在Clubhouse待了8分鐘，我把B站股票全賣了

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"Clubhouse，一款最近風靡全球、熱議度爆表的語音社交應用。它已經成了不少互聯網圈和投資圈人士茶餘飯後的談資，如果你是圈內人士，那麼在朋友圈、微博或者知乎等平臺上，應該免不了被這款產品“刷屏”——可能是Clubhouse的使用體驗；可能是在“求碼”、“求邀請”；又或者，在找同路人互相關注Clubhouse賬號。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"聽後即焚的語音羣聊"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"Clubhouse的本質是在線語音羣聊，上線不到一年，目前還比較“傲嬌”：只有iOS而沒有安卓版本，邀請制註冊（每個號一般是2個邀請名額），功能非常簡潔，所有人只能通過“建立房間”進行語音交流，不能打字，也不能發圖或發視頻，並且不能錄播，相當於“聽後即焚”。此外，國內用戶在中國區App Store還不能下載。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"Clubhouse聊天室裏面會有幾種角色：主持人\/管理員、嘉賓（speaker）、嘉賓關注（follow）的聽衆、其他聽衆。從產品功能上看，Clubhouse稱不上有多新穎，中國也有與Clubhouse相似且更早誕生的產品。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"拋開產品本身，它突然大火跟“名人效應”不無關係。2月1日，新晉世界首富馬斯克（Elon Musk）在上面開房聊天，讓Clubhouse火速出圈，引來大量新用戶，還火到了中國，不得不說，馬斯克是名副其實的帶貨網紅。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/49\/fa\/495b7e1d65542714085ce46f73ea15fa.png","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"無論是不是產品經理，不少用戶都熱衷於分享體驗、評價或剖析Clubhouse的產品形態和邏輯。比起產品本身，它所引起的現象與廣泛討論也很有意思。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"關於這款產品的前景，有人認爲它火不過三天，也有人覺得它會是下一個爆款。有人放言國內即將出現大量同類型產品，它是風向標，還會帶來更大的行業變化。但也有人嘲諷這是“硅谷精英的自嗨”，“一碼難求”的邀請制如同現實世界裏的“精英主義”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"此前在eBay上，一個Clubhouse邀請甚至被炒到100美元，閒魚上也一度售價三四百元，不過目前價格已跌至百元內。爲此，還有人專門成立了邀請碼交流互助羣。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"知乎上“Clubhouse 這款社交軟件爲什麼忽然這麼火？”這一問題下，來自知乎達人Feng的高贊回答裏提到，短期來說，Clubhouse火的原因有三點：疫情紅利、邀請制帶來的優越感以及填補美國音頻社交的空白。他認爲Clubhouse很可能搶佔播客市場，而長期發展來看，Clubhouse“可能遇到國內音頻社交App同樣的發展瓶頸，即如何控制社交質量和平衡匿名社交與實名社交。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"有人表示對該應用始終提不起興趣，但也有用戶表示對Clubhouse“已中毒”並曬出“屏幕使用時間”截圖，顯示其在該應用上的一天使用時長已經接近11小時。另外，還有工程師55小時復刻出Clubhouse並在GitHub上開源。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/e5\/b5\/e573d9e8e978e7f2851f51eb331deab5.png","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"Clubhouse背後的聲網"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"無論如何，語音社交賽道確實因Clubhouse得到了從未有過的高度關注。與此同時，Clubhouse被曝其背後的實時音視頻（Real-time Communication，簡稱RTC）服務商是聲網Agora。聲網的股價因此水漲船高，目前已經創下99美元\/股的歷史新高。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"目前聲網官方並未宣佈與Clubhouse的合作關係，僅對外表示“關於Clubhouse不發表任何評論和看法。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"近日筆者在Clubhouse房間裏參加了幾場關於聲網和Clubhouse的討論，其中不乏聲網員工的身影。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"爲什麼是聲網？聲網的優勢是什麼？對於這類被頻頻問起的問題，聊天室裏一位自稱來自聲網的工程師迴應道：“從技術這方面來說主要是因爲起步早。Tony（指 Agora 的創始人兼 CEO 趙斌），大家也知道，他是原來 YY 出身，本身在音視頻行業就有一定的基礎。聲網從 2014 年開始做 RTC，但是像騰訊的 TRTC，還有阿里那些是這兩年纔開始做，儲備上面肯定是聲網的技術要雄厚一點，當然還有我們的友商了，他們也還蠻不錯的。一些國內的 App 爲了防止在‘一棵樹上吊死’，都會用同時接入聲網和其他友商，出故障的時候可以選另外一家來避免風險。對於我們來說，我們肯定要儘量避免給用戶帶來卡頓或類似的體驗，防止我們的量被切給友商，這也是大家相互博弈的過程。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"上述聲網工程師還表示，目前行業競爭還比較激烈，不能說是聲網完全佔主導。“只不過現在因爲只有聲網上市，沒有可以對標的標的，而且Clubhouse火起來，大家對聲網會比較關注。我覺得這個行業本身的空間還是很大的，還有很多可以探索的方向。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"有人關心聲網的成功之道，想了解聲網創立之初如何找準自己的方向，對此，聲網Agora合夥人Tony Wang介紹道：“其實最早期大家並沒有那麼多確定性，沒有人知道音視頻7年後會爆發，聲網最早是趙斌找到的方向，然後我經人介紹認識了他，我們在某個週五的晚上聊了下，聊完之後，基本上一整個週末我就沒睡着覺，因爲我覺得這東西用的地方太多了。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“但那時候硅谷也有很多聲音說聲網做的東西沒用，因爲Google WebRTC也出來了。以後的網絡只會越來越好，4G、LTE、5G......‘你們這東西做出來根本就沒有人會用。’然後我就在思考這是真的嗎？後來我想，不對啊，我就從來沒有見過一條高速公路不堵的，而這些高速公司造的時候肯定都做過計算。所以基本上我覺得大家對體驗的需求是沒有止境的。”Tony Wang說道。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"另外，有人提出，去年Zoom很火的時候曾陷入安全風波，並被指數據流“會經過位於中國的服務器”，聲網作爲一家中國公司，對於用戶數據隱私的安全問題是怎麼考慮的？"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"對此，Tony Wang也做出了幾點解釋：首先聲網嚴格遵守歐盟的GDPR（通用數據保護條例 ）和HIPAA（《健康保險隱私及責任法案》），並不會記錄任何個人身份信息，聲網從一開始就服務全球客戶，所以在這方面做得很仔細。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"其次，聲網是在美國起家，總部位於硅谷，上海也有研發中心。但他亦強調，聲網其實是全球化的公司，並認爲關於總部（headquarter）的說法已經過時了。全球化企業的關鍵在於全球實時網絡，比如大家在利用互聯網和聲網所提供的服務進行實時互動，因此總部的說法將“將會越來越不存在”，更何況經過這一年半之後，因爲疫情員工都更傾向於遠程工作了，因此總部在哪其實並不重要。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在筆者參與的短短兩三場討論裏，有宣稱在這個房間待了8分鐘、把全部持有的bilibili股票都賣了並打算換聲網的，也有說自己“剛剛做空了一點聲網”。還有人發現，知名風投機構a16z的老大Marc Andreessen短暫地進來了下又走了，“因爲他發現都講中文。”而a16z，正是Clubhouse背後的主要資方。"}]}]}