X (Twitter)
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Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.
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Last night’s Academy Awards show was another event that showed how special Twitter is; the fact that you had to be there shows just how badly the company has failed to evolve.
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Twitter has had a rough stretch, and most are pessimistic about its chances. I was previously, but I think the upside is looking much brighter than it did before this week.
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Twitter Kills Third-Party Clients, Twitter’s Tortured History With 3rd-Party Apps, The Twitter Files Business Model
Twitter’s decision to kick-off third party clients is classic Musk; it also gives a signal as to Twitter’s business model focus going forward.
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Twitter’s Link Ban, Network Portability, China and the Trailing Edge
Twitter’s link ban is not a new tactic to the company, or the industry, and shows where regulation goes wrong. Then, China doubles down on trailing edge semiconductor capacity.
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Musk vs. Apple; Advertising, App Store Review, and 30%; Google Headcount
Elon Musk vs. Apple has felt like an inevitability, and the battle was joined over advertising, App Store control, and 30% fees. Plus, Google’s money-making employee base is remarkably small.
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Disney Expectations, Twitter Expectations, Silicon Valley Expectations
Bob Chapek’s failure was about managing expectations; expectations are why the perception of Musk’s tenure have switched. The ultimate impact may be on Silicon Valley as a whole.
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The AI Moat Debate, Continued; Twitter’s Regulatory Risks; Twitter and Advertisers, Continued
More on Twitter, including the company’s real regulatory risk, and following-up on advertisers pulling back.
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Narratives
What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.
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Two Apple Items, Twitter Cash Flow, Twitter Versus Advertisers
Two Apple updates about ATT and China, then, more on Twitter’s cash flow situation, and Elon Musk discovers that freedom is often structural
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An Interview with Eugene Wei About Streaming and Social Media
An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.
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Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings
Elon Musk’s Twitter Blue proposal seems reasonable, and the company is not in as dire financial straits as reported. Then, revisiting the idea of a Twitter business model pivot, and why Apple’s services revenue is so impressive.
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Musk Re-Commits to Twitter; Meta, AITemplate, and Nvidia; Facebook Shutters Bulletin
Notes on Musk’s latest Twitter about-face, then Meta open-sources an AI library that is a big threat to Nvidia. Plus, another example of a failed paid product from an ad-supported company.


