当经济景气的时候,公司很容易保持慷慨的做派。
在我们刚刚步入现代科技时代的时候,谷歌(Google)之所以能够打出知名度,不仅是因为它拥有最优秀的搜索引擎,还因为它为用户提供免费的电子邮箱,邮箱的存储空间超过了其他任何竞争对手。Dropbox则提供免费的云存储空间,亚马逊(Amazon)为超过25美元的商品免除运费,Uber和Lyft则竞相提供价格最低的叫车服务。
如今,随着经济形势的逆转,我们看到情况正在发生变化。全球政治不确定性、通货膨胀和低利率结束以及其他诸多因素的影响,使硅谷纷纷选择了大规模缩减开支。其结果就是裁员、产品线被取消、支出减少,甚至放弃了曾经很重视的收购。
最终的结果就是,科技行业倡导和平、爱与免费的时代结束,我们开始进入所谓的“大压榨”时代。从Netflix到Reddit再到推特(Twitter),种种迹象表明,科技公司表面上无限慷慨的时代正在快速终结。
我们看到一种新趋势正在兴起,例如科技巨头纷纷想方设法改变以前免费的做法,提高价格,并从现有客户身上赚到更多的收入。
Netflix的密码共享困境
Netflix禁止密码共享引起了广泛争议,这或许最生动地体现了科技公司如何被用户压榨,并反过来压榨用户。
1997年, Netflix在创立之初所宣扬的观点是,它不会像Blockbuster和其他视频商店一样收取逾期费用。十年后,Netflix推出了现代流媒体模式的雏形Watch Instantly,并且有意识地对密码共享的行为视而不见,允许用户随意分享账户的访问权限。
2016年,在被投资者问到打击这种行为的可能性时,Netflix的创始人及时任首席执行官里德·黑斯廷斯说:“我们对当前的状况很满意。”
在出现问题之前确实如此。尤其是2022年,面对日益激烈的竞争,Netflix的订阅用户数量减少,经济环境变得更残酷,而恢复现场办公的趋势使人们看电视的时间减少,因此Netflix遭遇了巨大困境。于是,今年2月,Netflix采取了之前人们难以想象的做法,开始对在多个家庭中使用的账号收费。Netflix首先针对葡萄牙、西班牙、加拿大和新西兰的“白嫖党”们采取了行动,几个月后,美国的部分用户也难以幸免。
实际上,这项举措卓有成效:虽然此举引起了一些人的不满,但自从开始执行这些措施之后,Netflix的订阅用户数量快速增长。Netflix用一种温和但坚定的方式从客户身上榨取价值,并且取得了成功。
Meta和推特虽然与Netflix的业务截然不同,但从它们最近对颇受欢迎的认证标志进行收费的做法中,我们也可以看出类似的想法。这两个平台的认证标志曾经仅向特定用户免费发放。
Meta和推特均承诺付费用户除了获得认证标志以外,还能够享受到其他福利(Meta认证用户可以获得更优质的客户支持;Twitter Blue用户能够发布可以编辑的推文和广告更少)。最明显的是,推特甚至禁用了用户基于短信的双因素认证,用户必须每个月为Twitter Blue额外付费8美元才能够享受到这项重要的安全功能。
这种压榨行为能否像在Netflix取得的效果一样,给社交媒体公司带来回报,目前仍然是一个未知数,但这些行为背后都有相同的原因。这两家社交媒体公司获取广告收入的难度增加,而且收入增长也大不如前,因此它们需要新收入流。
如果你对这种行为感到恶心,或许是因为你想起了上一次坐飞机的体验。想托运行李?请额外付费。想要飞机餐?需要额外付费。想要更大的伸腿活动空间?也要额外付费。
请记住,对基于广告的互联网服务,你允许服务提供商向你投放定向广告,就代表你已经为此支付了代价。
互联网行业内部同样面临压力
一个不太明显但显然影响更加深远的迹象是,软件开发者与推特或Reddit等服务之间的关系。这两家公司都曾经鼓励开发者开发工具提升其用户体验,甚至直接取代它们自己的应用程序和网站。
多年来,推特与开发者的关系时好时坏,但一直以来,Block Party和Tweetbot等应用程序在该平台上建立了繁荣的生态系统。Reddit用户可以通过Reddit Is Fun和Apollo等非官方应用程序访问该网站,当然这获得了Reddit的批准。
但过去几个月,形势急转直下。在埃隆·马斯克的领导下,推特大幅提高了应用程序编程接口(API)的价格,并取消了免费API,这实际上摧毁了整个开发者生态系统。API支持不同应用程序之间通信。Block Party彻底离开了推特生态系统,而Twitterrific和Tweetbot等热门应用程序则向用户提供退款(但它们建议用户考虑不进行退款,以协助支付他们关停服务的成本)。
Reddit在今年6月的早些时候也采取了类似的做法,结果在该网站引起了用户的激烈反弹,目前混乱仍未平息。Reddit的首席执行官及联合创始人史蒂夫·霍夫曼称,公司之所以决定突然停止允许开发者免费使用该网站的API,是受到了马斯克的启发。Apollo的开发者称,Reddit政策调整之后,其每年维持应用程序运行的成本高达2,000万美元。毫不夸张地说,Reddit用户做出了非常激烈的反应。
值得注意的是,马斯克和霍夫曼都提到,其API被用于训练人工智能系统,比如OpenAI的ChatGPT等,却没有得到任何报酬。此外,据称,Reddit和推特在决定提高API价格之前,都遭遇了广告销售收入增速下滑。
无论如何,事实依旧是:曾经免费的服务变成了付费服务,用户和开发者都有切身体会。至少在目前,我们唯一能够做的显然就是逐渐习惯这种变化。(财富中文网)
译者:刘进龙
审校:汪皓
当经济景气的时候,公司很容易保持慷慨的做派。
在我们刚刚步入现代科技时代的时候,谷歌(Google)之所以能够打出知名度,不仅是因为它拥有最优秀的搜索引擎,还因为它为用户提供免费的电子邮箱,邮箱的存储空间超过了其他任何竞争对手。Dropbox则提供免费的云存储空间,亚马逊(Amazon)为超过25美元的商品免除运费,Uber和Lyft则竞相提供价格最低的叫车服务。
如今,随着经济形势的逆转,我们看到情况正在发生变化。全球政治不确定性、通货膨胀和低利率结束以及其他诸多因素的影响,使硅谷纷纷选择了大规模缩减开支。其结果就是裁员、产品线被取消、支出减少,甚至放弃了曾经很重视的收购。
最终的结果就是,科技行业倡导和平、爱与免费的时代结束,我们开始进入所谓的“大压榨”时代。从Netflix到Reddit再到推特(Twitter),种种迹象表明,科技公司表面上无限慷慨的时代正在快速终结。
我们看到一种新趋势正在兴起,例如科技巨头纷纷想方设法改变以前免费的做法,提高价格,并从现有客户身上赚到更多的收入。
Netflix的密码共享困境
Netflix禁止密码共享引起了广泛争议,这或许最生动地体现了科技公司如何被用户压榨,并反过来压榨用户。
1997年, Netflix在创立之初所宣扬的观点是,它不会像Blockbuster和其他视频商店一样收取逾期费用。十年后,Netflix推出了现代流媒体模式的雏形Watch Instantly,并且有意识地对密码共享的行为视而不见,允许用户随意分享账户的访问权限。
2016年,在被投资者问到打击这种行为的可能性时,Netflix的创始人及时任首席执行官里德·黑斯廷斯说:“我们对当前的状况很满意。”
在出现问题之前确实如此。尤其是2022年,面对日益激烈的竞争,Netflix的订阅用户数量减少,经济环境变得更残酷,而恢复现场办公的趋势使人们看电视的时间减少,因此Netflix遭遇了巨大困境。于是,今年2月,Netflix采取了之前人们难以想象的做法,开始对在多个家庭中使用的账号收费。Netflix首先针对葡萄牙、西班牙、加拿大和新西兰的“白嫖党”们采取了行动,几个月后,美国的部分用户也难以幸免。
实际上,这项举措卓有成效:虽然此举引起了一些人的不满,但自从开始执行这些措施之后,Netflix的订阅用户数量快速增长。Netflix用一种温和但坚定的方式从客户身上榨取价值,并且取得了成功。
Meta和推特虽然与Netflix的业务截然不同,但从它们最近对颇受欢迎的认证标志进行收费的做法中,我们也可以看出类似的想法。这两个平台的认证标志曾经仅向特定用户免费发放。
Meta和推特均承诺付费用户除了获得认证标志以外,还能够享受到其他福利(Meta认证用户可以获得更优质的客户支持;Twitter Blue用户能够发布可以编辑的推文和广告更少)。最明显的是,推特甚至禁用了用户基于短信的双因素认证,用户必须每个月为Twitter Blue额外付费8美元才能够享受到这项重要的安全功能。
这种压榨行为能否像在Netflix取得的效果一样,给社交媒体公司带来回报,目前仍然是一个未知数,但这些行为背后都有相同的原因。这两家社交媒体公司获取广告收入的难度增加,而且收入增长也大不如前,因此它们需要新收入流。
如果你对这种行为感到恶心,或许是因为你想起了上一次坐飞机的体验。想托运行李?请额外付费。想要飞机餐?需要额外付费。想要更大的伸腿活动空间?也要额外付费。
请记住,对基于广告的互联网服务,你允许服务提供商向你投放定向广告,就代表你已经为此支付了代价。
互联网行业内部同样面临压力
一个不太明显但显然影响更加深远的迹象是,软件开发者与推特或Reddit等服务之间的关系。这两家公司都曾经鼓励开发者开发工具提升其用户体验,甚至直接取代它们自己的应用程序和网站。
多年来,推特与开发者的关系时好时坏,但一直以来,Block Party和Tweetbot等应用程序在该平台上建立了繁荣的生态系统。Reddit用户可以通过Reddit Is Fun和Apollo等非官方应用程序访问该网站,当然这获得了Reddit的批准。
但过去几个月,形势急转直下。在埃隆·马斯克的领导下,推特大幅提高了应用程序编程接口(API)的价格,并取消了免费API,这实际上摧毁了整个开发者生态系统。API支持不同应用程序之间通信。Block Party彻底离开了推特生态系统,而Twitterrific和Tweetbot等热门应用程序则向用户提供退款(但它们建议用户考虑不进行退款,以协助支付他们关停服务的成本)。
Reddit在今年6月的早些时候也采取了类似的做法,结果在该网站引起了用户的激烈反弹,目前混乱仍未平息。Reddit的首席执行官及联合创始人史蒂夫·霍夫曼称,公司之所以决定突然停止允许开发者免费使用该网站的API,是受到了马斯克的启发。Apollo的开发者称,Reddit政策调整之后,其每年维持应用程序运行的成本高达2,000万美元。毫不夸张地说,Reddit用户做出了非常激烈的反应。
值得注意的是,马斯克和霍夫曼都提到,其API被用于训练人工智能系统,比如OpenAI的ChatGPT等,却没有得到任何报酬。此外,据称,Reddit和推特在决定提高API价格之前,都遭遇了广告销售收入增速下滑。
无论如何,事实依旧是:曾经免费的服务变成了付费服务,用户和开发者都有切身体会。至少在目前,我们唯一能够做的显然就是逐渐习惯这种变化。(财富中文网)
译者:刘进龙
审校:汪皓
It’s easy to be generous when times are good.
At the beginning of the modern tech era, Google made its name by not only having the best-ever search engine, but by giving its users free email with more storage than any other competitor. Similarly, Dropbox gave out free cloud storage, Amazon offered free shipping for orders over $25, and Uber and Lyft raced to be the cheapest car services around.
Now, we’re starting to see what happens when the music stops. The combination of global political uncertainty, inflation, the end of low interest rates, and a million other factors besides has resulted in a grand belt-tightening across Silicon Valley. That’s resulted in layoffs, canceled product lines, reduced spending, and even the divestment of once-prized acquisitions.
The net result: the end of tech’s era of peace, love, and freebies—and the beginning of what you might call the Big Squeeze. From Netflix to Reddit to Twitter and beyond, the signs are everywhere that the days of seemingly unlimited tech largesse are rapidly coming to an end.
In its place, we’re seeing the rise of a new trend, as tech giants increasingly search for ways to charge for things that used to be free, hike prices, and generally make more money from their existing customers quickly.
Netflix’s password-sharing dilemma
The swirling controversy around Netflix’s password-sharing crackdown is probably the most visible example of the ways tech is getting squeezed, and then squeezing in turn.
Netflix’s whole pitch, back when it launched in 1997, was that unlike Blockbuster and other video stores, it didn’t charge late fees. A decade later, Netflix offered Watch Instantly, the first incarnation of the modern streaming model—and consciously turned a blind eye to password sharing, letting its users go wild giving access to their account to whomever they pleased.
“We’re doing fine as it is,” Netflix founder and then-CEO Reed Hastings said in 2016, when investors asked about the possibility of cracking down on the practice.
That was true, right up until it wasn’t. Last year was particularly rough for the streaming giant, as it shed subscribers amid increased competition, a tougher economy, and a return-to-office world that suddenly had less time to watch TV. And so, in February of this year, Netflix started to do the previously unthinkable, as it started to charge for accounts used in multiple households. The company went after freeloaders in Portugal, Spain, Canada, and New Zealand, and a few months later extended the move to the U.S.
The thing is that it worked: Despite all the grumbling, Netflix subscriptions spiked in the immediate aftermath of the crackdown. The company squeezed its customers out gently, but firmly, and won.
While their businesses are very different from Netflix’s, you can also see this sort of thinking in Meta’s and Twitter’s recent moves to charge users for a coveted verification mark, a digital ornament that was once free but available only to certain users.
In both cases, Meta and Twitter are promising new benefits for paid subscribers beyond the check mark (better customer support for Meta Verified subscribers; editable tweets and fewer ads for Twitter Blue users). Perhaps more starkly, Twitter went so far as to disable its users’ SMS two-factor authentication, an important security practice, unless they paid an extra $8 per month for Twitter Blue.
It remains to be seen if this kind of squeeze will pay off for the social media companies as well as it has for Netflix, but it comes from the same place. With advertising revenues harder to come by, and growth not what it once was for either company, new revenue streams are needed.
If you’re feeling queasy it’s probably because you’re thinking of the last time you got on an airplane. Want to check a bag? Pay extra. Something to eat? That’s extra. More legroom? Also extra.
And remember, when it comes to advertising-based internet services, you’re already paying your way by allowing yourself to be targeted with ads.
The internet’s plumbing is getting squeezed out, too
A less obvious, but arguably more impactful, sign of this squeeze is what’s happening with the relationship between software developers and services like Twitter or Reddit. Both companies encouraged developers to build tools that either enhanced the user experience, or even that outright replaced their own apps and websites.
Twitter’s relationship with developers has had its ups and downs over the years, but the platform has long hosted a flourishing ecosystem of apps like Block Party and Tweetbot. Reddit users, meanwhile, have had the option of browsing the site through unofficial mobile apps like Reddit Is Fun and Apollo, with the benevolent approval of Reddit itself.
Over the past several months, though, that’s changed dramatically. Under Elon Musk, Twitter dramatically hiked prices for its API—short for application programming interface, the connector that lets apps “talk” to each other—and cut off the free tier, effectively killing off its entire developer ecosystem. Block Party left the Twitter ecosystem entirely, while popular apps Twitterrific and Tweetbot offered its users refunds (but asked them to consider not taking one, to help cover costs as they shut down).
Reddit followed a similar path earlier this month, spurring a dramatic user uprising across the site that’s still ongoing. Steve Huffman, the CEO and cofounder of Reddit, has cited Musk as an inspiration behind the company’s decision to suddenly stop allowing developers to tap into the site’s API for free. The developer of Apollo said that running his app would cost $20 million a year after the changes. The reaction from Reddit users has been ugly, to say the least.
Notably, both Musk and Huffman have cited the notion that their respective APIs are being used to train A.I. systems like OpenAI’s ChatGPT without remuneration. Also notably, both Reddit and Twitter are said to have hit ad sales slowdowns ahead of their respective decisions to hike API prices.
Either way, the fact remains: Something that was free is now paid, with users and developers the ones to really feel the squeeze. And at least for now, it seems clear that the only thing to do is get used to it.