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I think most people underestimate how vulnerable Twitter is to competition. They have no technical moat, and their business decisions may have been a net negat
by cwkoss 5y ago
I think most people underestimate how vulnerable Twitter is to competition.
They have no technical moat, and their business decisions may have been a net negative to users. 95% of their value lies in network effects, and people are fickle. I expect twitter will go the way of Yahoo over the next decade.
- snowwrestler 5y agoTwitter’s moat is speed of new information. It is the fastest way to find out what is going on. That is delivered by a combination of technology, experience design, and network effect. And basically every major competitor has ceded that ground to them. Google had a whole pilot project around real-time search. It only worked because they ingested the Twitter firehose, and when that deal ended, so did Google Real-time Search. Facebook tried to take this on with “going live” video; where is that now? Most platforms like Instagram, YouTube, TikTok, Snapchat, etc. did not even try.