Internet Industry Map
The same product capability can be worth several times more in one industry than another. The industry sets your ceiling—and decides who you're fighting.
- 为什么有些行业里做得再好也长不大
- 各个行业盯的核心指标为什么不一样
- AI 这一轮真正撬动的是哪几块，哪几块没动
From 2000 to now, across PC and mobile, the major industries have largely settled into place. That doesn't mean there's no opportunity—only that opportunity has moved. In mature industries, new entrants break in through efficiency or a niche segment. The growth is in three places: going global, enterprise services, and AI applications.
Each industry watches different metrics
Picking an industry means picking a set of yardsticks. The same feature launch gets measured by completely different numbers in e-commerce versus content.
| 行业 | 核心指标 | 这个指标背后的意思 |
|---|---|---|
| 电商 | GMV、转化率、复购 | 每一步流失都是钱，链路优化是主战场 |
| 内容 | 时长、完播、供给量 | 内容断供比功能不好用更致命 |
| 社交 | DAU/MAU、关系链密度 | 人在这里因为别人也在，产品好坏是次要的 |
| 企业服务 | 续费率、客单价、回本周期 | 能不能续费，比新签多少更能说明问题 |
| 工具 | 付费转化、留存 | 用完即走，要么高频，要么沉淀数据 |
The opening AI creates
What this round really unlocks is any step that used to require manual work at scale. To tell if a direction has potential, look for steps like that inside it.
How to choose
Three filters that weed out most of the shaky directions.
- Stage first, then size. No matter how big a mature industry is, newcomers only get the scraps. Pick a small but still growing direction.
- Pick the one where you have an information edge. The industries you've worked in, the real pain points of people around you—that's where you differ from everyone else. Product methodology anyone can learn; the ins and outs of an industry you can't.
- Figure out whose lunch you're stealing. If the answer is a giant's core business, pick something else. If the answer is "nobody was doing it, because labor cost was too high to make it worth it"—that's the right one.