Zucc knows what he's doing. No investor was ever going to love the $40B capex on metaverse, they would happily ride the Facebook cash cow into the ground and suck the life out of the company dividend by dividend. Zucc just doesn't care about the quarterly reports, he's going to execute on his vision regardless.
Why Meta is tanking and how Zuckerberg can fix it
21–30 of 79 posts
Re: Why Meta is tanking and how Zuckerberg can fix it
#22Earlier quoted context omitted.
How many people will pay 2x the price of Disney+/Spotify/Netflix for a blue check on Twitter?
90% of the people who currently have them is my guess. Though the winds of social favor may shift as Twitter becomes open to more diversity of thought.
There's a great Dr. Seuss book called "The Sneetches" I think would help you to understand what's about to happen.
Re: Why Meta is tanking and how Zuckerberg can fix it
#23Earlier quoted context omitted.
For you maybe, but people are vain enough to pay 20 bucks and more for a little blue check. There were insider rings charging much more for it. Time will tell though, if the easiness with which a blue checkmark is acquired will diminish the significance of having one, and to what degree.
How many people will pay 2x the price of Disney+/Spotify/Netflix for a blue check on Twitter?
That's an arbitrary anchor which is almost meaningless.
>Why buy a yacht when you can buy a blue check?
I'm sure a lot of peeps will buy it. It will bring mediocre revenue, though, particularly against that 44B (+ OpEx) tag.
Re: Why Meta is tanking and how Zuckerberg can fix it
#24facebook is bad because it is run with an iron fist by a single person. Eventually Zuckerberg was surrounded by yesmen.
This is almost impossible to avoid. With wealth inequality on the rise, the yesman industry has developed a lot of tradecraft that has made them better at the extraction of that wealth.
This creates mania, and with no oversight, the entire company is subject to his manic whims.
Re: Why Meta is tanking and how Zuckerberg can fix it
#25Earlier quoted context omitted.
For you maybe, but people are vain enough to pay 20 bucks and more for a little blue check. There were insider rings charging much more for it. Time will tell though, if the easiness with which a blue checkmark is acquired will diminish the significance of having one, and to what degree.
It doesn't matter, charging all engaged users won't make enough money to be meaningful, the math just doesn't work out.
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Re: Why Meta is tanking and how Zuckerberg can fix it
#26Earlier quoted context omitted.
How many people will pay 2x the price of Disney+/Spotify/Netflix for a blue check on Twitter?
90% of the people who currently have them is my guess. Though the winds of social favor may shift as Twitter becomes open to more diversity of thought.
Twitter devolving into 4chan or as you say "diversity of thought" will not lend itself to having journalists wanting to keep their status on the site.
Re: Why Meta is tanking and how Zuckerberg can fix it
#27I suspect if Elon can get away with charging many, and probably most, heavy users of the platform a monthly fee, Zuckerberg will as well. In many ways such an outcome makes sense given Apple's ATT changes decimated targeted advertising revenue.
Charging the people who create content for you is not going to fly.
People have an extremely dependent relationship with Twitter. It’s more like gambling than media. They will absolutely pay.
Re: Why Meta is tanking and how Zuckerberg can fix it
#28I suspect if Elon can get away with charging many, and probably most, heavy users of the platform a monthly fee, Zuckerberg will as well. In many ways such an outcome makes sense given Apple's ATT changes decimated targeted advertising revenue.
Charging the people who create content for you is not going to fly.
It’s clearly a trade-off decision. If paying will give you access to a target audience people will pay. But I agree that you need some kind of business to be willing to pay.
Re: Why Meta is tanking and how Zuckerberg can fix it
#29I suspect if Elon can get away with charging many, and probably most, heavy users of the platform a monthly fee, Zuckerberg will as well. In many ways such an outcome makes sense given Apple's ATT changes decimated targeted advertising revenue.
Facebook or Instagram doesnt have monitization problem. Wouldn't this be short sighted / greedy?
Re: Why Meta is tanking and how Zuckerberg can fix it
#30Earlier quoted context omitted.
How many people will pay 2x the price of Disney+/Spotify/Netflix for a blue check on Twitter?
90% of the people who currently have them is my guess. Though the winds of social favor may shift as Twitter becomes open to more diversity of thought.
"as Twitter becomes open to more diversity of thought."
That remains to be seen. It might as well just lead to a shift of thought. Or that all opinions are welcome, but only those get traction and an audience, that happen to align to the opinions of Musk (and whoever else, who has invested heavily behind the scenes)