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"Thanks for figuring out for us what monetizes and what doesn't!" -- Twitter (and Craigslist, apparently)

• 001sky 14y ago
  Imagine if MLB thought AAA ball was going to cannibalize its audience? What does that say about Major Leaugue's future? Zuckeberg did the smart thing with IG, his just bought it ! (at 1% of his company value = NBD). Why doesn't twitter just roll-up some of the better products? And keep the collabritive ecosystem? Can they not "afford it"? The valuation gap between twitter (at what $6-7B?) and its ecosystem players is so vast...something doesn't add up to why they should have such fear.
  • SoftwareMaven 14y ago
    Tweetdeck had enough users before Twitter bought them that they could have started a competing service. And due to the loose nature of Twitter's social graph, it may have been just as useful to the users. I think that sent a scare through the company on the dangers of not being the touch point with the company.
    • 001sky 14y ago
      Just hit google real quick, and found this headline on that Twitter Buys TweetDeck For $40 Million | TechCrunch I think you're probably right in terms of the mental framing...but, back of the envelope, 10x tweetdecks = 400m = 6% equity stake in Twitter $7B. Its not a bad biz model. Twitter has 2x orders of magnitude more mkt value. They should put that to work.[1] [1] Or they dont, and/or cant issue shares anywhere near that price after the FB ipo collapse.