-
LOL Twitter, which is currently most notable for making journalists and neo-Nazis happy, is valued at more than Marvel + Lucasfilm + Pixar.Permalink On twitter.com
❤️ 5 Favorites
Mood +11 🙂
-
Now, call me crazy, but I sincerely doubt that Twitter will ever make as much profit as any ONE of those companies.Permalink On twitter.com
❤️ 2 Favorites
Mood +1 🙂
-
But ok. Tech-suspend-belief time: Twitter and all tech companies have totally fair valuations if: - They learn how to make a profit (tk)...Permalink On twitter.com
❤️ 1 Favorite
Mood +4 🙂
-
- They can scale up without it costing them as much as it costs now, or by making more significant money so profit > scale cost...Permalink On twitter.com
❤️ 1 Favorite
Mood +3 🙂
-
- They, as companies, exist for about the next 50 years while constantly scaling up profitably.Permalink On twitter.com
Mood 0
-
Think about all the assumptions that JUST the last point includes: Because there are so many...Permalink On twitter.com
Mood 0
-
- Product, built as a transient in a transient time, will either remain viable, pivot at a high continual rate, or add features continuallyOn twitter.com
Mood 0
-
- Managing a product in a constant state of change in order to keep up with web trends will never cause costs to exceed profits.Permalink On twitter.com
Mood +2 🙂
-
- The internet won't undergo a radical shift at the level of the radical shift that 10ish years ago made social a Thing.Permalink On twitter.com
Mood 0
-
- Server costs will never rise. - The underlying economics of how profit is made online won't change against their methodology...Permalink On twitter.com
♻️ 1 Retweets
❤️ 1 Favorite
Mood +3 🙂
-
- The platform will continually grow in active users. - No one will cut into their userbase through competition...Permalink On twitter.com
Mood -1 🙁
-
The fundamental assumptions go on and on and most of them are 90% sure to be impossible.Permalink On twitter.com
Mood 0
-
But the fundamental craziness is that these valuations make the assumption that use will go up forever while cost plateaus due to "scale"Permalink On twitter.com
Mood 0
-
Yeah, I'm sure that's never going to go wrong.Permalink On twitter.com
Mood -1 🙁
-
Anyway, re: recode.net/2016/9/26/13062276/disney-won-t-buy-twitter The only people likely to buy Twitter IMO are media companies, because they don't do due diligence.Permalink On twitter.com
❤️ 1 Favorite
Mood 0
-
And also because all media companies firmly believe that Social Media is somehow magicking away profits that would come back If Only X.Permalink On twitter.com
❤️ 1 Favorite
Mood +2 🙂
-
It's fun to think about the inevitable names that won't last the test of time. - VerizonAOLTwitter - TNBC - TwitterYahooMic (TYM)Permalink On twitter.com
Mood +4 🙂