 6-page memo.


Study any high-level memory competitor and they'll all say the same thing. Humans' visual memories are far superior to their memories for abstractions. It's one of the core lessons from the great book Moonwalking with Einstein. It's the reason people who have to try to memorize a thousand digits of pi or the order of a deck of cards turn numbers and letters into images which they place spatially in memory palaces.

In its heyday, which coincided with my childhood, MTV was dominated by music videos, and each of those was essentially a visualization of a musical track. To this day, I can't hear a song like A-Ha's "Take on Me" without picturing its music video. I haven't seen it in decades, but its cartoon sketches come to life are forever how I "see" the song. Likewise, I can't hear Michael Jackson's Thriller without conjuring its epic music video of nearly 14 minutes.

It doesn't even have to be a music video. A song incorporated in a film can permanently bond with the moving images on the screen. For example, I can't hear three tracks, one each by Huey Lewis, Genesis, and Whitney Houston, respectively, without picturing Christian Bale and quoting Patrick Bateman, and then being filled with a sense of self-loathing for having been indicted as someone who turns to the appreciation of cultural artifacts as a substitute for personality. If I mention Celine Dion's song "My Heart Will Go On," what do you see in your mind's eye?

TikTok is the modern MTV because (1) it increases consumption of music tracks that go viral on its platform as sounds and (2) any number of songs will forever summon the accompanying meme and visual choreography from my memory.


When Charli and other TikTokers formed the Hype House in Los Angeles, they were experimenting with IRL creative network effects. They created what was efffectively a commune to produce the D'Amelio TikTok Universe with Charli at the center as, I don't know, Tony Stark or something.

They started guest-starring in each other's TikTok's, some of them started dating and hooking up, and soon, to follow the entire extended narrative, you had to follow each other's accounts. Studios have tried to push out fictional versions of such networked series, but Charli et al just created it bottoms up, with TikTok as the distributor.

The Kardashian-Jenner clan are the clear predecessors who ran this type of crossover mindshare grab, but they're family. This new generation of influencers often aren't related, their common bond is just that they're young and famous in the age of social media and so they already all live together in a virtual universe held together by the gravity of popularity.


In Status as a Service, I wrote about how social networks require some proof of work to gain status.

A lot of TikTok's have the caption "I spent way too long on this" as a sort of plea for likes, but that wouldn't land if the proof of work wasn't visible on the screen. It is, and even non-creators can see it. Some TikToks seem like they took days to produce.


Have you tried using the in-app TikTok video editor? In some ways, it's loaded with really first-rate filters and effects, but in many ways, its user interface is inscrutable. I went to editing school and have used a variety of non-linear editors (NLEs) like FCP, Premiere, and Avid to edit video in a previous life, and I still tear my hair out trying to use TikTok's native editor.

The easiest videos to make are just ones where you film yourself live and apply a filter, but if you want to bring in pre-recorded video and mix them with other graphical elements, like text boxes, it is very painful to assemble them properly. My kingdom for a persistent timeline with a scrubber in the TikTok editor.

In one sense, it's staggering to ponder how many more videos TikTok would have if its video editor were more usable. On the other hand, every video that does make it onto the app feels like a miracle. The proof of work is in the pain.


If you're a movie star like Will Smith and you get a VFX studio to produce some whiz-bang TikTok for you, it will feel off, like driving a Ferrari down the street in Omaha. Authenticity or at least the sheen of one's own sweat equity is part of the TikTok aesthetic, and the canonical backdrop for any TikTok video is always some teenager's somewhat messy bedroom, just as it was in the heyday of the YouTube vlog.

On Instagram, you can get away with proof of wealth, but the TikTok aesthetic is proof of creative labor. The verdict is a bit more mixed on proof of hotness, though. I still think Instagram is a more welcoming home for pure thirst trap content than TikTok, where, if you want to honeytrap the simps, you're going to have to dance for it.


Something about a feed that can hit you with such a variety of styles and moods in such quick succession makes TikTok feel like the most modern of media channels. One second you're watching a dog communicate with their owner using a language mat, the next second some high school girl is roasting one of her classmates, the next you see a teen making an earnest confessional deprecating their own looks (only to have thousands of commenters offering affirmation), and then you might see a boat chase that you later realize is some drug cartel member filming a TikTok as police boats give chase (even Narcos be chasing them likes). At times it feels as if the FYP feed is a pastiche generator.

It is equal parts ironic and earnest, having long since surpassed its label as the cringey social network.

Whereas Instagram is performative, TikTok is performative and self-aware. It’s not that any single creator is self-aware, but that the Greek chorus in the comments will descend on anyone with the slightest bit of hubris like a pack of harpies.

In this rectangular proscenium that is TikTok, the fickle god of Zeus is played, of course, by the FYP algorithm. Everyone offers up their sacrifices of time and labor in the hopes of being graced by its favor, but its whims remain just capricious enough to keep everyone grinding.


If your FYP feed is dialed in to your tastes, you start to pre-react to videos purely based on the like count visible on the right hand side of the screen.

If a video has a high like count, even if it starts slowly I'll tend to give it the benefit of the doubt and stick around to the end, simply because this statistic has proved, in my experience, reliable evidence of a worthwhile payoff. The larger the figure, the more I anticipate a strong punchline or close. I'm like Tom Cruise in Minority Report, already having seen the precog verdict printed on that ball.

Conversely, when I'm the test audience for a little-seen video (a dead giveaway is it has almost no likes yet), I tend to be merciless in skipping ahead if it doesn't hold my attention after a few seconds.

This creates a ruthless rich-get-richer dynamic, but that's by design. Bytedance as a company has built its products around pitiless algorithms enforcing a high Gini coefficient economy of entertainment. It's a marketplace in which the supply side—the TikTok videos from creators—can be shown to an unlimited number of viewers. Much of the content is evergreen, so there is almost no end to the leverage TikTok can get off any single good video.

Imagine if YouTube's key metric was to show every good video in its entire catalog to every viewer that would enjoy it. If you view the TikTok mission that way, even if no one submitted another new video for the next year, its FYP algorithm would still have an almost infinite supply of short videos to show to hundreds of millions of users for that entire dry spell.


Because sounds become the genesis of particular memes, when you start watching a TikTok video and hear a familiar sound, you anticipate the moment of that sound when the punchline will happen. It's Pavlovian.

The kismet shoe transition, for example, causes you to anticipate the pleasure of that exact moment when the performer will go from looking plain to looking EXPENSIVE. There are only so many plots in Hollywood, but we go see genre films precisely for the story beats we know are coming.

On TikTok, sounds and memes are almost inseparable. The sound is the meme is the sound.

TikTok sounds are often the most pleasing snippets from pop songs, and listening to one catchy loop after another is like listening to a pop radio channel that doesn't play entire songs, only plays bass drops and choruses. The time between anticipation and payoff is so short that scrolling the feed can feel like pressing the button on some sonic IV drip over and over. Just inject it into my ears.


In Infinite Jest, David Foster Wallace describes a film called Infinite Jest which is so entertaining people lose all will to do anything except watch it until they die. He had often written about the addictiveness of television and may have been extrapolating to the future, projecting the entertainment value of entertainment increasing until it surpassed some threshold where you'd lose all will to do anything except consume. In that way, he predicted binge watching.

But the earliest form of entertainment that conjured the addictive properties of his fictional film (referred to in the novel as "the Entertainment") was video games. I read stories about players who died after playing games for so long without eating and, recalling some game binge sessions from my youth, could imagine myself trapped in a similar dark loop.

TikTok is the second form of entertainment that brings DFW's fictional entertainment to mind. In hindsight, it seems obvious that a personalized feed of video, tailored to your tastes, would be the addictive end state of entertainment. And, considering the rise of social media and the smartphone, it would make sense that the videos might all be short, like pellets of rain, sliding comfortably into every spare pocket of time in our day, of which we have so many.

One of my favorite paragraphs of recent years was one describing the miracle that are Cheetos:

To get a better feel for their work, I called on Steven Witherly, a food scientist who wrote a fascinating guide for industry insiders titled, “Why Humans Like Junk Food.” I brought him two shopping bags filled with a variety of chips to taste. He zeroed right in on the Cheetos. “This,” Witherly said, “is one of the most marvelously constructed foods on the planet, in terms of pure pleasure.” He ticked off a dozen attributes of the Cheetos that make the brain say more. But the one he focused on most was the puff’s uncanny ability to melt in the mouth. “It’s called vanishing caloric density,” Witherly said. “If something melts down quickly, your brain thinks that there’s no calories in it . . . you can just keep eating it forever.”

TikTok is entertainment Cheetos. Each video requires so little cognitive exertion and reaches its climax so quickly that it feels like we could keep watching forever, each punch line scored to the most satisfying bass drop or stanza from every pop song. TikTok delivers dopamine hits with a metronomic rhythm, and as soon as we swipe up the previous one melts in our memory.


It's always been the case, but especially in this networked age, that every piece of entertainment is its own social network. The network effects of a story arise from shared consumption. The more people watch Star Wars, the more people I can talk to about particular scenes or compare costumes with at a convention. The more people that watch Game of Thrones, the more my Game of Thrones memes will land.

TikTok is personalized, yet through its algorithm it creates shared stories of real scale. Some of these shared stories occur on the creative side in duets and trims that connect creators to each other literally and metaphorically. The FYP algorithm also aggregates large communities of viewers for the hottest TikTok videos. It's not uncommon now for me to send a TikTok to a friend who's already seen it, or vice versa. Not always, but enough that the audience now assumes enough common knowledge to foster that sense of shared experience.

Despite having what must be a gazillion videos in its catalog, watch TikTok enough and you'll be able to refer to something like Sea Shanty TikTok and feel reasonably confident other TikTok addicts get the reference. In contrast, people regularly send me YouTube videos with like millions of views that I've never even heard of.

It is algorithms that may be tearing us apart. But maybe it's also algorithms that reassemble us, albeit in smaller unit sizes. 330M Americans feel like too large an optimal governance size if we're going to let social media algorithms just run amok, but I find some comfort sometimes when I find some TikTok that feels so catered to my tastes that it must be a micro-niche and then see it has millions of likes.


The term binge-watching typically refers to watching multiple episodes of a series in one sitting, but perhaps the act of watching dozens of TikTok videos in a row is the purest form of this type of entertainment gluttony.

Other types of social media like Instagram and Twitter are also series of really compact units of media. When I scroll Twitter or Instagram, I often feel like an elephant, standing there placidly, as various people toss individual packing peanuts at my forehead (let’s call these people the peanut gallery?).

TikTok videos are, for the most part, a bit longer. Their compressed narratives are still, nevertheless, complete, with some full story arc to traverse. In its rhythm, binge-watching TikTok reminds me of watching a standup comedy set, but instead of watching one comedian, I’m watching a whole series of them, each on stage just long enough to tell one joke. And if they bore me, I can press a button and, like a Looney Tunes cartoon, a cane whisks them off the stage and a new comedian pops out from the floor to take their place and start right into their joke.

Someone told me that if you watch TikTok for over an hour it posts a warning asking you to consider taking a break. I'm not sure if that's the case, but I'm glad I've never encountered it yet.


TikTok can only match you with videos it has, and for some people, there may not be enough relevant content in the TikTok catalog to sustain a feed. But that pool of videos has grown by an astonishing amount in a short amount of time.

I'm an easy mark for the sort of wry, sometimes savage humor of TikTok, especially when it skews almost post-modern in its awareness of its own form. It's both a community that constantly tries to legislate its own social norms of decency—any video of someone making fun of how they look using a supposed beauty filter will be flooded with comments like "You're a queen", the comments section being sort of a rolling floor vote on what the acceptable response is—and also a bloodbath of Gen Z violence. The kids will be alright, but that's in part because they're savage. Every generation learns it has to fend for itself.

During a pandemic when most of social media feels even more nakedly performative than usual, as we sit inside day after day for month after month, my occasional sessions on TikTok have been one of the only pastimes to reliably make me laugh, and it's not particularly close.

Twitter has reached a crest of fortune cookie thinkboi bait when it's not subsumed in petty high school lunchroom culture war fistfights. Seemingly every day, a playground brawl breaks out and we all form a circle to gawk, but at the back of our minds is always the threat that we'll be the next to be sucker-punched and forced to throw down. Outrage porn is exhausting and also not that fun?

When viewed from the eye of a global pandemic, Instagram feels like a horrifying Truman Show of idyllic capitalist showboating. Life must go on, influencers gotta influence, but I'm also not weeping any tears when people get chastised for renting private islands and posting photos of themselves partying during a pandemic.

Andrew Niccol, the screenwriter of The Truman Show, once said, "When you know there is a camera, there is no reality.” The most absurd but popular tag on visual social media is #nofilter, a hashtag that aspires to a pretense of truth when there is almost nothing on an app like Instagram that isn’t production-designed within an inch of its life.

TikTok, by virtue of its high bar to even produce a video that anyone will see (FYP algo is like "That's a no for me dawg" on almost every video), is upfront about what it is: a global talent show to entertain the masses. In a pandemic where much of the U.S. lives in eternal lockdown, TikTok is the 24/7 channel where the American Idle entertain each other from their bedrooms. I laughed, and then I laughed some more.

TikTok and the Sorting Hat

I often describe myself as a cultural determinist, more as a way to differentiate myself from people with other dominant worldviews, though I am not a strict adherent. It’s more that in many situations when people ascribe causal power to something other than culture, I’m immediately suspicious.

The 2010’s were a fascinating time to follow the consumer tech industry in China. Though I left Hulu in 2011, I still kept in touch with a lot of the team from our satellite Hulu Beijing office, many of whom scattered out to various Chinese tech companies throughout the past decade. On my last visit to the Hulu Beijing office in 2011, I was skeptical any of the new tech companies out of China would ever crack the U.S. market.

It wasn’t just that the U.S. had strong incumbents, or that the Chinese tech companies were still in their infancy. My default hypothesis was that what I call the veil of cultural ignorance was too impenetrable a barrier. That companies from non-WEIRD countries (Joseph Henrich shorthand for Western, Educated, Industrialized, Rich, and Democratic) would struggle to ship into WEIRD cultures. I was even skeptical of the reverse, of U.S. companies competing in China or India. The further the cultural distance between two countries, the more challenging it would be for companies in one to compete in the other. The path towards overcoming that seemed to lie in hiring a local leadership team, or sending someone over from the U.S. who understood the culture of that country inside-out.

For the most part, that has held true. China has struggled, for the most part, to make real inroads in the U.S. WeChat tried to make inroads in the U.S. but only really managed to capture Chinese-Americans who used the app to communicate with friends, family, and business colleagues in China.

In the other direction, the U.S. hasn’t made a huge dent in China. Obviously, the Great Firewall played a huge role in keeping a lot of U.S. companies out of the Chinese market, but in the few cases where a U.S. company got a crack at the Chinese market, like Uber China, the results were mixed.

For this reason, I’ve been fascinated with TikTok. Here in 2020, TikTok is, for many, including myself, the most entertaining short video app going. The U.S. government is considering banning the app as a national security risk, and while that’s the topic du jour for just about everyone right now, I’m much more interested in tracing how it got a foothold in markets outside of China, especially the U.S. with its powerful incumbents.

They say you learn the most from failure, and in the same way I learn the most about my mental models from the exceptions. How did an app designed by two guys in Shanghai managed to run circles around U.S. video apps from YouTube to Facebook to Instagram to Snapchat, becoming the most fertile source for meme origination, mutation, and dissemination in a culture so different from the one in which it was built?

The answer, I believe, has significant implications for the future of cross-border tech competition, as well as for understanding how product developers achieve product-market-fit. The rise of TikTok updated my thinking. It turns out that in some categories, a machine learning algorithm significantly responsive and accurate can pierce the veil of cultural ignorance. Today, sometimes culture can be abstracted.


TikTok's story begins in 2014, in Shanghai. Alex Zhu and Luyu “Louis” Yang had launched an educational short-form video app that hadn’t gotten any traction. They decided to pivot to lip-synch music videos, launching Musical.ly in the U.S. and China. Ironically, the app got more traction across the Pacific Ocean, so they killed their efforts in their home country of China and focused their efforts on their American market.

The early user base consisted mostly of American teenage girls. Finally, an app offered users the chance to lip synch to the official version of popular songs and have those videos distributed to an audience for social feedback.

That the app got any traction at all was progress. However, it presented Alex, Louis, and their team with a problem. American teen girls were not exactly an audience Alex and Louis really understood.To be fair, most American parents would argue they don't understand their teenage daughters either.

During this era where China and the U.S. tech scenes have overlapped, the Chinese market has been largely impenetrable to the U.S. tech companies because of the Great Firewall, both the software instance and the outright bans from the CCP. But in the reverse direction, America has been almost as impenetrable to Chinese companies because of what might be thought of as America’s cultural firewall. Outside of DJI in dronesI'd argue one reason DJI had success in America was that drone control interfaces borrow heavily from standard flight control interfaces and are not culturally specific. Thus DJI could lean on its hardware prowess which was formidable., I can’t think of any Chinese app making real inroads in the U.S. prior to Musical.ly. To build on its early traction, Musical.ly would have to overcome this cultural barrier.

It’s been said that if you ask your customers what they want, they’ll ask for a faster horse (attributed to Henry Ford, though that may not be true). Frankly, that’s always been half horses***, and not just because horses are involved. First of all, what if your customers are horse jockeys?

Secondly, while you can’t listen to your customers exclusively, paying attention to them is a dependable way to build a solid SaaS business, and even in the consumer space it provides useful signal. As I’ve written about before, customers may tell you they want a faster horse, and what you should hear is not that you should be injecting your horses with steroids but that your customers find their current mode of transportation, the aforementioned horse, to be too slow a means of getting around.

Alex and Louis listened to Musical.ly’s early adopters. The app made feedback channels easy to find, and the American teenage girls using the app every day were more than willing to speak up about what they wanted to ease their video creation. They sent a ton of product requests, helping to inform a product roadmap for the Musical.ly team. That, combined with some clever growth hacks, like allowing watermarked videos to easily be downloaded and distributed via other networks like YouTube, Facebook, and Instagram, helped them achieve hockey-stick inflection among their target market.

Still, Musical.ly ran into its invisible asymptote eventually. There are only so many teenage girls in the U.S. When they saturated that market, usage and growth flatlined. It was then that a suitor they had rebuffed previously, the Chinese technology company Bytedance, suddenly looked more attractive, like Professor Bhaer to Jo March at the end of Little Women. In a bit of dramatic irony, Bytedance had cloned Musical.ly in China with an app called Douyin, one that had taken off in China, and now Bytedance was buying the app that inspired it, Musical.ly, an app conceived and built in China but that had failed in China and instead gotten traction in the U.S.

After the purchase, Bytedance rebranded Musical.ly as TikTok. Still, if that’s all they had done, it’s not clear why the app would’ve broken out of its stalled growth to the stunning extent it has under its new owner. After all, Bytedance paid just $1B for an app that’s rumored to sell now, if the U.S. government approves the transaction, for anywhere from $30 to $70B.

Bytedance did two things in particular to jumpstart TikTok’s growth.

First, it opened up its wallet and started spending on user acquisition in the U.S. the way wealthy Chinese used to spend on American real estate (no, I’m not still bitter at all the Chinese all-cash offers that trounced me repeatedly when condo-hunting six years ago). TikTok was rumored to have been spending a staggering eight or nine figures a month on advertising.

The ubiquity of TikTok ads lent the theory credence. I saw TikTok ads everywhere, on YouTube, Instagram, Twitter, Facebook, and in mobile gamesTikTok ads are bizarre. The video ads I see for the app in mobile games convey nothing about what the app is or does. One ad I've seen dozens of times has an old lady doing lunges in her living room, another has a kid blow drying his hair, and as he does, his hair changes colors. I feel like the ads could do a better job of selling the app, but what do I know?. If Bytedance could have purchased ads on the back of my eyelids at sub $20 CPMs I don’t doubt they would have done so.

It didn’t look like a wise investment at first. Rumors abounded that the 30-day retention of all those new users poured into the top of its funnel was sub 10%. They seemed to be lighting ad dollars on fire.

Ultimately, the ROI on that spend would turn the corner, but only because of the second element of their assault on the US market, the most important piece of technology Bytedance introduced to TikTok: the updated For You Page feed algorithm.

Bytedance has an absurd proportion of their software engineers focused on their algorithms, more than half at last check. It is known as the algorithm company, first for its breakout algorithmic “news” app Toutiao, then for its Musical.ly clone Douyin, and now for TikTok.

Prior to TikTok, I would’ve said YouTube had the strongest exploit algorithm in video,The exploit versus explore conundrum is sort of a classic of algorithmic design, usually mentioned in relation to the multi-armed bandit problem. For the purposes of this discussion, think of it simply as the problem of choosing which videos to show you. An exploit algorithm will give you more of what you like, while an explore algorithm tries to broaden your exposure to more than just what you’ve shown you like. YouTube is often described as an exploit algorithm because it tends to really push more of what you like, and then before you know it, you’re looking at some alt-right video that’s trying to redpill you. but in comparison to TikTok, YouTube’s algorithm feels primitive (the top creators on YouTube have long ago figured out how to game YouTube’s algorithm’s heavy dependence on click-through rates and watch time, one reason so many YouTube videos are lengthening over time, much to my dismay).

Before Bytedance bought Musical.ly and rebranded it TikTok, its Musical.ly clone called Douyin was already a sensation in the Chinese market thanks in large part to its effective algorithm. A few years ago, on a visit to Beijing, I caught up with a bunch of former colleagues from Hulu Beijing, and all of them showed me their Douyin feeds. They described the app as frighteningly addictive and the algorithm as eerily perceptive. More than one of them said they had to delete the app off their phone for months at a time because they were losing an hour or two every night just lying in bed watching videos.

That same trip, I had coffee with an ex-Hulu developer who now was now a senior exec in the Bytedance engineering organization. Of course, he was tight-lipped about how their algorithm worked, but the scale of their infrastructure dedicated to their algorithms was clear. On my way in and out of this office, just one of several Bytedance spaces all across the city, I gawked at hundreds of workers sitting side by side in row after row in the open floorplan. It resembled what I’d seen at tech giants like Facebook in the U.S., but even denser.The mood was giddy. I could tell he was doing well. He took me and my friends to a Luckin Coffee in their office basement and told us to order drinks off an app on his phone. I reached in my pocket for some RMB to pay for the drinks and he put his hand on my arm to stop me. “Don’t worry, I can afford this,” he said, laughing. He didn’t mean it in a boasting manner, he seemed almost sheepish about how well they were doing. Afterwards, as we waited outside the office in their parking lot, he walked past and asked me if I needed a ride. No, I said, I’d be taking the subway. A Tesla Model X pulled up, the valet hopped out, and he jumped in and drove off.

It’s rumored that Bytedance examines more features of videos than other companies. If you like a video featuring video game captures, that is noted. If you like videos featuring puppies, that is noted. Every Douyin feed I examined was distinctive. My friends all noted that after spending only a short amount of time in the app, it had locked onto their palate.

That, more than anything else, was the critical upgrade Bytedance applied to Musical.ly to turn it into TikTok. Friends at Bytedance claimed, with some pride, that after they plugged Musical.ly, now TikTok, into Bytedance’s back-end algorithm, they doubled the time spent in the app. I was skeptical until I asked some friends who had some data on the before and after. The step change in the graph was anything but subtle.

At the time Musical.ly got renamed TikTok, it was still dominated by teen girls doing lip synch videos. Many U.S. teens at the time described TikTok as “cringey,” usually a kiss of death for networks looking to expand among youths, fickle as they are about what’s cool. Scrolling the app at the time felt like eavesdropping on the theater kids clique from high school. Entertaining, but hardly a mainstream entertainment staple.

That’s where the one-two combination of Bytedance’s enormous marketing spend and the power of TikTok’s algorithm came to the rescue. To help a network break out from its early adopter group, you need both to bring lots of new people/subcultures into the app—that’s where the massive marketing spend helps—but also ways to help these disparate groups to 1) find each other quickly and 2) branch off into their own spaces.

More than any other feed algorithm I can recall, Bytedance’s short video algorithm fulfilled these two requirements. It is a rapid, hyper-efficient matchmaker. Merely by watching some videos, and without having to follow or friend anyone, you can quickly train TikTok on what you like. In the two sided entertainment network that is TikTok, the algorithm acts as a rapid, efficient market maker, connecting videos with the audiences they’re destined to delight. The algorithm allows this to happen without an explicit follower graph.

Just as importantly, by personalizing everyone’s FYP feeds, TikTok helped to keep these distinct subcultures, with their different tastes, separated. One person’s cringe is another person’s pleasure, but figuring out which is which is no small feat.

TikTok’s algorithm is the Sorting Hat from the Harry Potter universe. Just as that magical hat sorts students at Hogwarts into the Gryffindor, Hufflepuff, Ravenclaw, and Slytherin houses, TikTok’s algorithm sorts its users into dozens and dozens of subculturesThe Sorting Hat is perhaps the most curious plot device from the Harry Potter universe. Is it a metaphor for genetic determinism? Did Draco have any hope of not being a Slytherin? By sorting Draco into that house, did it shape his destiny? Is the hat a metaphor for the U.S. college admissions system, with all its known biases? Is Harry Potter, sorted into Gryffindor, a legacy admit?. Not two FYP feeds are alike.

For all the naive and idealistic dreams of the so-called “marketplace of ideas,” the first generation of large social networks has proven mostly unprepared and ill-equipped to deal with the resulting culture wars. Until they have some real substantial ideas and incentives to take on the costly task of mediating between strangers who disagree with each other, they’re better off sorting those people apart. The only types of people who enjoy being thrown into a gladiatorial online arena together with those they disagree with seem to be trolls, who benefit asymmetrically from the resultant violence.

Consider Twitter's content moderation problems. How much of that results from throwing liberals and conservatives together in a timeline together? Twitter employees speak often about wanting to improve public discourse, but they’d be much better off (and society, too) keeping the Slytherins and Gryffindors apart until they have some real substantive ideas to solve the problem of low trust conversation.The same can be said of NextDoor and their problem of racist reporting of minorities just walking down the sidewalk. They’d be better off just removing that feature. At some point, NextDoor needs to face the fact that they aren’t going to solve racism. Tweak that feature all you want, put up all the hoops for users to jump through to file such a report, but adverse selection ensures that those most motivated to jump through them are the racist ones.

After some time, new subcultures did indeed emerge on TikTok. No longer was it just teenage girls lip-synching. There are so many subcultures on TikTok I can barely track them because I only ever see a portion of them in my personalized FYP. This broadened TikTok’s appeal and total addressable market. Douyin had followed that path in China, so Bytedance at least had some precedent for committing to such an expensive bet, but I wasn’t certain if it would work in the U.S., a much more competitive media and entertainment market.

Within a larger social network, even subcultures need some minimum viable scale, and though Bytedance paid dearly to fill the top of the funnel, its algorithm eventually helped assemble many subcultures surpassing that minimum viable scale. More notably, it did so with amazing speed.

Think of how most other social networks have scaled. The usual path is organic. Users are encouraged to follow and friend each other to assemble their own graph one connection at a time. The challenge with that is that it’s almost always a really slow build, and you have to provide some reason for people to hang around and build that graph, often encapsulated by the aphorism “come for the tool, stay for the network.” Today, it’s not as easy to build the “tool” part when so much of that landscape has already been mined and when scaled networks have learned to copy any tool achieving any level of traction.In the West, Facebook is the master of the fast follow. They struggle to launch new social graphs of their own invention, but if they spot any competing social network achieve any level of traction, they will lock down and ship a clone with blinding speed. Good artists borrow, great artists steal, the best artists steal the most quickly? Facebook as a competitor reminds me of that class of zombies in movies that stagger around drunk most of the time, but the moment they spot a target, they sprint at it like a pack of cheetahs. The type you see in 28 Days Later and I Am Legend. Terrifying.

Some people still think that a new social network will be built around a new content format, but it’s almost impossible to think of a format that couldn’t be copied in two to three months by a compact Facebook team put in lockdown with catered dinners. Yes, a new content format might create a new proof of work, as I wrote about in Status as a Service, but just as critical is building the right structures to distribute such content to the right audience to close the social feedback loop.

What’s the last new social network to achieve scale in recent years? You probably can’t think of any, and that’s because there really aren’t any. Even Facebook hasn’t been able to launch any really new successful social products, and a lot of that is because they also seem fixated on building these things around some content format gimmick.

Recall the three purposes which I used to distinguish among networks in Status as a Service: social capital (status), entertainment, and utility. In another post soon I promise to explain why I classify networks along these three axes, but for now, just know that while almost all networks serve some mix of the three, most lean heavily towards one of those three purposes.

3-axis.png

A network like Venmo or Uber, for example, is mostly about utility: I need to pay someone money, or I need to travel from here to there. A network like YouTube is more about entertainment. Amuse me. And some networks, what most people refer to when they use the generic term “social network,” are more focused on social capital. Soho House, for example.

TikTok is less a pure social network, the type focused on social capital, than an entertainment network. I don’t socialize with people on TikTok, I barely know any of them. It consists of a network of people connected to each other, but they are connected for a distinct reason, for creators to reach viewers with their short videos.Bytedance hasn't been successful in building out a social network to compete with WeChat, though it's not for lack of trying. I think they have a variety of options for doing so, but as with many companies that didn't begin as social first, it's not in their DNA. Facebook is underrated for its ability to build functional social plumbing at scale, that is a rare design skill. Companies as diverse as Amazon and Netflix have tried building social features and then later abandoned them. I suspect they tried when they didn't have enough users to create breakaway social scale, but it's difficult to imagine them pulling that off without more social DNA. But having a social-first DNA also means that Facebook isn't great at building non-social offerings. Their video or watch tab remains a bizarre and unfocused mess.

One can debate the semantics of what constitutes a social network forever, but what matters here is realizing that another way to describe an entertainment network is as an interest network. TikTok takes content from one group of people and match it to other people who would enjoy that content. It is trying to figure out what hundreds of millions of viewers around the world are interested in. When you frame TikTok's algorithm that way, its enormous unrealized potential snaps into focus.

The idea of using a social graph to build out an interest-based network has always been a sort of approximation, a hack. You follow some people in an app, and it serves you some subset of the content from those people under the assumption that you’ll find much of what they post of interest to you. It worked in college for Facebook because a bunch of hormonal college students are really interested in each other. It worked in Twitter, eventually, though it took a while. Twitter's unidirectional follow graph allowed people to pick and choose who to follow with more flexibility than Facebook's initial bi-directional friend model, but Twitter didn't provide enough feedback mechanisms early on to help train its users on what to tweet. The early days were filled with a lot of status updates of the variety people cite when criticizing social media: "nobody cares what you ate for lunch."I talk about Twitter's slow path to product market fit in Status as a Service

But what if there was a way to build an interest graph for you without you having to follow anyone? What if you could skip the long and painstaking intermediate step of assembling a social graph and just jump directly to the interest graph? And what if that could be done really quickly and cheaply at scale, across millions of users? And what if the algorithm that pulled this off could also adjust to your evolving tastes in near real-time, without you having to actively tune it?

The problem with approximating an interest graph with a social graph is that social graphs have negative network effects that kick in at scale. Take a social network like Twitter: the one-way follow graph structure is well-suited to interest graph construction, but the problem is that you’re rarely interested in everything from any single person you follow. You may enjoy Gruber’s thoughts on Apple but not his Yankees tweets. Or my tweets on tech but not on film. And so on. You can try to use Twitter Lists, or mute or block certain people or topics, but it’s all a big hassle that few have the energy or will to tackle.

Think of what happened to Facebook when it’s users went from having their classmates as friends to hundreds and often thousands of people as friends, including coworkers, parents, and that random person you met at the open bar at a wedding reception and felt obligated to accept a friend request from even though their jokes didn’t seem as funny the next morning in the cold light of sobriety. Some have termed it context collapse, but by any name, it’s an annoyance everyone understands. It manifests itself in the declining visit and posting frequency on Facebook across many cohorts.

Think of Snapchat’s struggles to differentiate between its utility— as a way to communicate among friends—and its entertainment function as a place famous people broadcast content to their fans. In a controversial redesign, Snapchat cleaved the broadcast content from influencers into the righthand Discover tab, leaving your conversations with friends in the left Chat pane. Look, the redesign seemed to say, Kylie Jenner is not your friend.

TikTok doesn’t bump into the negative network effects of using a social graph at scale because it doesn't really have one. It is more of a pure interest graph, one derived from its short video content, and the beauty is its algorithm is so efficient that its interest graph can be assembled without imposing much of a burden on the user at all. It is passive personalization, learning through consumption. Because the videos are so short, the volume of training data a user provides per unit of time is high. Because the videos are entertaining, this training process feels effortless, even enjoyable, for the user.

I like to say that “when you gaze into TikTok, TikTok gazes into you.” Think of all the countless hours product managers, designers and engineers have dedicated to growth-hacking social onboarding—goading people into adding friends and following people, urging them to grant access to their phone contact lists—all in an attempt to carry them past the dead zone to the minimum viable graph size necessary to provide them with a healthy, robust feed. (sidenote: Every social product manager has heard the story of Facebook and Twitter’s keystone metrics for minimum viable friend or follow graph size countless times.) Think of how many damn interest bubble UI’s you’ve had to sit through before you could start using some new social product: what subjects interest you? who are your favorite musicians? what types of movies do you enjoy?The last time I tried to use Twitter’s new user onboarding flow, it recommended I follow, among other accounts, that of Donald Trump. There are countless ways they could onboard people more efficiently to provide them with a great experience immediately, but that is not one of them.

TikTok came along and bypassed all of that. In a two-sided entertainment marketplace, they provide creators on one side with unmatched video creation tools coupled with potential super-scaled distribution, and viewers on the other side with an endless stream of entertainment that gets more personalized with time. In doing so, TikTok, with a product team and infrastructure mostly located in China, came out of left field and became a player in the attention marketplace on the same playing fields around the world as giants like Facebook, Instagram, Snapchat, YouTube, and Netflix. Not quite a Cinderella story...maybe a Mulan story?

TikTok didn't just break out in America. It became unbelievably popular in India and in the Middle East, more countries whose cultures and language were foreign to the Chinese Bytedance product teams. Imagine an algorithm so clever it enables its builders to treat another market and culture as a complete black box. What do people in that country like? No, even better, what does each individual person in each of those foreign countries like? You don't have to figure it out. The algorithm will handle that. The algorithm knows.

I don’t think the Chinese product teams I’ve met in recent years in China are much further ahead than the ones I met in 2011 when it comes to understanding foreign cultures like America. But what the Bytedance algorithm did was it abstracted that problem away.One of the concerns about CCP ties with Bytedance is that they might use it as a propaganda tool against the U.S. I tend to think that problem is overrated because my sense is that many in China still don't understand the nuances of American culture, just as America doesn't understand theirs (though I speak Mandarin, some of the memes on Douyin fly way over my head). However, perhaps an algorithm that abstracts culture into a series of stimuli responses makes it more dangerous?

Now imagine that level of hyper efficient interest matching applied to other opportunities and markets. Personalized TV of the future? Check. Education? I already find a lot of education videos in my TikTok feed, on everything from cooking to magic to iPhone hacks. Scale that up and Alex and Louis might finally realize their dream of a short video education app that they set out to build before Musical.ly.

Shopping? A slam dunk, Douyin and Toutiao already enable a ton of commerce in China. Job marketplace? A bit of a stretch, but not impossible. If Microsoft buys TikTok, I’d certainly give the TikTok team a crack at improving my LinkedIn feed, which, to be clear, is horrifying. What about personalized reading, from books to newsletters to blogs? Music? Podcasts? Yes, yes, yes please. Dating? The world could absolutely use an alternative to the high GINI co-efficient, high inequality dating marketplace that is Tinder.

Douyin already visualizes much of this future for us with its much broader diversity of videos and revenue models. In China, video e-commerce is light years ahead of where it is in the U.S. (for a variety of reasons, but none that aren’t surmountable; a topic, again, for another piece). Whereas TikTok can still feel, to me, like a pure entertainment time-killer, Douyin, which I track on a separate phone I keep just to run Chinese apps for research purposes, feels like much more than that. It feels like a realization of short video as a broad use case platform.

There’s a reason that many people in the U.S. today describe social media as work. And why many, like me, have come to find TikTok a much more fun app to spend time in. Apps like Facebook, Instagram, and Twitter are built on social graphs, and as such, they amplify the scale, ubiquity, and reach of our performative social burden. They struggle to separate their social functions from their entertainment and utility functions, injecting an aspect of social artifice where it never used to exist.

Facebook has struggled with its transition to utility, which would’ve offered it a path towards becoming more of a societal operating system the way WeChat is in China. To be fair, the competition for many of those functions is much stiffer in the U.S. In payments, for example, Facebook must compete with credit cards, which work fine and which most people default to in the U.S., whereas in China AliPay and WeChat Pay were competing with a cash-dominant culture. Still, in the U.S., Facebook has yet to make any real inroads in significant utility use cases like commerce.I speak so often about how much video as a medium is underrated by tech elites. In an alternate history of Facebook, they would've made a harder shift to becoming a video-only app, moving up the ladder from text to photos to videos, and maybe they would've become TikTok before TikTok. If they had, I think their time spent figures would be even higher today. For as quickly as Facebook moved to disrupt itself in the past, there's a limit to how far they're willing to go. I plan to compare the Chinese and U.S. tech ecosystems in a future post, and one of the broadest and most important takeaways is that China leapfrogged the U.S. in the shift to video, among many other things. This doesn't mean the U.S. won't then leapfrog China the next time around, but for now, the U.S. is the trailing frog in several categories.

Instagram is some strange hybrid mix of social and interest graph, and now it’s also a jumble of formats, with a Stories feed relegated to a top bar in the app while the more stagnant and less active original feed continues to run vertically as the default. Messaging is pushed to a separate pane and also served by a separate app. Longer form videos bounce you to Instagram TV, which is just an app for videos that exceed some time limit, I guess? And soon, perhaps commerce will be jammed in somehow? Meanwhile, they have a Discover tab, or whatever it is called, which seems like it could be the default tab if they wanted to take a more interest-based approach like TikTok. But they seem to have punted on making any hard decisions for so long now that the app is just a Frankenstein of feeds and formats and functions spread across a somewhat confused constellation of apps.

Twitter has never seemed to know what it is. Ask ten different Twitter employees, you’ll hear ten different answers. Perhaps that’s why the dominant product philosophy of the company seems to be a sort of constant paralysis broken up by the occasional crisis mitigation. One reason I’ve long wished Twitter had just become a open protocol and let the developer community go to town is that Twitter moves. At. A. Snail's. Pace.

The shame of it is that Twitter had a head start on an interest graph, largely through the work of its users, who gave signal on what they cared about through the graphs they assembled. That could have been a foundation to all sorts of new markets for them. They could’ve even been an interest-based social network, but instead users have mostly extracted that value themselves by pinging each other through the woefully neglected DM product.Of course, Twitter also once purchased Vine and then let it wither on the, uh vine. Of all the tech companies that could purchase TikTok, maybe Twitter is the one that least deserves it. At a minimum, they should be required to submit a book report showing they understand what it is they're buying.

A few other tech companies are worth mentioning here. YouTube is a massive video network, but honestly they may have shipped even less than Twitter over the years. That they don’t have any video creation tools of note (do they have any?!) and allowed TikTok to come in and steal the short video space is both shocking and not.

Amazon launched a short video commerce app some time ago. It came and went so quickly I didn’t even have time to try it. Though Amazon is good at many things, they just don’t have the DNA to build something like TikTok. That they have failed to realize the short video commerce vision that China led the way on is a shocking miss on their part.

Apple owns the actual camera that so many of these videos are shot on, but they've never understood social.iMessages could be a social networking colossus if Apple had the social DNA, but every day other messaging apps pull further away in functionality and design. But I guess they're finally adding threading in iMessages with the next iOS release? Haha. At least they'll continue to improve the camera hardware with every successive iPhone release.

None of this is to say TikTok is anywhere near the market value of any of these aforementioned American tech giants. If you still think of it as a novelty meme short video app, you're not far from the truth.Are there flaws with TikTok? Of course. It’s far from perfect. The algorithm can be too clingy. Sometimes I like one video from some meme and the next day TikTok serves me too many follow-up videos from the same meme. But the great thing about a hyper-responsive algorithm is that you can tune it quickly, almost like priming GPT-3 to get the results you want. Often all it takes to inject some new subculture into your TikTok feed is to find some video from it (you can easily find them on YouTube or via friends whose feeds are different from your own) and like it. Another problem for TikTok is that a lot of other use cases are being jammed into what was designed to be a portrait mode lip synch video app. Vertical video is good for the human figure, for dance and makeup videos, but not ideal for other types of communication and storytelling (I still hate when basketball and football highlight clips can’t show more of the horizontal playing field, and that goes for both IG and TikTok; in many highlights of Steph Curry hitting a long 3 you can’t see him, or the basket, only one of the two, lol). Stepping up a level, the list of opportunities Bytedance and TikTok have yet to capitalize on in the U.S. is long, and it wouldn’t surprise me if they miss many of them even if they stave off a ban from the U.S. government. Much of it would require new form factors, and it’s unclear how strong the TikTok product team would be, especially if divested out of Bytedance. Under Microsoft, a company with a fairly shaky history in the consumer market, it's unclear that their full potential would be realized.

Still, none of that product work is rocket science. Much of it seems clear in my head. More importantly, TikTok, if armed with the Bytedance algorithm as part of a divestment, has a generalized interest-matching algorithm that can allow it to tackle U.S. tech giants not head on but from an oblique angle. To see it as merely a novelty meme video app for kids is to miss what its much greater disruptive potential. That an app launched out of China could come to the U.S. and sprint into cultural relevance in this attention marketplace should be a wake-up call to complacent U.S. tech companies. Given how many of those companies rely on intuiting user interests to sell them things or to show them ads, a company like TikTok which found a shortcut to assembling such an interest graph should raise all sorts of alarm bells.

It surprises me that more U.S. tech companies aren’t taking a harder run at trying to acquire TikTok if the rumored CFIUS hammer stops short of an outright ban. I can’t think of any of them that shouldn’t be bidding for what is a once-in-a-generation forced fire sale asset. I’ve seen prices like $30B tossed around online. If that’s true, it’s an absolute bargain. I’d easily pay twice that without a second thought.

I could cycle through my long list of nits, but ultimately they are all easily solvable with the right product vision and execution. TikTok has figured out the hardest piece, the algorithm. With it, a massive team made up mostly by people who’ve never left China, and many who never will, grabbed massive marketshare in cultures and markets they’d never experienced firsthand. To a cultural determinist like myself, that feels like black magic.


On that same trip to China in 2018 when I visited Bytedance, an ex-colleague of mine from Hulu organized a visit for me to Newsdog. It was a news app for the Indian market built by a startup headquartered in Beijing. As I exited the elevator into their lobby, I was greeted by a giant mural of Jeff Bezos’ famous saying “It’s Always Day One” on the opposite wall.

A friend of a friend was the CEO there, and he sat me down in a conference room to walk me through their app. They had raised $50M from Tencent just a few months earlier that year, and they were the number one news app in India at the time.

He opened the app on his phone and handed it to me. Similar to Toutiao in China, there were different topic areas in a scrollbar across the top, with a vertical feed of stories beneath each. All of these were stories selected algorithmically, as is the style of Toutiao and so many apps in China.

I looked through the stories, all in Hindi (and yes, one feed that contained the thirst trap photos of attractive Indian girls in rather suggestive outfits standing under things like waterfalls; some parts of culture are universal). Then I looked up from the app and through the glass walls of the conference room at an office filled with about 40 Chinese engineers, mostly male, tapping away on their computers. Then I looked back down at page after page of Hindi stories in the app.

“Wait,” I asked. “Do you have people in this office or at the company who know how to read Hindi?”

He looked at me with a smile.

“No,” he said. “None of us can read any of it.”


NEXT POST: Part II of my thoughts on TikTok, on how the app design is informed by its algorithm and vice versa in a virtuous circle.

The John Wick Universe is Cancel Culture

“Si vis pacem para bellum”

translated

“If you want peace, prepare for war”

I hadn’t planned on seeing John Wick 3 - Parabellum, but out for a walk in Stockholm in May, I got caught in a sudden downpour without an umbrella. I was in Sweden for the first time thanks to an invitation from the Spotify product team and had decided to spend some of my downtime seeing the city. Sweden, by the way, is the country with the second highest unicorns per capita. Fascinating, and a topic for another day. I sprinted out of the rain and into the nearest building, which happened to be a movie theater. Checking Dark Sky on my phone, the rain didn’t look to let up for another hour or two, so I scanned the theater listings and found a film in English. John Wick 3: Parabellum it was.

Like many I enjoyed the first John Wick movie for its lean and elegant plot and balletic fight choreography. Keanu Reeves was inspired casting given his unfussy acting style. However, I thought the sequel was unnecessary. I wasn’t expecting much from yet another entry, the third, but I rarely regret spending two hours in a darkened theater. Watching an American film in the company of a Swedish audience also promised to be a form of cultural field work, and on that front, I felt fortunate the house was packed with locals.

John Wick 3 - Parabellum begins directly after the events of the previous film, and at first, all seemed familiar. But after having spent two films worth of time in this universe already, sometime midway through the third film, it dawned on me. The rules of this film franchise mapped with uncanny precision to something that everyone had been complaining about to me for years now: cancel culture.

With that, the films took on heightened resonance. Here I present my theory of John Wick Universe as an allegory of cancel culture.

[SPOILER ALERT: Here is where I must warn people who haven’t seen the films that I will reveal key plot points to the three Wick films below. I don’t feel like the charms of this film series lie in the plot details—what happens isn’t surprising in the least to even the most casual of action film fans—but I disagree with those who say spoiler culture has ruined film criticism. Instead I’m happy to let my readers choose their own acceptable quota of narrative novelty. If you prefer not to learn the plots of the John Wick films, stop reading here.]

Wick’s character motivation can be described thus: my name is John Wick. You stole my car. You killed my dog. Prepare to die.

Reeves plays Wick from cinema’s storied tradition of zen-like hit men, almost placid in their mastery of their craft, which, in his case, is the violent dispatch of other humans from the realm of the living. This is Alain Delon in Le Samourai, Robert De Niro in Heat, Jean Reno as Victor "The Cleaner" in La Femme Nikita. Less sexual than Bond, not quite as overtly cruel as Matz and Jacamon’s Killer. These hit men have a heart, but their highest order bit is the code by which they live. Whether personal or business, there's little difference, the job is killing.

And kill he does. In John Wick 3: Parabellum the signature choreography of death remains, a style which can only be described as baroque. Not John Wick for a single gunshot to the head when he can first maim with a few amuse bouche bullets to the torso and limbs. Why engage in a simple fist fight when one can hold a confrontation in a store filled with display cases lined with all manner of knives (in case of emergency, break glass with the skull of your combatant). Why simply perforate assailants with automatic weapons when they can be simultaneously be relieved of their genitals by an attack dog?

It wasn’t until Michael Bay’s terrible 6 Underground on Netflix that I saw a film with more cartoonish violence this year.

For some, this is entertainment enough. I’ll never hesitate to offer my opinions on any piece of entertainment, but I do not begrudge anyone their pleasures. Certainly, the crowd of Swedes who laughed and cheered at the escalating violence seemed more than entertained. For me, however, films are even more compelling when they speak to the world outside the edges of the screen. I'm nothing if not a sucker for subtext. What fascinated me about John Wick was how its absurdist universe acted as a wry commentary on cancel culture.

Do I think this subtext was intentional? Doubtful. Some filmmakers reward subtextual readings more than others. Still, the advantage of making a film with such a lean universe design is its semiotic flexibility.

John Wick’s real name, we learn, is Jardani Jovonovich, a Belarussian gypsy raised as an assassin. Wick is nicknamed Baba Yaga, the Boogeyman, for he is the master of assassination. Who are most gifted in using social media to sow chaos and division in the world, especially the United States, than the Russians? Having lost the Cold War they’ve come back in a more fluid and confounding form.

When the first film begins, Wick has left that world of violence behind for a peaceful domestic life with his wife Helen. But she dies from an illness, though not before leaving him a beagle to keep him company. The dog, along with Wick’s car, a 1969 Ford Mustang Mach 1, are recognizable to anyone as the two iconic totems of an American’s most sacred values.

When a group of Russian gangsters try to buy his car and Wick refuses, they break into his home, steal the car, and kill the dog. In Pulp Fiction, John Travolta complains to Eric Stoltz that some vandals keyed his car. Stoltz commiserates.

“They should be fuckin’ killed, man. No trial, no jury, straight to execution,” he says.

“What’s more chicken-shit than fuckin’ with a man’s automobile?” says Travolta. “Don’t fuck with another man’s vehicle.”

“You don’t do it,” agrees Stoltz.


In America, the car is the symbol of a man’s property and an expression of his individual freedom. The dog is the symbol of unconditional loyalty, man’s faithful companion as he rules over his domain.

The two totems of American sacred values

In a social media context, we can think of Wick’s dog and his car as representing those beliefs we hold sacred. When Wick loses his car and his dog, he is every one of us who sees one of the values we consider intrinsic to our personal identity impugned by some stranger on social media. That the perpetrators are Russian is nothing if not reminiscent of Russian agents sowing discord in American society in the run up to the 2016 Presidential election.

It turns out John used to work for the father of the leader of the gangsters who stole his car and killed his dog. That father, Viggo, upon learning what his son Iosef has done, calls Wick and begs him to let it go. Don’t feed the trolls, we are told time and again. But we, like Wick, cannot. His permanent sabbatical from assassination has come to an end.

As on social media, violence begets violence. Since Wick refuses to let the matter go, Viggo, to protect his son, sends a preemptive hit squad to assassinate Wick at his home. We never fight a single target on social media because the public broadcast nature of social media always rallies others to the cause. The first John Wick film proceeds from there as a series of attacks and counterattacks until Wick emerges, alive, bloodied, with a new dog, a pit bull he frees from an animal clinic. Viggo, Iosef, and what seems like a hundred or so henchmen are dead. The new dog symbolizes a brief moment of peace for Wick, just as we sometimes emerge from our skirmishes online feeling as if we have the moral high ground, our honor once again intact.

John Wick 2 begins with him retrieving his car from a chop shop owned by Viggo's brother, which requires Wick to kill not only Viggo’s brother but his fellow goons. The car takes serious damage in the firefight, much like the beating we take defending ourselves online, but Wick eventually emerges with his car and new dog and then returns home to bury his weapons cache. He thinks he is out of the game once again.

As anyone who has participated in culture wars knows, any victory is temporary and pyrrhic.

Out of the blue, Santino D’Antonio visits Wick at his home and calls in a marker, represented in the films by a medallion with a drop of blood from the debtor. Santino needs Wick to become an assassin again, just as various friends online call on us to take their side in various online battles.

John refuses. He wants out. The marker is the marker, though. If you won’t defend your values, then can you say you really have any? Santino reminds John of this in a not-so-subtle way: he blows up Wick’s house with a grenade launcher.

This brings us to The Continental, the unique hotel chain at the heart of the John Wick universe. Their Manhattan branch is run by Winston (Ian McShane) and staffed by the always courteous and professional concierge Charon (Lance Reddick). Now homeless, Wick retreats to the Continental for refuge. The entire Continental hotel chain lives under the aegis of the High Table, like one of the W Hotels in the former Starwood and now Marriott network.

The Continental hotel chain stands in for our social media platforms. Like them, The Continental claims neutrality—no killing is allowed on Continental grounds—yet they happily arm assassins with all manners of weapons, like Twitter arming people with the quote tweet, the AK-47 of social media. They even employ a weapons sommelier.

The Continental sets all sorts of very specific policies that seem to be in conflict with each other; do they want civility or violence? Visitors to the Continental, like Wick, vacillate between wanting them to enforce rules and wondering who put them in charge in the first place. In other words, a mirror of the tension between users and the social networks that dominate the modern internet.

At any rate, Winston reminds Wick he must honor the marker from Santino, because them’s the rules. These markers are like metaphors for engagement, the debt we pay social networks for the privilege of their services and distribution. Social media platforms do not want violence on their grounds, yet they live through user engagement. The only way to not have any markers on your ledger is to never accrue a debt in the first place, but Wick was raised in the golden age of social networks, where it was near impossible to avoid being active on them. Bowing to the marker, Wick accedes to Santino’s request to assassinate his sister so Santino can assume her spot on the High Table council.

Wick carries out the mission, with great reluctance, only to have Santino turn around and put a $7 million contract on Wick for murdering his sister. This is akin to battling your enemies on social media platforms, creating the engagement that platforms thrive off of, only to have them turn around and lock your account for having done so. Many a person I know has complained about just such a betrayal. Pour one out for David Simon and his periodic bans on Twitter for eviscerating his opponents in a blaze of profanity.

Wick, as is his style, comes after Santino, who retreats to the safety of the Continental, where no violence is allowed. But Wick has been betrayed, and personal values now take precedence over the platform rules of The Continental. He pursues Santino onto hotel grounds and guns him down in front of Winston.

As penalty for conducting assassin business on Continental grounds, the High Table doubles the bounty on Wick to $14 million and broadcasts it globally. As the second film ends, Winston informs Wick of the bounty and gives him an hour head start to run. He sets off with his pit bull through Central Park as cell phones start ringing throughout the park. Wick has been true to his beliefs, as symbolized by the dog by his side, but the outrage mob is about to be set loose on him.

John Wick 3: Parabellum picks up from there. Wick is on the run through the rain of Manhattan, glancing at his watch as the seconds tick down to the global bounty becoming official.

In the Wick universe, official High Table business is processed through a central office by dozens of men and women dressed like old school phone switch operators, all of whom go about their jobs with an almost cheerful professionalism. Anyone who has ever received an impassive automatic reply from a social media customer service department after reporting some vicious attack can empathize with the almost comical formality of the Kafkaesque institution in the face of what feels like emotional terrorism.

That the bounty is put out by the High Table feels appropriate. It’s because of the algorithmic distribution of social media platforms that the asymmetric attack of the bloodthirsty mob achieves modern levels of scale and precision. The High Table seems elusive, at times arbitrary, just like the moderation policies of social networks. Winston at time seems friendly to John, yet he also stands by as the mob prepares to set upon Wick. Many users of Facebook, Twitter, Instagram, Reddit, and so on can relate to this love-hate relationship with those platforms.

As soon as Wick’s bounty goes global, seemingly every next person on the street comes sets upon him with the nearest weapon at hand. Anyone who has been attacked by an online mob, or even mildly harassed, is familiar with this uniquely modern sensation of being set upon by complete strangers. The Wick films give online mobs physical form. These random assassins are the Twitter eggs with usernames like pepe298174.

Even more perfect, strangers attack John Wick only after glancing at their phones and receiving word of the bounty. How do outrage mobs coalesce in the online world? From people staring at social media on their phones and locating the next target to be cancelled. The High Table’s bounty system, with its mobile notifications, is nothing less than a formalization of the mechanisms by which social networks enable cancel culture.

Wick dispatches one attacker after the other with every weapon at hand, whether axe or handgun or, in the first case, a hardcover book (when you absolutely, positively, have to snap a man’s neck using a book lodged in his jaw, a flimsy paperback or e-book just will not do).

I’ve talked to liberals who’ve been set upon by the alt-right. Women who’ve been attacked by gamers. Creatives who are set upon by outraged fans. Conservatives who feel swarmed by SJW’s. Everyone feels unjustly attacked by faceless mobs, everyone is aggrieved. Everyone feels they are standing up for their truth and their principles, like John Wick, while mindless strangers attack from all sides. John Wick is the avatar of the modern social media user, the "righteous man beset on all sides by the inequities of the selfish and the tyranny of evil men."

Just before the bounty goes live, Wick stops by one of those doctors in the movies that caters to assassins and mobsters, the ones with fantastic service, always willing to provide bullet removal surgery on demand to walk-ins. Wick is bleeding from a shoulder wound inflicted by an overzealous assassin who tried to take John out before the bounty went official. Wick begs the doctor to patch him up, and he does, even pointing John to some medicine for the pain. But before Wick leaves, the doctor asks John to shoot him twice, to make it seem as if Wick coerced him into helping him. The doctor knows it is near impossible to stay neutral in the culture wars; if you’re not on one side you’re on the other. Ask Maggie Haberman.

John calls in a marker from a woman known as the Director (Anjelica Huston). She runs a ballet theater called the Ruska Roma that doubles as some sort of training ground for assassins; it’s implied that Wick learned his trade there. Once again, the blind loyalty to this marker system perpetuates a cycle of violence. Huston would rather not be involved, admonishing Wick, “You honor me by bringing death to my front door.”

Wick retorts in Russian, “I am a child of the Belarus. An orphan of your tribe. You are bound to help me.” He explicitly evokes the tribalism inherent in humans, the us vs. them impulse that social media amplifies. And then, in English, “You are bound, and I am owed.” The particular power of tribalism is the near impossibility of being neutral; to not pick any side is to be against everyone. The Director succumbs.

The face you make when your friend tags you into his or her online battle and you just want to watch YouTube

You were at my wedding Denise

As she walks him through the backstage training area of the theater, where other young assassins are in training, she says, “You know when my pupils first come here, they wish for one thing. A life free of suffering. I try to dissuade them from these childish notions but as you know, art is pain. Life is suffering.” As she says this, a ballerina pulls a toenail off. Social media is suffering, she is saying, but Wick is already in too deep.

She walks him past a bunch of men wrestling on the ground, future John Wicks in training.

She continues, “Somehow, you managed to get out. But here you are, back where you began. All of this, for what? For a dog?”

“It wasn’t just a dog,” he replies.

“The High Table wants your life. How can you fight the wind? How can you smash the mountains? How can you bury the ocean? How can you escape from the light? Of course you can go to the dark. But they’re in the dark, too.”

Huston is saying that the only way to avoid the darkness of social media is to avoid it, but, as he says, it wasn’t just a dog. She points him to the path out of the outrage cycle, nothing that it’s not a game you can win (How can you fight the wind? That is, there’s always another faceless troll.), but for Wick it’s a matter of honor.

She cashes in his marker, acceding to his request for safe passage to Casablanca.

Enter Taylor Mason. Err, sorry, the Adjudicator, played by Asia Kate Dillon. Employed by the High Table, she informs both Winston of the NY Continental and another character nicknamed the Bowery King (Laurence Fishburne) that they must abdicate their positions in seven days for having aided Wick in killing Santino (in John Wick 2).

If you’re a liberal, the Adjudicator is like the conservative government officials who’ve continually accused social media platforms of an anti-conservative bias, or the both-sides-ism of the media. If you’re a conservative, the Adjudicator is some metaphor for the liberal media, punishing social media platforms for anything other than absolute conformity to liberal narratives. Sometimes, when Twitter works itself into a rage at another NYTimes headline that isn’t tough enough on Trump, I think of the Adjudicator as the public, holding the newspaper to account for its failure to answer to the collective public High Table.

In Casablanca, Wick calls on another friend, Sofia (the ageless Halle Berry making a nice pair with the ageless Keanu), with whom he cashes in yet another marker. She, like The Director earlier, is not happy to be pulled into Wick’s personal battles. Sofia runs another branch of the Continental, so essentially Wick has fled one tech platform for another that feels obligated to shelter him. He may be excommunicado from the NY Continental, but he once came to Sofia’s aid, and she owes him.

“You do realize that I’m management now, right? I’m not service anymore, John, so I don’t go around shooting people in the head,” Sofia notes. She’s essentially a tech platform executive now, trying to avoid getting pulled into social media battles.

“Look, I made a deal when I agreed to run this hotel, and that deal said I had to follow the rules of the High Table,” she says. “If I make one mistake, one enemy, maybe somebody goes looking for my daughter.”

Sofia faces the risk of being doxxed and having some nutjobs go after her children. Years ago, John helped get Sofia’s daughter out of this dangerous world, and Sofia doesn’t know where she’s been shepherded. She doesn’t want to know because she knows it would put her daughter back in harm’s way.

“Because sometimes you have to kill what you love.” Sofia speaks for all those who keep their opinions to themselves online because the cost of being cancelled just isn’t worth the cost of being attacked by the mob. If she stays in the game, she will be pulled into vicious battles she wishes no part of. But in removing herself from social media, she loses out on some of the benefits they offer, like the chance to communicate with family and friends, in her case her daughter. Long ago she chose exit.

Meanwhile, in Manhattan, the Adjudicator visits a sushi stand and calls on the chef and his crew to help enforce penalties against Wick and all who aided him. The chef, named Zero, agrees. He is, like seemingly everyone in this world, an assassin, just as social media turned all of us into soldiers in the culture wars. Zero and his team seem willing to serve the High Table no matter what they demand; like most people, the lure of participating in an online mob is a form of universal human bloodlust. They can also stand in for platform moderators, trying to implement social network speech policies as best as they can.

First they visit the Director at the Ruska Roma. The Adjudicator confronts her over helping Wick despite his excommunication.

Huston defends herself. “He had a ticket.”

The Adjudicator will hear nothing of it. “But a ticket does not stand above the Table.”

Zero runs a blade through the Director's clasped hands as penalty.

Time and again, the John Wick mythology points to the seeming futility of the defending one’s values on social media. The price of picking a side is always to suffer egregious violence from the other side with seemingly no real winners, or to be have one's hands slapped by the platforms (or in this case, pierced with a sword).

Sofia takes Wick to meet her former boss Berrada, as he requests. Berrada runs a mint to manufacture the gold coins and markers that the assassin world operate on.

“Now this coin, of course, it does not represent monetary value. It represents the commerce of relationships, a social contract in which you agree to partake. Order and rules. You have broken the rules. The High Table has marked you for death.” Berrada describes both the way in which platforms turned our relationships into business arrangements (“commerce” and “contract”), the artificiality of their power—the order and rules are ones the platforms made up—and their power to deplatform or ban anyone who sign the user agreements.

Berrada asks Wick if he knows the etymology of the word assassin.

Berrada explains: “But others contend it comes from asasiyyun. Meaning ‘men who are faithful and who abide by their beliefs.’” The Wick Universe, populated with assassins murdering each other in an endless cycle of retribution, is a proxy for the users on social media who cannot stand by idly while others infringe upon their beliefs.

Wick asks Berrada how to find the Elder, the one who sits above the High Table. Berrada directs him to wander into the desert and hope that the Elder finds him.

Before Sofia and John can leave, however, Berrada demands something from Sofia in exchange for the favor. In face, he says he will keep one of Sofia’s two dogs, who accompany her everywhere. Again, the dog symbolizes a person’s most sacred values. On social media, we are always being forced by tribal battles to give up some of our values in order to stay out of harm’s way. This time, Sofia refuses.

Berrada shoots one of the dogs, but it is wearing a bulletproof vest (hey yo social media wars are vicious you can never be too cautious). Sofia huddles over her dog, then draws a handgun hidden under its vest.

John sees what she is doing and urges her, “No.”

But it’s too late. The thing about social media is that it takes just one savage troll to put us on tilt. Sofia shoots Berrada in the leg, and just like that she’s back in the culture wars.

After she and her dogs and John kill off Berrada’s nearby henchmen, she walks over to Berrada and considers shooting him in the head.

“Sofia, don’t,” urges John.

She shoots him in the knee instead. “He shot my dog.”

“I get it,” he replies, in the funniest line in the film. Anyone who has dealt with an online mob empathizes with friends when they fall under attack and go berserk in response.

When you know you should just mute and block and walk away, but damn, that SOB shot your dog

Sofia, John, and the dogs fight their way out of the facility, killing several dozen men along the way in the most elaborately violent ways possible, evoking the almost casual cruelty of online warfare. They steal a car and drive out to the desert where Sofia abandons John to his search for the Elder. He wanders through the desert in his suit, without any water, a user de-platformed.

Damn, I got booted off Twitter and Facebook

In Manhattan, the Adjudicator and her sushi chef moderators visit the Bowery King and make him pay penance for the seven bullets he gave John Wick with seven knife cuts to the chest.

In the desert, John collapses from exhaustion but is saved and brought to the Elder. John asks him for a chance to reverse his excommunication. The Elder offers him a deal: Wick must assassinate Winston, head of the Manhattan Continental hotel, and then serve the rest of his days under the High Table doing what he does best, assassinating people.

This is the Faustian bargain for being on these social media platforms. Drive engagement for them and play by their rules, whatever those are, or be excommunicated from them. John either stays an assassin, suffering a lifetime of fighting other people on social media, or he can remove himself from the platforms entirely.

“I will serve. I will be of service,” John says. To prove his fealty, he cuts off his wedding ring finger. We’ve all seen people lash back at trolls only to be banned themselves. The loss of Wick’s ring finger represents those values we compromise when playing by social media platform’s arbitrary moderation rules. Who among us hasn’t emerged from some online tussle feeling like we lost a finger ourselves, gave up some part of our humanity?

Oh boy, here come’s dat online mob!

Back in Manhattan, John has to fight his way past Zero and his henchmen to reach the Continental. Just as Zero is about to kill him, John puts his hand on the front steps of the Continental. Charon appears and tells Zero to lower his weapon. Again, the platform rules are the rules: no assassination on hotel grounds.

Inside, John and Zero sit in the lobby together and have a chat. Zero fanboys over having met the legendary John Wick, even while noting he’s more of a cat person. Nothing epitomizes the often arbitrary tribal battles online better than the fight between cat and dog people.

You like dogs? I guess we have to kill each other.

Many people have described the feeling of meeting someone in real life who they despise online and finding they get along better than they would’ve imagined. While it’s not always the case, the disembodied world of social media tends to amplify divisions. The John Wick films portray this multiple times; in every film, John has a moment where he and someone trying to assassinate him stop to share a cordial drink on Continental grounds before resuming their fight to the death a short while later.

If only we’d met offline rather than on Twitter, we might be friends!

Isn’t screaming at each other online productive?

Wick gets his meeting with Winston, who tells John that killing him will not honor his wife’s memory but simply return him to a state of subservience to the High Table. The Adjudicator joins them and asks if Winston will step down (reminiscent of the calls for CEOs like Zuckerberg and Dorsey to step down from their posts) and whether John will kill Winston. Both of them refuse, so the Adjudicator calls the home office and has the Manhattan branch of the Continental deconsecrated.

Blame me all you want for running this platform, but it’s just human nature John. I can’t fix that!

Of course, this now means that assassination can be carried out on hotel grounds, but also that John can now partake in hotel services, namely a visit to the gun sommelier.

“Let’s see, I’m going to need the ability to tag some mofos, and also to quote tweet their asses”

“Let’s see, I’m going to need the ability to tag some mofos, and also to quote tweet their asses”

What ensues is what film critics love to refer to as an “orgy of violence,” (has there every been an “orgy of peace”?) though in this case, as the carnage is accompanied by Vivaldi’s Four Seasons, perhaps a symphony of violence is more fitting (again, why never a “concerto of violence”?). Charon, hotel staff, and John move about the hotel fighting off an army of High Table forces clad in such heavy armor that they seem impervious to bullets, almost like an army of online bots swarming their target.

The whole time, Winston hides in a secure vault, sipping a martini, emblematic, in many people's minds, of social media execs working from their cushy offices while users rip each other to shreds on their platforms.

Wow, Trump just declared war on Twitter!

Oh well!

Oh well!

John survives, as usual, dispatching everyone who comes after him. The Adjudicator calls Winston and asks for a parley on the rooftop of the Continental, where John eventually arrives. Winston asks the Adjudicator for forgiveness and offers his ongoing loyalty to the High Table. The Adjudicator agrees to reconsecrate the Continental and restore Winston as manager, but then she turns to John and asks Winston what is to be done of the titular assassin. Winston replies by shooting Wick repeatedly in the chest and knocking him off the roof of the Continental, where he falls several stories to the alley below, bouncing off a few fire escape railings and awnings in the process. Ah, those platforms, they're always liable to turn on you.

Wick is not dead, as you’d expect. The Adjudicator, on the way out of the hotel, peeks in the alley, where Wick’s body is nowhere to be found. He has, we discover, been brought to the Bowery King, now maimed by all those knife wounds ordered by the Adjudicator.

What outlook does John Wick offer us on the state of the online discourse moving forward? Is there any hope for relief? The end of the film isn’t optimistic.

Laurence Fishburne says to Wick, lying there in a bloody heap on the ground: “So, let me ask you John, how do you feel? Because I am really pissed off. You pissed, John? Hmm? Are you?”

John Wick strains to lift his bloodied head off the ground to look Fishburne in the eyes. “Yeah.”