10/ People who think Slack, Snapchat etc. have "stolen" Twitter's business are both right and wrong. Right because it's prima facie true...
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Replying to @vgr
11/ Wrong because it's very incomplete. There's like 10-15 Slack/Snapchat sized businesses left to carve out of the "Twitter continent"
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Replying to @vgr
12/ Examples: Nobody has "pulled a Slack" on "political revolutions" product that's inside Twitter, or the "nascent community" product
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Replying to @vgr
13/ Proposed lifecycle for such sector squatting precorps, which I will call Supernovas
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Replying to @vgr
14/ Why? Supernovas are stars that are too massive to live long. They blow up young, create raw material for plurality of successor entities
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Replying to @vgr
15/ Lifecycle: a gas nebula of raw potential coalesces into a too-big super-entity that burns super fast creating lots of possibilities
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Replying to @vgr
16/ Next, it undergoes gravitational collapse, blows up, creating a life-forming complex soup of atoms of dizzying variety
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Replying to @vgr
17/ This material jets across biz landscape, seeding a population of diverse businesses, public utilities etc. and leaves behind black hole
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