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> It is a testament to their business model that it survives in spite of all this. The business model is pure moat. When the competition is bought up and new c
by mschuster91 4mo ago
> It is a testament to their business model that it survives in spite of all this.
The business model is pure moat. When the competition is bought up and new competition has it very hard to enter the market because your position is so utterly dominant, you don't need to innovate, you just milk everything you got to death, it's not like people have much of an alternative.
The only threat Meta has is Tiktok, and if I were to guess, we'll see Tiktok end up in Meta in a few years. Forcing Bytedance to sell off Tiktok with only 19.9% remaining in BD's hands was a necessary move given the serious national security implications, but eventually Oracle, Silver Lake and the Emiratis will want their money back, and the "best" way for the grift to finally complete will be for everyone of these three to sell their stake to Meta before a new administration can bring in a new FTC leadership to prevent such a merger.
- htrp 4mo agothey got tiktok wrapped up and sold to an american consortium.
- mschuster91 4mo agoThat's my point. That consortium wants to exit, and that rather sooner than later because it's highly likely that the grift is going to end with a new Democrat administration. The only ones who could serve as an exit liquidity provider are Meta.