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Chronicles

The story behind the story

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Sensor Tower: TikTok Now, the BeReal clone debuted on September 18, is in the top 10 social networking apps in 39 countries and the top 100 apps in 24 countries

The Verge Mia Sato

Context & Ripple Effects

ByteDance is answering BeReal's authenticity-photo format with a copy rather than an acquisition: TikTok Now launched on September 18 and, per Sensor Tower, sits in the top 10 social networking apps in 39 countries and the top 100 overall in 24 countries within days. The clone leverages the same distribution engine that made TikTok the world's most downloaded app in Q1 2021 with 3.5B all-time installs.

The timing matters because TikTok had just lost the download crown: Instagram's Q4 2021 surge made it the most downloaded app globally for the first time since 2014. A fast-climbing companion app gives ByteDance a second chart presence to defend its install lead.

First-order effects

  • BeReal now competes against its own format backed by TikTok's install base, with TikTok Now outranking it across 39 countries' social charts less than a week after launch.
  • TikTok gains a fresh vector into the top-100 overall rankings in 24 countries, adding downloads beyond the core app.

Second-order effects

Third-order effects

  • If incumbents keep neutralizing viral formats with same-year clones, standalone social apps face a structurally shorter window between breakout and commoditization — the moat shifts from inventing a format to owning distribution.
  • App-store chart positions increasingly reflect platform families rather than single apps, making multi-app portfolios like ByteDance's the unit of competition for top-of-chart visibility.

The trend: Major platforms are absorbing viral social formats through rapid clones distributed at existing scale, compressing the runway available to standalone social apps like BeReal.

Discussion

  • @hamburger Ellis Hamburger on x
    Truly surprised tiktok feels threatened by this https://www.theverge.com/...
  • @juliancomeau @juliancomeau on x
    tiktok pulling an instagram by stealing bereal is full circle
  • @jae__lii Jae on x
    In all seriousness, why would companies invest in these social apps when they can be cloned in a week by big companies. But I don't mean like Reels where it's a trainwreck. https://twitter.com/...