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> I mean it’s such a bizarrely undervalued company. Is it, though? Snap's market cap is $56 billion right now, and they have more MAU than Twitter (~320 millio

> I mean it’s such a bizarrely undervalued company. Is it, though? Snap's market cap is $56 billion right now, and they have more MAU than Twitter (~320 million vs ~220 million).

deleted 4y ago
[deleted]
l-lousy 4y ago
I have NEVER seen an ad on Snapchat because all I do is send pictures and chat. Twitter has a user base that is a lot more engaged and can easily be captured by ads.
- whimsicalism 4y ago
  You are just a millennial, this is why you undervalue Snapchat.
barnabee 4y ago
Twitter is where people who are or will be powerful, influential, or impactful get their information, form their opinions, and often debate really important topics. So I’d agree it’s undervalued in terms of utility if it’s not priced an order of magnitude or more higher than Snap. Whether that value can or should be captured as profit or is a public good, implying Twitter should operate more like a utility or non-profit is another question…
- UncleMeat 4y ago
  I don’t believe I have ever once seen a “debate on really important topics” on Twitter. And that’s even including the unusually large number of professors I follow.
  - garbagetime 4y ago
    Professors must be among the least likely to have such discussions on Twitter.
    - UncleMeat 4y ago
      Well then point me at all of this "debate on really important topics."
      - garbagetime 4y ago
        I can point you toward endless debate by the leaders in my field about topics that are really important in my field, but my field is not itself very important. Someone else will have to point you to the debate on really important topics.
      - andbberger 4y ago
        transit twitter
- adwn 4y ago
  > Twitter is where people who are or will be powerful, influential, or impactful get their information, form their opinions, and often debate really important topics. Anecdotal counter point: I'll be powerful and influential one day, and I'm not using Twitter at all. On a more serious note, I haven't seen any evidence for the claim that powerful people form their opinions from information on Twitter.
  - chii 4y ago
    > I'll be powerful and influential one day, and I'm not using Twitter at all. how would you know you won't be using twitter when you do become powerful?
- mike00632 4y ago
  If you think that 280 characters is thorough intellectual discourse then you're spending too much time on Twitter.
- robonerd 4y ago
  Twitter is where the powerful, influential and impactful people of the world do their best to demystify and demean themselves.
lvl102 4y ago
Twitter is literally the news breaking platform across the world. How much do you think that’s worth? I think it’s worth more than $100B under competent management.
- Ekaros 4y ago
  It might have reach... But does it make money? And can it be made to make money?
  - chii 4y ago
    That's what they said about facebook in the beginning. And that's also the exact same thing they said about facebook acquiring whatsapp.
- aeyes 4y ago
  Around the world? I think you are overestimating Twitter by a large margin. My guess is that in the US Twitter has marketing deals with media outlets which make it a relevant platform to post and consume breaking news in the first place. In other countries I haven't seen a lot of Twitter logos on TV.
  - caymanjim 4y ago
    TV has nothing to do with it. I've never seen a Twitter logo on TV in the US either, except when they're reporting on Twitter as a company. GP wasn't talking about a business relationship between TV networks and Twitter.
  - derefr 4y ago
    The GP means that the journalists at the TV stations are getting their leads on what to cover from Twitter; not that audiences are watching Twitter in place of breaking news.
    - asdff 4y ago
      They probably have a police scanner running too. Should the public have that running as well to listen to all the latest news? IMO there is place for that and most people don't really need up to the second information on things happening hundreds of miles from anywhere they regularly interact with.
JohnWhigham 4y ago
Snap has been on borrowed time for a while. Both Tiktok and FB do what they do only better and with more users.

> I mean it’s such a bizarrely undervalued company. Is it, though? Snap's market cap is $56 billion right now, and they have more MAU than Twitter (~320 million vs ~220 million).

deleted 4y ago

[deleted]

l-lousy 4y ago

I have NEVER seen an ad on Snapchat because all I do is send pictures and chat. Twitter has a user base that is a lot more engaged and can easily be captured by ads.

whimsicalism 4y ago
You are just a millennial, this is why you undervalue Snapchat.

barnabee 4y ago

Twitter is where people who are or will be powerful, influential, or impactful get their information, form their opinions, and often debate really important topics. So I’d agree it’s undervalued in terms of utility if it’s not priced an order of magnitude or more higher than Snap. Whether that value can or should be captured as profit or is a public good, implying Twitter should operate more like a utility or non-profit is another question…

UncleMeat 4y ago
I don’t believe I have ever once seen a “debate on really important topics” on Twitter. And that’s even including the unusually large number of professors I follow.
- garbagetime 4y ago
  Professors must be among the least likely to have such discussions on Twitter.
  - UncleMeat 4y ago
    Well then point me at all of this "debate on really important topics."
    - garbagetime 4y ago
      I can point you toward endless debate by the leaders in my field about topics that are really important in my field, but my field is not itself very important. Someone else will have to point you to the debate on really important topics.
    - andbberger 4y ago
      transit twitter
adwn 4y ago
> Twitter is where people who are or will be powerful, influential, or impactful get their information, form their opinions, and often debate really important topics. Anecdotal counter point: I'll be powerful and influential one day, and I'm not using Twitter at all. On a more serious note, I haven't seen any evidence for the claim that powerful people form their opinions from information on Twitter.
- chii 4y ago
  > I'll be powerful and influential one day, and I'm not using Twitter at all. how would you know you won't be using twitter when you do become powerful?
mike00632 4y ago
If you think that 280 characters is thorough intellectual discourse then you're spending too much time on Twitter.
robonerd 4y ago
Twitter is where the powerful, influential and impactful people of the world do their best to demystify and demean themselves.

lvl102 4y ago

Twitter is literally the news breaking platform across the world. How much do you think that’s worth? I think it’s worth more than $100B under competent management.

Ekaros 4y ago
It might have reach... But does it make money? And can it be made to make money?
- chii 4y ago
  That's what they said about facebook in the beginning. And that's also the exact same thing they said about facebook acquiring whatsapp.
aeyes 4y ago
Around the world? I think you are overestimating Twitter by a large margin. My guess is that in the US Twitter has marketing deals with media outlets which make it a relevant platform to post and consume breaking news in the first place. In other countries I haven't seen a lot of Twitter logos on TV.
- caymanjim 4y ago
  TV has nothing to do with it. I've never seen a Twitter logo on TV in the US either, except when they're reporting on Twitter as a company. GP wasn't talking about a business relationship between TV networks and Twitter.
- derefr 4y ago
  The GP means that the journalists at the TV stations are getting their leads on what to cover from Twitter; not that audiences are watching Twitter in place of breaking news.
  - asdff 4y ago
    They probably have a police scanner running too. Should the public have that running as well to listen to all the latest news? IMO there is place for that and most people don't really need up to the second information on things happening hundreds of miles from anywhere they regularly interact with.

JohnWhigham 4y ago

Snap has been on borrowed time for a while. Both Tiktok and FB do what they do only better and with more users.