Fairly plausible "twitter is ridiculously profitable, management is terrible" thesis: https://brontecapital.blogspot.in/2016/10/some-comment-on-twitter-buyout-rumours.html …
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Replying to @tubelite
PE mode assumes innovation potential has been tapped out, and it's a cost game. I think most believe we're at top of iceberg.
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Replying to @vgr
Innovation certainly not tapped out. Not saying PE is the way. But they do need to rein in costs, one way or the other.
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Replying to @tubelite
yeah certainly...big part seems to be crazed auteur experiments in crappy old media directions
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late replies I know. But why don't internet cos have the balls to charge $1/mo & start working for users not advertisers
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zero-friction ad-supported models support exponential user growth in initial stages. then it gets baked into platform..
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http://app.net tried. network effect moat of incumbent free service very hard to breach with $1/mo challenger.
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Replying to @tubelite @urstrulymishra
twitter would be entirely uninteresting and forgettable/forgotten with that kind of limited ambition. Think Ello
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I get it wouldn't have grown, but uninteresting? WhatsApp had people pay
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that was because they were not as new as Twitter. More like a cheaper SMS. Substitute rather than new consumption
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twitter is fascinating force because the demand is orders of magnitude higher for 'free' over min viable price
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