“Twitter is a software company” is one of the Musk takes I agree with. Yes, it induces vibes/public square is also true but if you lead with that you get a media company rather than a tech company. Yahoo outcome rather than Google outcome. paulgraham.com/yahoo.html
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Depending on how hard the software pivots (towards a tiktok UX looks like) current social layers of twitter will churn hard. If it goes full tiktok I think like 50-70% will churn off. Current users are text-first. If they were video first they’d already be somewhere else.
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George Hotz would be a very weird and interesting pick for twitter ceo. He kinda beat out Tesla for conceptual lead on autopilot tech. There’s a slim chance a creative pick like that might find an escape route out of what currently looks like a doomed death match.
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Note that comma’s core competency was self-driving with just a smartphone camera. That suggests imaginative video thinking. Elon’s placeholder idea for social is XTikTokTube but a video idea out of left field could disrupt rather than just catch up.
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If so I’d probably quit as a user but be interested in buying the stock if it goes public again.
I’m very text-first/text-only but seems like social growth is increasing video and beyond. Could be that text was twitter’s limiting commitment.
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David Sacks as pitbull ceo servicing Elon’s debt by harvesting current user/advertiser base, Hotz as wildcard CTO wayfinding a video+AI “intelligence agency” new XTikTokTube biz, kinda like Andrej at Tesla 🤔
Not a terrible idea. With goodwill shot to hell nothing more to lose
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I’m mostly just spitballing wild possibilities. Chances of any of this working out given the huge liability of Elon himself…
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