30 秒看懂
Kayvon Beykpour 讲述他如何推动停滞的 Twitter 产品组织开始做大胆赌注:把公司不敢动的「圣牛」当成免费路线图,收购进来的创始人领最大的新项目,并给投机项目配上真正相信它的人。他也批评把 Jobs-to-be-Done 和 OKR 执行成宗教、用指标压过判断的做法,并解释为何只做直播的消费级应用一旦被 Facebook 全力复制就难以存活。
- 1圣牛就是免费的路线图Beykpour 从 Twitter 自认为绝对不能改的东西下手:信息流排序、隐藏回复、给推文加注释,一项一项拆。
- 2打磨核心和大胆下注并不对立排序时间线和更好的通知让 Twitter 重新回到用户增长,但这份成功也把组织对任何有风险的新赌注变得更硬。
- 3Twitter 最大胆的赌注,多半是被收购进来的创始人带的Community Notes、Super Follows、Fleets、Communities,都是公司买进来、再给他们空间的创业者在领。
- 4投机项目要配相信它的人从零做出东西已经够难,团队如果根本不信这个想法,只会把项目拖垮。
- 5框架一旦被当成宗教就会失效死盯 DAU,会做出对用户不友好的体验,比如切到倒序时间线大约一天后又被拽回排序信息流。
- 6只做直播的消费级产品并不耐久Periscope 留存一直弱,Facebook 把整建制压到直播视频上之后,独立应用跟不上。
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收购两天后见 Elon,那场对话主要在谈该留住谁
Beykpour first met Elon Musk over FaceTime in the chaotic first days after the takeover, when Scott Belsky recommended him as someone Musk should talk to. A two-hour in-person meeting at Twitter headquarters followed. He was brought in through the back door to avoid rumors, since he had been fired, and Walter Isaacson sat silently at the end of the room throughout.
Beykpour says they never discussed running the company or the layoffs. Instead he shared who he thought were exceptional people at Twitter and brainstormed products. He says he is glad that most of those people are still there and that projects he cared about, including Birdwatch (now Community Notes), Spaces, Communities and creator monetization, kept getting investment.
He found it odd and exciting to see another person with big dreams for Twitter, now able to "do whatever the hell I want" as the owner. Musk even invited him to "just hang out" with a swipe-left or swipe-right choice. Beykpour decided it was time to move on, and it was now Musk's turn to shape the product.
结构调整终于给了他想要的权责,陪产假里却被辞退
Beykpour explains that when Jack Dorsey resigned and Parag Agrawal became CEO, Agrawal quickly fixed what Beykpour considered the company's biggest problem: its functional structure. Heads of consumer product, revenue product, engineering, design and research had to reach consensus, and without a strong tie-breaker, deadlock slowed everything. He argues that a functional organization needs a GM or CEO who resolves conflicts, and Dorsey did not operate that way.
Agrawal moved to a GM structure and promoted Beykpour to GM of consumer, about a month before his paternity leave. While Beykpour was on leave, Musk joined the board, left it and made an offer. The day after Beykpour's family came home from the hospital with their newborn daughter, Agrawal called to let him go, saying Twitter needed different skills from his. That night, Twitter signed a term sheet with Musk.
Beykpour says it took time to come to terms with, especially since he had been optimistic after the reorganization. He sees a silver lining in spending the first year of his daughter's life with his family and avoiding the deal-on, deal-off drama. Lenny adds that a strongly opinionated founder would have put any product leader in an awkward spot, and Beykpour agrees that it was no longer his canvas.
改 Twitter 的文化,是去拆圣牛,而不只是打磨核心
Beykpour calls his first year as head of product one of the hardest of his career, less because of the work than because of the politics and consensus-building. He credits earlier experience as a teenage executive at Blackboard, a public company that had acquired his first startup, for his patience. He says the change became addictive once alignment grew and execution showed results, but that it cannot happen without alignment from the top.
For his first two years the stated strategy was "refine the core", and that focus returned Twitter to user growth through a ranked timeline and better recommendations and notifications. Beykpour says this success calcified the organization's reluctance to take risks. Users were telling the team the product had not changed in eight years, and he wanted to fix the lack of ambition without abandoning what worked.
His method was to treat sacred cows as a built-in roadmap: ranked feeds, the 140-character limit, and the idea that users could not control replies to their own tweets. The "hide replies" feature shows how deep the resistance went. An engineer told a colleague not to work on it because it would be bad for their career, a reaction Beykpour says made his blood boil.
把稳妥优化和投机赌注放进同一个组合,并分清谁上了车
Beykpour stresses that optimizing the core kept paying off, such as when instrumenting onboarding revealed an SMS verification bug that blocked sign-ups in countries like the UAE. His goal was a portfolio in which some bets were low-risk growth work and others added new capabilities. He admits that Twitter never quite got that balance right during his tenure.
On top of momentum and trust with executives, he says repeated storytelling about the vision and why the bets were being made was essential, both internally and externally to users and advertisers. Leaders, he says, must quickly identify who is "on the wagon" or off it. Twitter had neither the structure nor the fortitude to move off-the-wagon people out, which made the change slower, and he sees Musk as the opposite extreme.
最大胆的赌注由被收购的创始人领,投机项目必须配信徒
Beykpour says small acquisitions were an effective way to speed up culture change. Founder types bring urgency and ambition and can still work in a large company. Birdwatch, later Community Notes, was led by Keith Coleman, whose company Twitter had bought. Esther Crawford led Super Follows and tipping, Fleets was run by Mo Oladam, and Communities came from the team from Chroma Labs. Each team got a little silo, and leadership's job was to keep the bet from being suffocated.
He has benefited from this approach himself, since Periscope's acquisition led to him running product. He believes that betting on people and throwing them into the deep end is one of the best ways to drive change, though buying companies is expensive. Community Notes was structured like a seed investment, with the team told not to worry about OKRs.
A pet peeve is staffing projects by availability instead of belief. Under a functional structure, some teams did not even agree that a project like hide replies was worth trying. Beykpour says speculative work should be staffed with people who have the skills and, more importantly, an obsession with the idea, because they will work harder and be more creative.
Jobs-to-be-Done 和 OKR 一旦被当成宗教,指标就会压过判断
Beykpour says he was not a fan of how Twitter used Jobs-to-be-Done, which he found exhausting and unhelpful, and that he was charged with defending it. His critique is that every framework, pushed to its limit and followed religiously, loses nuance. The most charitable view is that it makes you see needs and true alternatives through the customer's eyes, which is just good product thinking.
OKRs can fail the same way. He cites Amazon's order confirmation emails that hide order details as a customer-hostile choice that may serve metrics. At Twitter, a focus on DAU led to a toggle that sent users to a reverse-chronological timeline and then returned them to the ranked feed after about a day because that kept people in the app longer.
He gives two signs that a framework has gone too far: subjectively bad decisions that you would not accept as a user, and bets the organization is disincentivized to pursue. Spaces, for example, needed a live bar at the top of the app that pushed down tweets and ads, hurting DAU in the short term. The answer, he says, is judgment and product taste, along with willingness to adjust the framework.
Periscope 倒下,是因为留存没跟上,只做直播也不耐久
Beykpour tells the story of onboarding every beta user personally, including Kobe Bryant. Kobe commented, "Why the fuck would anyone want to watch someone else stream live?" and, before Beykpour could answer, added that he was joking and thought the app was incredible. Beykpour says he remembers the moment well.
He lists several reasons the app shut down. Growth surged market by market in the US, France, Turkey and the Middle East, but underneath it retention was poor, and the team shipped changes that made it worse. Integration with Twitter took far too long because Twitter was busy with its own roadmap. He also does not believe a generalized, live-only consumer app can be durable, unlike products such as Twitch or Whatnot that focus on a vertical.
Facebook, as he tells it, put hundreds of people on live video, copied the features and paid prominent streamers to stream exclusively. Beykpour sees a pattern in which Twitter spotted Vine, Periscope and Instagram early but botched the follow-through. He says he did not want to repeat that mistake in his own role.
收购来的产品和内部克隆互相对打,会浪费掉好几年
Beykpour says Twitter did believe in video but made a classic mistake: it bought Vine and then competed with it internally by building a separate native video stack. The same happened with Periscope, when Twitter acquired premium live rights to Thursday Night Football and put a separate team and technology stack on it. Eventually, after persistence and table-pounding, the two were integrated, and ESPN and individual users now go live on the same stack.
Asked about copying, he says everyone is shamelessly inspired by others, and the question is whether it is done with taste. Twitter had worked on audio internally under a project called Hydra, and when Clubhouse showed a more right-feeling experience, the team took inspiration and put its own spin on it. Spaces went from a six-person effort to the company's number-one priority, and he says he is proud of the radical execution.
把消费品做精,先当一个不急着评判的狂用户
Beykpour's best advice for building consumer products is to use many products, including those that seem silly, to hone taste about what is superficial, ugly but useful, or beautiful and useful. He says things that seem dumb at first sometimes become very meaningful. He is now building a consumer company with a small team and is not yet ready to say what it is.
In the lightning round he recommends sci-fi and fantasy, noting that Star Trek's teleportation was a metaphor for Periscope. He asks interview candidates about something that failed and something that succeeded, and he names Perplexity as a rare AI consumer product that has retained him. He also mentions his wife's news startup Particle and a first-job lesson from a boss: "When you got nothing to do, sweep."
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