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Investors do not care about just DAUs (daily active users) anymore, they care just as much about ARPU (avg revenue per user) At Facebook, users from Asia Pacif

Investors do not care about just DAUs (daily active users) anymore, they care just as much about ARPU (avg revenue per user) At Facebook, users from Asia Pacific region monetize at around ~1/15th of US&CA users. The costs to serve those users remains relatively fixed on a per-user basis, so expect those costs to inflate by 10-15x to earn the same revenue. Will Reddit drastically change their business model to appeal to Asia Pacific users and advertisers? It's possible but extremely unlikely and pivoting your business model months from IPO isn't a good plan. A flood of India users to a western-centric platform is how you kill that platform (see Quora).

ddingus 3y ago
Quora got whooped! I shudder at how fast and intense the change was.
- quaintdev 3y ago
  And now I cant see a single answer behind its login dialog. That's how platform dies.
  - ddingus 3y ago
    Yup. I loved Quora. Was a Top Writer every year. I look at my fun Quora keepsakes and sigh... brutal.
bbor 3y ago
Thanks, well explained! I get that. Your last sentence definitely makes me sad, I guess we have a ways to go to meaningfully achieve the goals of the internet - perhaps LLM-enhanced translation auto-integrated into all the major browsers will help with that…
- quaintdev 3y ago
  What happened to Quora happened to YouTube, Instagram, WhatsApp as well. They are not dying. I'm pretty sure they are earning good or they would have exit the market long ago.
jacooper 3y ago
Can you please clarify how indian users killed Quota? Is it because India ads weren't paying enough?