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Twitter may receive formal bid, suitors said to include Salesforce and Google

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171–180 of 361 posts

Re: Twitter may receive formal bid, suitors said to include Salesforce and Google

#171
post #100

Earlier quoted context omitted.

The people I tend to agree with are just as prone to group think as conservative-leaning people. Hate grows in the absence of disagreement, and it doesn't stop at the echo chamber's walls.

So what do you actually want from a community then ? It seems like you don't want certain people in it, but at the same time you do want them in it. I'm not sure if I'm understanding it correctly.

[deleted]

Re: Twitter may receive formal bid, suitors said to include Salesforce and Google

#172
post #85

IMO, Twitter is the poster child for the tech bubble. They have users, which is their only claim to viability, but notably, they have never made a profit. Currently valued at around $10 billion with 350 million active users, that's about $29 per user. You'd be hard-pressed to find an investor so foolish that they would invest $29 in each of their users and hope to make it back if it were stated in those terms, but pe…

> 350 million active users, that's about $29 per user

Name one other platform which has Obama, Trump, Hillary, Beiber, JK Rowling, Pope, United Airlines, Marc Anderseen, Borrat, Bozo the Clown all engaging in two way communication with their fans and haters ?

I think an investor should worry less about $29 per user metric and worry more about the incompetence of the top management which has failed to generate revenue out of this.

Re: Twitter may receive formal bid, suitors said to include Salesforce and Google

#173
post #85

IMO, Twitter is the poster child for the tech bubble. They have users, which is their only claim to viability, but notably, they have never made a profit. Currently valued at around $10 billion with 350 million active users, that's about $29 per user. You'd be hard-pressed to find an investor so foolish that they would invest $29 in each of their users and hope to make it back if it were stated in those terms, but pe…

> If you find yourself thinking that Twitter is a company with any real value What about non-monetary value like playing a key role in 'Arab Spring'[1] https://en.wikipedia.org/wiki/Social_media_and_the_Arab_Spri...

Arab spring might have had CIA interventions. But twitter surely played a big role in making Urban India vote for Mr. Modi throwing a corrupt government out pretty badly.

Personally it was Twitter that educated me about some of the horrendous laws that the Indian government passes/planning to passed.

Re: Twitter may receive formal bid, suitors said to include Salesforce and Google

#174
post #113

Earlier quoted context omitted.

Salesforce's back end is AWS. They ran their own cloud for a while, but ditched it.

Incorrect.

O RLY??

http://www.channelregister.co.uk/2016/06/03/salesforce_aws_m...

Re: Twitter may receive formal bid, suitors said to include Salesforce and Google

#175
post #88

Salesforce feels like a bizarre choice, although I agree with their digital chief that "I love Twitter" personally. I use twitter every day as my primary method of content discovery. So at their core the BUSINESS should revolve around monetizing my eyeballs, eg advertising. So to me it's Facebook or Google that should grab it, w/FB at the lead considering their relatively smooth / unhurried / and successful takeovers…

Salesforce has this weird hosted private social network called Chatter. It's closer to facebook statuses than twitter.

I'm not if there really could be a tie in, but one thought is that if a company could take an internal chatter post and promote it to public, that public post could be spread via twitter.

Re: Twitter may receive formal bid, suitors said to include Salesforce and Google

#176
post #23

Google acquiring Twitter is actually the best end result here. Salesforce is probably the worst. Lots of people hate the idea of a Google acquisition, but I think it's well suited because: - Google learnt from its mistakes with Google+ and is eager to not repeat them - The company is a very different one now from years ago - Google doesn't want to mess up identity again, so that wouldn't be an issue - Google mostly j…

Google has developed a brand problem, similar that Microsoft. I'm positive that many would stop using Twitter if they bought it.

Re: Twitter may receive formal bid, suitors said to include Salesforce and Google

#178

Earlier quoted context omitted.

Your comment actually sort of explains the question I asked. Would you still maintain this view if either a) advertisers reduce their spend on FB because of poor results and the usual problem with saturation of any advertising channel and start looking at other options, or b) more events play out in the future where Twitter's place as the "other social network that people actually care about" becomes more important/r…

In the long run, I don't think that Twitter's problem is one of competition from FB or any other competitor. They have enough users that they could turn a profit even if they could monetize those users, regardless of competition. But they haven't turned a profit, which after 10 years is a strong indicator that they can't turn a profit. If Twitter is able to time an addition of ads with a major event that damages FB's…

> But they haven't turned a profit, which after 10 years is a strong indicator that they can't turn a profit.

In those 10 years Twitter has changed leaderships multiple times. Twitter has never had stable and competent management.

Re: Twitter may receive formal bid, suitors said to include Salesforce and Google

#180

Earlier quoted context omitted.

The only reason revenue, users, scale, investor love, patents, staff, infrastructure, etc. matter is that they usually are indicators of potential for profit. Profit is the entire point of investing in a company. But the greater indicator of potential for profit here is that Twitter has existed for 10 years and has never turned a profit. Given this, I think that revenue, users, scale, investor love, patents, staff, i…

Twitter has existed for 10 years, as you say. How many 10 year old companies have 300mm users and revenue at $2.2 billion and growing at this pace?

This is the wrong question to ask if you're investing, and I've already explained in the parent comment why this is the wrong question to be asking. Usually these things are indicators of profit potential, but they aren't in Twitter's case.
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