Qualcomm Follow-up, Twitter Earnings, Twitter Subscriptions?

Allowing anyone to develop algorithms would be a good idea for Twitter because it abides by the classic law of technology: “commoditize your complement”.  It sounds fancy but the basic idea is simple: if you’re selling a thing (like, for example, a smartphone), and there are other things that go well with that thing (like apps) then it’s a goo... See more

Given this financial performance it is kind of amazing that the company was valued at $30 billion the day before Musk’s investment was revealed; such is the value of Twitter’s social graph and its cultural impact: despite there being no evidence that Twitter can even be sustainably profitable, much less return billions of dollars to shareholders

The problem is that there are a lot of publications in the world that would like to be supported by subscriptions, and a lot of readers in the world that would prefer to pay for ad-free content, but nobody is making a market. This is where Twitter is making its play.

Twitter is one of the most dominant free networks, but it has only recently begun to offer payment capability. This provides one salient example of a creator platform that undersells the pitch. The company recently introduced the “Super Follows” feature, in which users can pay to receive bonus content from accounts they love. The service launched i... See more