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0 pointsadventured2y ago0 comments

> But hooooly crap does it underscore how much of a catastrophe Musk’s actions are

I think that pretty much nails it. This is Zuckerberg's life - social media & nearby segments - and he's still in his prime (very active, attentive to threats / paranoid) as a competitor in the business sphere. If you give him an opening to cripple Twitter opportunistically, he's going to take a shot.

Did Musk think Twitter actually had a moat (thus he didn't have to be overly concerned with his actions promptly sinking the ship)? It would be hilariously delusional if so.

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photonerd2y ago

> Did Musk think Twitter actually had a moat

It kind of did, just by network effects, but he’s spent the last 6+ months systematically filling it in. This last weekend might be the walls crumbling down

data-ottawa2y ago

Twitter was great because you could broadcast and get picked up by news orgs and viewed by everyone for years. And it didn’t need a CRM or IT staff to deal with, just someone with a phone.

Now that that’s over it can’t meet the needs of services like my local power company pushing updates.

dragonwriter2y ago

> Did Musk think Twitter actually had a moat (thus he didn't have to be overly concerned with his actions promptly sinking the ship)?

I don’t think he cared [0], because he’s always wanted to gut Twitter and remake it as a a very different service that is not really in the same market (very different substantive functions and revenue model.)

On the other hand he seems to have very not-evidence-based and turns-out-to-be-wrong-at-every-step map of how to get from a ad-supported microblogging platform to a user-pays long-form-content-and-financial-services platform.

[0] It did, through network effexts, but his plans were incompatible with focussing on preserving it.

abledon2y ago

> Did Musk think Twitter actually had a moat

Yes, first mover advantage. I don't think normal non-technically inclined people are going to move their twitter activities to "Threads".

dragonwriter2y ago

> I don't think normal non-technically inclined people are going to move their twitter activities to "Threads".

Normal, non-technical users (including the key ones that produce a lot of content that other people come for) are often already on Instagram, and many are moving more of their presence their recently even without a Twitter-like UI in response to changes on Twitter. So, that’s something Meta can leverage to build Threads if they manage it well.

abledon2y ago

Place your bets here https://manifold.markets/Alice/will-threads-have-more-daily-...

ChatGTP2y ago

Did Musk think Twitter actually had a moat (thus he didn't have to be overly concerned with his actions promptly sinking the ship)? It would be hilariously delusional if so.

Of course it had a moat, wow.

j / k navigate · click thread line to collapse

0 comments

photonerd2y ago

> Did Musk think Twitter actually had a moat

It kind of did, just by network effects, but he’s spent the last 6+ months systematically filling it in. This last weekend might be the walls crumbling down

data-ottawa2y ago

Twitter was great because you could broadcast and get picked up by news orgs and viewed by everyone for years. And it didn’t need a CRM or IT staff to deal with, just someone with a phone.

Now that that’s over it can’t meet the needs of services like my local power company pushing updates.

dragonwriter2y ago

> Did Musk think Twitter actually had a moat (thus he didn't have to be overly concerned with his actions promptly sinking the ship)?

[0] It did, through network effexts, but his plans were incompatible with focussing on preserving it.

abledon2y ago

> Did Musk think Twitter actually had a moat

Yes, first mover advantage. I don't think normal non-technically inclined people are going to move their twitter activities to "Threads".

dragonwriter2y ago

> I don't think normal non-technically inclined people are going to move their twitter activities to "Threads".

abledon2y ago

Place your bets here https://manifold.markets/Alice/will-threads-have-more-daily-...

ChatGTP2y ago

Did Musk think Twitter actually had a moat (thus he didn't have to be overly concerned with his actions promptly sinking the ship)? It would be hilariously delusional if so.

Of course it had a moat, wow.

j / k navigate · click thread line to collapse