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Twitter Falls Below IPO Price as Concerns Mount Over CEO, Growth

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Re: Twitter Falls Below IPO Price as Concerns Mount Over CEO, Growth

#161
post #12

Earlier quoted context omitted.

Twitter had a Q1 revenue of $436 million. Doesn't it make it a $X0 billion business or am I missing something ? The main concern to investors is primarily the growth and their ability to warrant a premium price on the stock.

Twitter is huge, it costs a lot of money to run. They had a net profit of negative $162.4 million Q1. I don't know what defines an $X0 billion business, but I would imagine that it would be profit.

What are they spending almost $200 million on each month?

Re: Twitter Falls Below IPO Price as Concerns Mount Over CEO, Growth

#163
As a developer, I'm really hoping they fail and some developer friendly alternative comes up. Google Plus is really bad because not many people use it and they only approve certain verbs. Twitter is really bad because they banned a bunch of my games for letting people tweet their scores easily claiming they were too much like clients and have starved a lot of apps with user token limits. Unfortunately there's really nothing out there that has Twitter's numbers and is developer friendly. Facebook has some screwed up approval process nowadays where their rejection reasons don't make any sense. They seem to have gone the app store route and are having call centers in third party countries try to apply rules to apps and ending up with a bad experience.

Re: Twitter Falls Below IPO Price as Concerns Mount Over CEO, Growth

#164

From a product standpoint, I feel like Twitter has barely changed in 5 years. There's been some polish and redesign, sure, but the main dynamics are almost exactly the same. Facebook has features like intelligently improving the quality of your feed, being able to hide posts from certain people, prioritizing posts (not just stacking them based on their age), calendar/birthday stuff, events, chats, etc. Twitter is jus…

The Facebook newsfeed worked until late 2009, then they tried to be smart and show "interesting stories" instead of showing everything ordered by date. Nowadays it's completely a mess and useless.

Twitter had always a hard to grasp UI. Especially for vistors without an account. It got a bit better about one year ago, but they transformed it to a worse experience a few months ago.

Re: Twitter Falls Below IPO Price as Concerns Mount Over CEO, Growth

#165

Earlier quoted context omitted.

That prompts a question as to whether Twitter can best grow its future value more through user signups / conversions, or through maximizing one-way consumption as a broadcast medium. I read the nytimes.com all the time. They have no idea who I am and never will. I'll never signup for an account. They still get to feed me ads. I consume ESPN one-way. They have no idea who I am and never will. It's worth $50 +/- billio…

> I read the nytimes.com all the time. They have no idea who I am and never will. I'll never signup for an account. They still get to feed me ads. How do you know you're not being tracked through cookies on other sites that you have logged into, or ad networks that interact with those sites? When I load nytimes.com and view the network trace, I see about 50 different domains appear there: pagead2.googlesyndication.co…

I'm giving away my secrets here, hopefully this is buried enough that NY Times won't see it and won't change. :)

1) use Firefox 2) use NoScript, don't allow Javascript on NY Times or any other domains it pulls in 3) set Firefox -> Preferences -> Privacy -> Clear history when Firefox closes -> clear all items except browsing history

To access NY Times (or really any website) first QUIT Firefox. Then restart. Now there are no cookies, caches, etc in existence. Then when you go to nytimes.com, all those other domains don't see any existing cookies. It's all new. Let them track you all they want.

When done reading, quit Firefox. Now none of the domains mentioned above can track you via cookies. Their tracking has accomplished nothing. They've all seen your single session on nytimes.com and nothing else!

Side effect from using NoScript is no paywall limits on number of articles.

One possible complaint is that I clear caches every time I exit Firefox. But I never notice any delays when starting, using a decent speed connection means the caches reload quickly. Also, I happen to have a knack for remembering passwords, so I don't mind re-entering on those sites that need them. But nytimes.com does not need a password in the scenario I just presented. (BTW I rarely re-use passwords across different sites).

I can still be tracked by IP address. Not much I can do about that other than force Comcast to give me a new one every once in a while. But that's merely a palliative, since a determined tracker can probably reestablish who I am from other information (c.f. panopticlick.eff.org).

My next step will be to get Squid running on my firewall, to help sanitize my HTTP headers, etc. But I've been meaning to do that for at least 10 years and haven't gotten around to it yet. So my paranoia does have its limits. :)

Re: Twitter Falls Below IPO Price as Concerns Mount Over CEO, Growth

#166
post #132

To me the problem with Twitter lies solely with what Twitter's logged-out homepage looks like. I don't know what it's trying to be but asking me to sign up, browse categories (?), and read top celebrity posts is not it. Why is logged-out Twitter not a search engine? They have up-to-the-second thoughts from their users about everything and it's the first place I go when a site is down, or some news story is breaking.…

I agree, but one point against that is that the web experience with Twitter is probably the worst - it's clunky. I hate using it. I use the phone app (simple, OK) and the OS X app (neglected, but a great way to use Twitter IMO). In those two apps, there isn't a logged out front page. They could improve both to create a useful equivalent though.

Have you used Tweetbot? I find it to be an incredible desktop (and mobile) twitter client. Even syncs your scroll position between the two.

Re: Twitter Falls Below IPO Price as Concerns Mount Over CEO, Growth

#167

To me the problem with Twitter lies solely with what Twitter's logged-out homepage looks like. I don't know what it's trying to be but asking me to sign up, browse categories (?), and read top celebrity posts is not it. Why is logged-out Twitter not a search engine? They have up-to-the-second thoughts from their users about everything and it's the first place I go when a site is down, or some news story is breaking.…

I've long wondered this. I haven't followed the evolution of Twitter's homepage, but I'd be really shocked if they hadn't tested this to death. The thing is, this keeps causing me to miss moments to engage with them. Someone posts a link, I find something on a website, etc. that go to Twitter? BAM! SIGN-UP NOW OR LEAVE! While I do of course have an account, if I were a non-user, I'd keep thinking "why would I sign-up…

[deleted]

Re: Twitter Falls Below IPO Price as Concerns Mount Over CEO, Growth

#168

From a product standpoint, I feel like Twitter has barely changed in 5 years. There's been some polish and redesign, sure, but the main dynamics are almost exactly the same. Facebook has features like intelligently improving the quality of your feed, being able to hide posts from certain people, prioritizing posts (not just stacking them based on their age), calendar/birthday stuff, events, chats, etc. Twitter is jus…

I feel like facebook rather than stay stagnant has actually declined. By trying to be everything for everyone, it is a diluted, unorganized, mish mash of things and it's hard for me to even grasp what the core value is anymore. Is it a social network? a photo app? a news aggregator? a gaming platform? one thing is for sure by spreading out to multiple audiences it opens them up to be competed with. At least twitter h…

Lately all FB seems like is an advertising platform, interspersed with the occasional post from a friend.

Re: Twitter Falls Below IPO Price as Concerns Mount Over CEO, Growth

#169

I feel like every three weeks I see an article like this on Hacker News and a gazillion good ideas about how to improve Twitter's service. At the same time, there have been no core changes to Twitter in the last several years. Is Twitter the only company in the Valley where every engineer isn't checking Hacker News every few hours!?

Is Twitter the only company in the Valley where every engineer isn't checking Hacker News every few hours!?

They're all too busy passing joints and/or bongs around to really care about HN or about their product. :-)

   Peter Thiel: Twitter Executives 'Probably'
   Smoke Too Much Pot, And That's Why It's A
   'Horribly Mismanaged Company'
http://www.businessinsider.com/twitter-executives-smoke-too-...

Re: Twitter Falls Below IPO Price as Concerns Mount Over CEO, Growth

#170

Twitter owns unique and compelling content. Lots. Yes, there is lots of junk, but there is also lots of junk on the web. The challenge is surfacing and distributing great content, and this is where Twitter should focus: maximizing reach and curating content. Instead of forcing users to come to Twitter, Twitter should go wherever users are. Bring Twitter’s amazing content to them, wherever users are, through partners…

Facebook fell out of favor after its IPO, so some of this seems like the periodicity for Twitter is similar, just stretched out much longer and more attenuated due to the lower market cap and lower rung on the ladder. Your comment that Twitter owns unique and compelling content: I view unique and compelling content as a scarce resource. Growth rate in the boring tail perhaps means less if they're cornering the market…

The problem is simpler: the cost of disintermediating their service, e.g. to go ahead and build your own feed, is just too high. And maintenance is just a pain. It is far better to view tweets other's tell you to, than use your own feed.

What Twitter needs is better intermediation - they need better tools to tune in and tune out of streams. The need, for want of a better analogy, a way to change the channel from Election heavy tweets to NBA tweets, when your team is on and you stop watching the debates.

TL;DR Twitter makes it too hard to bother, most of the great tweet content is made available at some point, and you rarely regret missing anything.

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