3 ms·

Why?

• SerLava 10y ago
  Heh. The context makes this one-word comment feel less crappy than it should be. Seriously, Disney has no capacity to coexist with Twitter's unique value add. This is bizarre.
  • firebones 10y ago
    Not bizarre. Disney owns ABC and ESPN. Twitter is live-streaming games for the NFL (with numbers growing week over week) and the debates, with the real-time stream right there. I'd take Disney figuring out how to monetize Twitter's MAUs (and maybe even start to grow them again) over any other suitor. Twitter is a media play. It only seems overvalued if you think of it solely from a narrow "online advertising" point of view, or by anchoring them to Facebook's metrics. Disney, or any competent media player, should be able to push the value of those MAUs (which are at a steep discount to Facebook's) higher than any tech buyer. It's the smartest fit out there if they're looking to sell, and if a bidding war emerges, we'll see who really wants to be a player in this emerging hybrid market.