[HN Gopher] Twitter has a new CEO - what about a new business mo...
       ___________________________________________________________________
        
       Twitter has a new CEO - what about a new business model?
        
       Author : oedmarap
       Score  : 144 points
       Date   : 2021-11-30 13:32 UTC (9 hours ago)
        
 (HTM) web link (stratechery.com)
 (TXT) w3m dump (stratechery.com)
        
       | freediver wrote:
       | A better business model would be to charge progressively based on
       | number of followers. This way users pay not for consumption, but
       | for amplification of their messaging.
       | 
       | Something like
       | 
       | 0-100 followers : free
       | 
       | 100-1,000: $5/mo
       | 
       | 1,000-10,000: $20/mo
       | 
       | ...
       | 
       | 1M+ : $10,000/mo per 1M
       | 
       | The aligns the incentives and value provided. Someone having 1M
       | followers on twitter has a powerful platform for their agenda
       | whatever it may be. This should come at a progressively higher
       | cost to them (not their followers).
        
         | matwood wrote:
         | I agree with the method, even if not with the bands directly.
         | The value for a user is in the number of followers. Anyone with
         | a huge following is deriving a large value, and it's the most
         | obvious point for Twitter to cut into.
         | 
         | All of the large accounts will pay a reasonable fee.
        
         | i2infinity wrote:
         | I wouldn't bet on this! For this, Twitter would have to divulge
         | how many among the say 1000 followers are bots. Also, this is
         | prone to abuse! An unnecessary follow will now be considered
         | spam, and Twitter would have to build toolings to prevent that.
         | It will drive creators out of Twitter. Sharing ad revenue with
         | creators will be an excellent first step
        
         | blawson wrote:
         | I like it, but that might encourage the top profiles to take
         | their audience off platform entirely. Unlike say Youtube, I
         | don't think Twitter creators are able to monetize directly on
         | platform?
        
           | freediver wrote:
           | I do no think that would happen. Someone having 1M followers
           | usually has $10k/mo to spare. And the value they are getting
           | from amplifying their message for branding purposes certainly
           | outweighs the cost by couple of orders of magnitude.
           | 
           | I'd probably pay $10k/mo for my brand if it allowed me to
           | talk to 1M people interested in my products as frequently as
           | I wanted. How much would the same cost me on other platforms?
           | A comparable business is something like mailchimp where you
           | pay $300/mo to message just 10,000 contacts.
           | 
           | And yes, Twitter would need to get better at purging bots,
           | but that is a good thing and a nice incentive to have.
        
         | riffic wrote:
         | I agree with you here. There's a huge value in the
         | amplification of messaging and Twitter's pretty much giving
         | this away for free.
         | 
         | Media and institutions have the budget to pay here.
        
         | artfulhippo wrote:
         | Is Twitter a platform or a publisher? If Twitter is a platform,
         | it might make sense to charge the most prominent users the
         | most. But if Twitter is thought of as a publisher, it makes
         | sense for Twitter to pay its top creators big bucks.
         | 
         | Free-to-use is somewhere in between: the notable users get
         | compensated with access to attention, and Twitter benefits from
         | the attention-time of their audience.
         | 
         | So, the underlying point that I think you're making -- that
         | notable users get a fantastic deal on social media at the
         | expense of society -- is well taken.
         | 
         | Let's hope that a new mass communications technology emerges to
         | disrupt this dynamic.
        
           | freediver wrote:
           | It tried very hard to be a publisher all these years, when
           | deep down it is a platform.
        
         | floor2 wrote:
         | This seems like it would get abused instantly.
         | 
         | It's like the ultimate DDOS opportunity- tell everyone to go
         | follow <account you don't like> to drive up their costs to
         | bankrupt them or force them off the platform. Create bot
         | accounts to follow all the up-and-coming politicians of your
         | opposition party or your startup's rival or the media company
         | with a bias opposed to yours.
         | 
         | Then the arms-race component would kick off, and you'd have
         | secondary accounts retweeting primary accounts to spread the
         | followers over hundreds of alt accounts.
         | 
         | The fun part would be they'd have to place caps so hobby users
         | didn't accidentally go viral and get lots of followers, which
         | in turn would create scarcity for the users who follow the now
         | capped account. Imagine someone bragging they're part of the
         | elite 1,000 first followers of whatever random account is
         | popular at that moment.
        
       | danielmarkbruce wrote:
       | It seems crazy that people bemoan the fact that twitter _only_
       | does 4.8 bill or whatever the current run rate is. Since when is
       | that awful? It 's only awful when you compare it to Facebook and
       | a few others. Compared to _almost all businesses ever_ , it has
       | grown to be a giant in an amazingly short period of time and is
       | doing well on every dimension, including financial.
       | 
       | It's popular, engaging and has a solid business model. Again,
       | only when you compare it to some of the most freakish outliers in
       | the history of business does it look less than amazing.
        
         | skinnymuch wrote:
         | I combined two draft blog posts and wrote an intro to give some
         | context to why people may see Twitter as not having lived up
         | enough. It's going to be very long. Heh. No worries if it isn't
         | read: ------
         | 
         | Many growth/tech stocks are off by 10-40% from higher peaks or
         | averages since the market went bananas in April & May 2020.
         | Almost all growth/tech stocks are off by over 10% from late Oct
         | or mid Nov.
         | 
         | Twitter as you stated with its run rate, will top $5B rev in
         | 2021. The stock price opened at $45.5, $36.5B market cap.
         | Twitter is off ~30% from most of 2021. Which is $65/share and a
         | $52B market cap.
         | 
         | *Comparisons*: - Pinterest market cap is ~25% less. Not well
         | monetized so far. ~$2.5B rev in 2021.
         | 
         | - Snap's market cap is more than double. Rev could hit $4B for
         | 2021. So ~22% less.
         | 
         | - LinkedIn was acquired by Microsoft in 2016. Announced in
         | June, completed December 2016. It was trading at a $17.5B
         | market cap before acquisition. Rev for 2016 was $3.7B. This
         | year the run rate has topped $10B. 2021 rev will top $11.5B. -
         | For context, Twitter was worth $13B in June 2016 with $2.5B rev
         | for 2016.
         | 
         | - Github was bought for $7.5B in stock. Announced and completed
         | in June and Oct 2018. Microsoft shares were $99 in June 2018.
         | They opened at $335 today. Those $7.5B acquisition shares are
         | worth $25.5B today. - Gitlab, a partial competitor to Github,
         | closed its 1st public day on Oct 14, 2021 above $15B. It's
         | valued above $14B today. Annual run rate above $200M. - Gitlab
         | has no overlap with Twitter. GitHub does with its social
         | network and other trends. GitHub's valuation, whether under
         | Microsoft now, or as a hypothetical public company, is likely
         | 3x+ Gitlab. Or ~$45B. Github 2018 rev was likely above $300M.
         | These numbers won't line up with Twitter because of both
         | getting a lot of SaaS, subscription, and enterprise revenue.
         | 
         | - Telegram allegedly has been bank rolled by its founder since
         | inception. I personally doubt this, but regardless, its bank
         | roll has been limited. It didn't get the vast capital or
         | marketing/namespace an SV company gets. Telegram's burn rate is
         | lower than Twitter or any other company listed. Rumors say
         | Telegram has turned down funding at a $30B valuation. Other
         | rumors speak to a $30-50B IPO in 2023.
         | 
         | - LINE, a messaging app with some social network features, is
         | based in and most popular in Japan. It was a subsidiary of
         | Korean company, Naver. LINE went public a few years ago. It did
         | a 50/50 merger with Softbank's Yahoo Japan. The combined
         | company, Z Holdings, has a market cap of $45B. LINE is most
         | popular in a couple of South East Asian countries and with
         | expats.
         | 
         | - KakaoTalk, a messaging app with some social network features,
         | is based in and most popular in Korea. It is much smaller than
         | the others. 50M active users in 2021 with 90% in South Korea.
         | KakaoTalk's parent company, Kakao, merged with Naver's
         | competitor Daum with the current company called Kakao and
         | valued at $45B. KakaoTalk only represents a fraction of this
         | value.
        
         | cbozeman wrote:
         | Well you've just outlined the problem.
         | 
         | Twitter's Board of Directors is a listing of people who've come
         | to _expect_ the projects with which they 're involved - either
         | directly or tangentially - or with which they invest, to
         | perform in such a ridiculously obscene manner that even
         | _exceptional_ growth and profits _appears_ to be
         | "underperforming".
         | 
         | For many of these people, there's no problem - where "problem"
         | is defined as 'not being a 1000x bagger stock 5 - 10 years from
         | IPO launch' - that cannot be solved through some alchemical
         | combination of AI/ML, automation, aggressive user engagement,
         | monetization, etc.
         | 
         | Compared to Amazon, Facebook, Google, Netflix, etc., Twitter is
         | an _also-ran_. Which is absolutely, utterly, unabashedly
         | _insane_ to think.
        
           | skinnymuch wrote:
           | I just did a super take with a sibling comment to yours
           | comparing Twitter to other social media and comm products.
           | 
           | > Twitter is an also-ran. Which is absolutely, utterly,
           | unabashedly insane to think.
           | 
           | Yes, this is absolutely crazy!
           | 
           | The other problem is how much Twitter is brought up by people
           | and the media. Data shows a minority of the already minority
           | of people who use Twitter, talk politics. Yet you can't go
           | any time without people pointing to Twitter as a
           | representation of a huge population to prove their points.
           | 
           | For example, reactions to "cancelling" someone will have
           | droves of people and media point to a tiny portion of Twitter
           | saying things that can't represent the massive demographic
           | people are critiquing.
           | 
           | All of this makes Twitter seem so much more important even to
           | people not constantly around tech, startup, or SV circles.
        
           | nicce wrote:
           | I wish that one day, there is a non-profit organization which
           | provides social media and almost everyone uses it. Direct ads
           | are forbidden. There are set of some high level rules and any
           | country can be part of moderation as long they follow these
           | same rules.
           | 
           | Maybe money could come selling from some anonymized data.
           | Even partially government funded. Infrastructure should be
           | decentralized. Maybe you can pay 1EUR per month to get more
           | some features.
           | 
           | It takes only tiny fraction what these current companies are
           | making money, to maintain such environment.
           | 
           | Forbidden dystopia...
        
           | [deleted]
        
       | streamofdigits wrote:
       | Maybe the global newspaper folk, who seem to be the most serious
       | users of the platform, should form a joint venture, buy up
       | twitter, disseminate microblogging news (ad)free and simply use
       | the embedded links to drive traffic to their web platforms (for
       | subscriptions and more in-depth news coverage).
       | 
       | So twitter becomes a sort of neutral preview / public
       | announcement forum, like a kiosk with folded newspapers on the
       | street: you can see the headlines, but you need to buy to read.
       | 
       | Alternatively, they could do the same from scratch without
       | twitter...
       | 
       | The problem is not what happens to twitter. The problem is how to
       | have healthy, representative, inquisitive journalism
        
         | riffic wrote:
         | There's absolutely nothing stopping a consortium of news
         | outlets from adopting the W3C recommendation ActivityPub to
         | push out microposts directly from their own content management
         | systems, with an existing audience open web audience.
        
           | streamofdigits wrote:
           | that is in principle possible (essentially replace twitter by
           | RSS aggregator clients) but is not exactly equivalent: for
           | example some entities could microblog on "next-gen twitter"
           | without having a website and there is also the question of
           | reactions from readers to posts (whether those are seen
           | centrally by all users)
           | 
           | that centralization and processing of responses is by-and-
           | large part of the social media problem (both generating the
           | twitterstorm dynamic and having spawned the shadowy
           | "sentiment" industry) but I suspect a lot of addicted users
           | are quite keen to keep it going
        
       | 12xo wrote:
       | Charge accounts with 100k followers $100 a week. 1m 1000 a week.
       | If they don't pay, they don't have the followers and cannot prove
       | their own business/brand. These are the people who NEED Twitter.
       | Make them pay for the right to access the audience like every
       | other media.
        
       | solarkraft wrote:
       | > Twitter makes an average of $22.75 per monetizable daily active
       | user per year
       | 
       | That's plenty to pay for hosting and even a few moderation cases
       | per year. Cool, so they're fine!
        
       | zhdc1 wrote:
       | This reminds me of when everyone found out during the dot com
       | bubble that Booking.com[1], at the time a unicorn startup, was
       | run out of a single office with something like a dozen or so
       | employees.
       | 
       | It didn't lead to the stock market crash, but it always stuck me
       | as the first time that the general public started to really think
       | that the whole dot com scene was a little out of whack.
       | 
       | Twitter has a monopoly and 3B+ in revenue. It's hard to see how
       | this justifies a 36B+ market cap. It's in a much better position
       | than many, many other unicorns.
       | 
       | [1] I'm going off of a twenty two or twenty three year old
       | memory, so I may have gotten the company wrong.
        
         | YetAnotherNick wrote:
         | Just the low employee count is not a bad thing in itself.
         | Whatsapp had I think 50 employees when it was sold for $19
         | billion.
        
         | cbozeman wrote:
         | > It didn't lead to the stock market crash, but it always stuck
         | me as the first time that the general public started to really
         | think that the whole dot com scene was a little out of whack.
         | 
         | That's because the general public, and frankly even the non-
         | general public, have never fully understood the digital
         | computer: it's a leverage machine. It allows the exceptionally
         | intelligent and/or insightful to leverage code to do what would
         | have taken thousands, or even millions of workers to achieve.
         | 
         | That's why a billion dollar photo startup can be created by
         | three people and sold to Facebook.
         | 
         | It looks like alchemy to the people without knowledge, because
         | it's complex, difficult, requires a bit of luck (the right time
         | / right place combination), and frankly, _does_ require a
         | certain level of intelligence that 's well above average in
         | order to fully exploit.
        
         | karatinversion wrote:
         | ...Twitter has a monopoly?
        
           | zhdc1 wrote:
           | On what they do? Absolutely.
           | 
           | If you combine all of the different 'social media' platforms
           | together into a single category? No.
        
             | viro wrote:
             | I want to remind you that ur definition of monopoly would
             | make every niche business a monopoly. Social media IS a
             | single category.
        
             | mbg721 wrote:
             | What is it that Twitter does exactly? It mostly seems to
             | exist to put out short one-to-many messages that other
             | media organizations can then cite as Zeitgeist. That may
             | not be a monopoly, but it certainly isn't benevolent to the
             | user, and it isn't how it was billed when it was new.
        
               | colinmhayes wrote:
               | > What is it that Twitter does exactly?
               | 
               | Break news and sic mobs on people. Both activities many
               | people are extremely interested in being a part of.
        
               | [deleted]
        
         | yunohn wrote:
         | > Booking.com[1], at the time a unicorn startup, was run out of
         | a single office with something like a dozen or so employees.
         | 
         | Ironically, they still have the same business model now - but
         | with severe bloat (20k employees).
        
           | m4rtink wrote:
           | Don't their employees handle communication with the myriad
           | accommodation owners and tourists that often don't speak the
           | same language? Sure, often you can just do everything using
           | the web interface, but sometimes you need to ask questions
           | and Booking handled that quite quickly in the past.
        
       | vmoore wrote:
       | Jack had his hands in so many pies. Cash App, Square, and also
       | evangelizes cryptocurrency every chance he gets. His Twitter Bio
       | just has one word in it: `Bitcoin`. I think he was spreading
       | himself thinly being involved with Twitter too. Focus.
        
         | curiousfiddler wrote:
         | Absolutely. For a platform with a relatively high engagement
         | early on, they made so many missteps: awful photo/video tools
         | (instagram, tiktok), messing up live, messing up developer
         | experience, stagnant product (awful thread management for
         | YEARS).
         | 
         | However, I still believe it can be fixed. As an example, my
         | consumption of news related information has moved significantly
         | to Twitter. Why not do a better job there, in trying to provide
         | a kick-ass way for content creators/consumers, and charge them
         | for it.
        
         | KoftaBob wrote:
         | Cash App is just a consumer payments app made by Square, not a
         | separate company.
        
       | OldTimeCoffee wrote:
       | If Twitter was worth paying for, they wouldn't have used an ad-
       | supported model to begin with (because people would have found it
       | valuable enough to pay for in the first place). In some ways,
       | Twitter has the "news" problem in that people just aren't willing
       | to pay for it. As this says, Internet advertising really isn't
       | that effective, especially on a site that is the equivalent of
       | standing in town square with a megaphone. I think Twitter is
       | tapped out on how much money it can make and drastic changes will
       | just drive users to other places. If you're looking for higher
       | returns a different company might be a better idea.
        
         | nindalf wrote:
         | > If Twitter was worth paying for, they wouldn't have used an
         | ad-supported model to begin with
         | 
         | Twitter doesn't cost $0 because no one thinks it's worth paying
         | for (demand side), it's because if they did charge they'd be
         | replaced by someone who didn't (too much potential supply).
        
           | OldTimeCoffee wrote:
           | If there was a market of people who would pay for such an
           | app, there would be one on the market to satisfy the demand
           | for it. Supply is irrelevant if there is no demand for it in
           | the first place.
           | 
           | Even taking this assertion, it means there is effectively
           | infinite supply so Twitter's service has effectively no
           | monetary value to the consumer. It's still impossible to
           | charge a consumer for it then (and the costs to provide the
           | service have to be paid by a 3rd party in ads).
           | 
           | Edit: It's very difficult to build a network and get to a
           | critical mass like Twitter. I'm still arguing it's demand
           | constrained (people unwilling to pay) because you would see
           | more viable competitors if it were supply.
        
         | mdorazio wrote:
         | They could also boost profits by lowering their OpEx. I
         | genuinely don't know why they need to spend a billion dollars a
         | quarter for a product that really doesn't change that much and
         | isn't massively complex.
        
           | kwertyoowiyop wrote:
           | It would be fascinating to see their engineering backlog.
        
           | sulam wrote:
           | What counts as complex? Is Facebook complex? Google? How
           | about Netflix?
           | 
           | By the measure of "I can explain how they work in a blog
           | post" none of these are complex. But trust me, operating
           | internet scale services is complex, regardless of how simple
           | they seem from the outside.
        
         | TheTrotters wrote:
         | What kind of logic is this? Plenty of companies and services
         | which people would pay a lot for choose to be ad-supported.
         | 
         | Google, Bing, and other search engines are ad-supported but, if
         | they weren't, I'd pay a lot for them in a blink of an eye.
         | 
         | Most media companies started with ad-supported websites and
         | plenty of them successfully transitioned to paid subscription
         | model.
        
           | OldTimeCoffee wrote:
           | > Plenty of companies and services which people would pay a
           | lot for choose to be ad-supported.
           | 
           | I don't think that's true, because they would charge for
           | access and have ads. These are fairly rare.
           | 
           | >Google, Bing, and other search engines are ad-supported but,
           | if they weren't, I'd pay a lot for them in a blink of an eye.
           | 
           | Most people wouldn't or they would charge for access and
           | increase their RoI. Search isn't really valuable to Google,
           | they make most of their money in ads.
           | 
           | >plenty of them successfully transitioned to paid
           | subscription model
           | 
           | That's not really true, you have massive consolation because
           | their business model is nonviable any other way.
        
             | TheTrotters wrote:
             | > Most people wouldn't or they would charge for access and
             | increase their RoI. Search isn't really valuable to Google,
             | they make most of their money in ads.
             | 
             | They make money from ads... which people see when they use
             | search.
             | 
             | Ad-support allows for a _much_ greater userbase which is a
             | key ingredient to having a good search engine or a good
             | social network. It doesn't mean people wouldn't pay a lot
             | for those services if they were paywalled.
             | 
             | Of course if, say, Google charged for search, users could
             | defect to Bing.
             | 
             | But the argument here is that Twitter's users won't defect
             | anywhere. Its social graph is too valuable for them and a
             | coordinated move somewhere else is borderline impossible.
             | 
             | EDIT: as a baseline, consider how many users are willing to
             | pay for purchase/subscription to different Twitter apps.
             | And that's only a different (presumably better for the
             | buyers) front end, not the core service.
        
               | OldTimeCoffee wrote:
               | > Ad-support allows for a much greater userbase which is
               | a key ingredient to having a good search engine or a good
               | social network.
               | 
               | This logic is backwards. Having a large userbase allows
               | them to sell ads in the first place to the user base that
               | won't pay for the service in the first place.
               | 
               | Pretty much every large tech website has a building phase
               | where they make no money and sell no ads while building a
               | user base large enough to start selling ads. None of the
               | large web companies today have charged to use their
               | product and at this point it's unlikely they could.
               | 
               | >But the argument here is that Twitter's users won't
               | defect anywhere. Its social graph is too valuable for
               | them and a coordinated move somewhere else is borderline
               | impossible.
               | 
               | Which is a terrible argument written by someone who
               | doesn't understand the market. It's like saying no one
               | will move away from AIM in 1999. Yes, people will. There
               | are lots of historical examples, including the Digg to
               | Reddit exodus. Even Facebook itself has had the problem
               | of users migrating away from Facebook. Facebook has
               | literally bought companies where users have migrated to
               | (Instagram/WhatsApp).
               | 
               | > EDIT: as a baseline, consider how many users are
               | willing to pay for purchase/subscription to different
               | Twitter apps.
               | 
               | Virtually none. No one was paying for TweetDeck and now
               | it's part of Twitter. Consumers aren't using HootSuite or
               | Sprout Social, they target businesses. Going down the
               | Android list most Twitter apps are free, the few that
               | cost anything have small install bases (Fenix 2 <100k
               | purchases, Talon for Twitter is ~ 100k purchases).
               | Twitter has an daily active users of over 300 million
               | users. So maybe 0.1% are willing to pay a one time fee
               | for a client? I don't think Twitter can do much with
               | that.
               | 
               | Virtually no one,on a consumer level, is willing to pay
               | for a messaging service. WhatsApp (one-to-one) is free,
               | Facebook is free (broadcast), Instagram is free, Snapchat
               | is free, YouTube is free, TikTok is free, Skype is free,
               | Zoom is free (to individuals), Google Chat is free,
               | SMS/MMS/RCS usage is free (depending on how you look at
               | the service cost).
               | 
               | On a business level you can extract payments (think
               | Slack), but on a consumer level, messaging has no value
               | people are will to pay (so it's ad supported instead).
        
               | jimmySixDOF wrote:
               | What I don't fully subscribe to here is the statement on
               | Stratechery that:
               | 
               | >and given that some of Twitter's most hard core users
               | use third-party Twitter clients, and thus aren't
               | monetizable, the revenue per addicted daily active user
               | is even lower
               | 
               | I don't see how this must be true going forward, either
               | by having a standard cost for open access to the API or
               | through inclusion of twitter ads and metrics in the
               | endpoint streams.
               | 
               | As pointed out they are just in the middle of re-opening
               | the API developer ecosystem & it would be a shame to have
               | this reversed by activist investors for the second time.
        
           | rp1 wrote:
           | You're ignoring the competitive landscape. You might pay for
           | Google, but a lot of people would choose to use a free
           | alternative if they needed to pay. The loss in users would
           | give Google less data and make Google less effective as a
           | search engine.
        
             | TheTrotters wrote:
             | You're absolutely right about Google but, I think, it's not
             | necessarily true for Twitter. Their social graph is so
             | important that it wouldn't make sense for any one person to
             | go to a free Twitter clone.
             | 
             | And everybody moving at roughly the same time is probably
             | an insurmountable coordination problem.
        
               | BeFlatXIII wrote:
               | > it wouldn't make sense for any one person to go to a
               | free Twitter clone
               | 
               | True, but they may leave microblogging behind altogether
               | rather than pay. Twitter just isn't that valuable. Then
               | again, I deleted my accounts four or five years ago.
        
               | syshum wrote:
               | >>everybody moving at roughly the same time is probably
               | an insurmountable coordination problem.
               | 
               | If this were true we would not have a long long list of
               | defunct once popular platforms where people used to be,
               | but moved away from in mass after poor decisions by the
               | platform operators.
               | 
               | To believe twitter is immune to the digg, myspace, etc
               | effect is hubris not backed by reality
        
               | raydev wrote:
               | Myspace was for young online people. I was on Myspace. It
               | was tough to even convince half of my friends during that
               | time that being online was fun, let alone being on a
               | social network that didn't really facilitate
               | communication.
               | 
               | Digg was for nerds and nerd-adjacent people. Not sure why
               | you'd even mention it in the same breath as Twitter.
               | 
               | Twitter's scale is so massive, the social graph so
               | varied, that a true replacement is probably years away.
               | It's not impossible for a competitor to take over, of
               | course. Just unlikely.
        
               | TheTrotters wrote:
               | That's of course a fair point.
               | 
               | But there are key differences. Twitter is used as a key
               | communication channel for politicians, public officials,
               | business executives, journalists, academics etc. all over
               | the world. People's careers and influence are built
               | partly on their follower count and who those followers
               | are. Key users post under their real name.
               | 
               | Digg and MySpace were very different from that.
        
               | syshum wrote:
               | >>twitter is used as a key communication channel for
               | politicians, public officials, business executives,
               | journalists, academics etc. all over the world
               | 
               | I think this is over stated, Twitter is used to amplify,
               | or bring attention to some announcment, event, or other
               | communication but twitter itself is not the communication
               | channel, it simply links to the communication channel
               | which is often another platform (youtube as an example)
               | or a website, or some other communication type.
               | 
               | Twitter is advertising, be it paid ads, or the
               | "politicians, public officials, business executives,
               | journalists, academics " advertising their own work
               | directing people off twitter to consume more of that work
               | 
               | Personally I have found very little value and very little
               | substantive communications coming out of twitter, in fact
               | the only time I even visit twitter it is look at meme
               | accounts not to find actual information or news
        
               | jpindar wrote:
               | >the only time I even visit twitter it is look at meme
               | accounts
               | 
               | Funny how the people who don't use something always know
               | all about it. (Science Twitter is not meme Twitter.)
        
               | syshum wrote:
               | >>Science Twitter
               | 
               | Well if science is being conducted over twitter that goes
               | along way to explain the terrible state of modern
               | science...
        
               | JumpCrisscross wrote:
               | > _social graph is so important that it wouldn't make
               | sense for any one person to go to a free Twitter clone_
               | 
               | Twitter doesn't have as connected a graph as _e.g._
               | Facebook. This lets a few hyperconnected users credibly
               | threaten defection.
        
         | paulcole wrote:
         | The amount of money I'm willing to spend on jeans, electronics,
         | etc. is much higher than the amount I'm willing to spend on
         | Twitter. Makes sense that a service can sell ads for more money
         | than I'm willing to pay for the service.
        
       | cblconfederate wrote:
       | Maybe twitter can't make (more) money. Email or Instant messagers
       | don't make money, but they are essential protocols. I think any
       | change to its free model will instantly change its character so
       | much that it will lose relevance and drive people to simpler open
       | source solutions.
        
         | zhdc1 wrote:
         | > Maybe twitter can't make money.
         | 
         | They had 3.7B in revenue last year. They're doing ok.
        
       | throwaway4good wrote:
       | Chat with the crypto bros ... they've got some ideas ...
        
       | robofanatic wrote:
       | dont know if twitter charges $$ to people with large number of
       | followers. that would be a good way to make money.
        
       | gvv wrote:
       | I'm curious what will happen to Twitter's stance on BTC and
       | crypto in general, given recent favorable developments.
        
         | user-the-name wrote:
         | New guy is drinking at least as much kool-aid as the old guy,
         | so crypto bullshit will continue to burn the world and user
         | goodwill.
        
           | nasseri wrote:
           | When will people like you begin to realize how foolish you
           | sound?
        
             | sremani wrote:
             | I wish crypto people HODL-ed their opinions.
        
               | nasseri wrote:
               | Are you familiar with the phrase "laughing all the way to
               | the bank"?
        
               | pjc50 wrote:
               | But you're your own bank. So you're just laughing at
               | yourself.
        
               | nasseri wrote:
               | Lol this was pretty good I have to admit.
        
               | user-the-name wrote:
               | Yeah, and it doesn't apply to cryptocurrency traders, as
               | by simple mathematics, they lose money on average.
               | Cryptocurrency trading is a negative sum game. Any wins
               | you make are either imaginary, or come straight out of
               | somebody else's pocket who loses more.
        
               | shukantpal wrote:
               | If the market cap starts falling, yes
        
               | user-the-name wrote:
               | No, it has nothing to do with market cap or price at all.
               | Mathematically, _whatever_ the price does, investing in
               | cryptocurrencies means you will, on average, lose money.
               | Even if the price is currently skyrocketing.
        
           | z3rgl1ng wrote:
           | +1
        
       | EarlKing wrote:
       | Attempting to paywall Twitter at this late stage is a recipe for
       | disaster. People have become accustomed to receiving information
       | 'for nothing'. Telling them that they must now pay for it will
       | lead to a grand exodus elsewhere. It's not that you _cannot_
       | create a paywall across a service like Twitter, but that you
       | simply cannot do it on Twitter if for no reason other than the
       | fact that Twitter has operated for fifteen years already without
       | a paywall, and no one is going to start paying for what was
       | already adequately paid for without a subscription.
       | 
       | TL;DR Paywalls are for new services, not Twitter.
        
       | mherdeg wrote:
       | My favorite options for Twitter to make money are
       | 
       | * Early access to tweets -- send an API call with Elon Musk's
       | latest tweets 1000ms before they are public to algorithmic
       | traders for $1M/month
       | 
       | * Blue checkmark next to profile pictures that OpenSea verifies
       | you own
        
         | cblconfederate wrote:
         | Elon would then instanly cease twitting on order not to
         | alienate his fanbase.
        
           | notreallyserio wrote:
           | Or undercut Twitter by selling folks access to his tweets
           | 2000ms before they hit the API. His fanbase would eat that
           | up.
        
             | kwertyoowiyop wrote:
             | How about: Elon's tweets get sent to Teslas 5 seconds
             | before Twitter shows them.
        
               | kbelder wrote:
               | In an ideal world, Elon's tweets would be sent to Elon's
               | lawyers 24 hours before Twitter shows them.
        
         | rp1 wrote:
         | How would the second idea make money?
        
           | mherdeg wrote:
           | Maybe only some images get flagged with the metadata that say
           | that they work with Twitter, and OpenSea pays Twitter a 10%
           | cut of any works-with-Twitter image rights they sell?
        
           | detaro wrote:
           | make it only available to accounts that pay for it. Could
           | work with that crowd. (or make it a paid thing on the seller
           | side, pay to opt an offered series of pieces in). But
           | probably overall not that much money to be had.
        
           | everly wrote:
           | If a user has already spent money purchasing an NFT that they
           | want to use as their profile picture, they will almost
           | certainly spend a bit more for proof of ownership.
        
       | gandutraveler wrote:
       | I use Twitter is to get the latest pulse in real time for any
       | event (news story, episode). I hope they retain that. Problem
       | with highly curated feeds like FB, LinkedIn is that it doesn't
       | give you the the current snapshot and hence I don't even trust
       | it.
        
       | tinyhouse wrote:
       | Twitter need better relevancy. Their ads are some of the worse
       | I've seen on any platform. The other thing they need, as pointed
       | in the article, is other streams of revenue. Like LinkedIn for
       | example. They sell a premium subscription to a small subsets of
       | overall users (Twitter Blue is trying to do the same), have a
       | successful job board, etc. The article mentions Twitter is making
       | money of selling data. That's a good stream of revenue but they
       | can do much better. I doubt the new CEO would make a big
       | difference though. I think it's a bigger management issue than
       | just replacing the CEO. We'll see how things turn out.
       | 
       | So to respond to the original article by Ben Thompson, I don't
       | think it makes sense to charge all users, but it does make a lot
       | of sense to charge a subset of the users. People (companies) who
       | use twitter for marketing for example.
        
       | jollybean wrote:
       | The author is risking being a bit glib without much more detailed
       | data check.
       | 
       | People don't like to pay for stuff, and while surely Twitter has
       | many users for whom $4 would be irrelevant, it's going to be a
       | surprisingly small number - and - we've already established a
       | price of $0 in people's minds for the service.
       | 
       | Charging $25/month for the blue check and a bunch of other pro
       | services (including priority in feeds) might be some kind of
       | opportunity.
       | 
       | Where the author is correct and also reasonable in being more
       | generalized about it ... is the lack of a good Ad Program. That
       | should be embarrassing. Twitter has enough data to be able to
       | offer something approaching targeted, actionable Ads like
       | Facebook. And I think they can do it in a reasonable way.
        
       | artfulhippo wrote:
       | Twitter's success derives from how well it serves the people who
       | work on Twitter. Think politicians, business leaders, investors,
       | celebrities, influencers, tech workers, journalists.
       | 
       | People who work on Twitter, who have built a large following, who
       | use Twitter to propagate messages, to network with peers, and to
       | learn facts and rumors, would pay not just $4/month but $4000.
       | Whatever the price Twitter would charge journalists, they would
       | gladly pay; it's a cost of doing business.
       | 
       | Actually, in addition to being a business expense, Twitter is a
       | super-addictive dopamine hit ego booster, a game that makes it's
       | high-scoring players feel important.
       | 
       | Twitter's problem is that it makes the low-scoring players feel
       | bad. To use Twitter without a Blue Check is just not that
       | valuable to most people. Just like the Twitter elites derive a
       | sense of self-importance from their internet followers, the
       | Twitter masses feel a sense of illegitimacy, an angst against the
       | platform for driving the public discourse into a dumpster fire.
       | 
       | As long as Twitter provides news and entertainment, it'll get
       | used. But Twitter insiders and power users (Blue Checks) would be
       | well-served to heed the infamous advice: "Don't get high on your
       | own supply."
        
         | dsalzman wrote:
         | I agree. It really is becoming the Bloomberg Terminal 2.0.
        
           | 3maj wrote:
           | Twitter will never replace bbg.
        
         | JumpCrisscross wrote:
         | Cap the number of followers free accounts can have.
        
         | jdavis703 wrote:
         | I'm not sure a blue check is very important for engagement. I
         | don't have a blue check, and easily drive more engagement than
         | many verified accounts I follow. And I'm not the only one.
        
           | riffic wrote:
           | Blue checks are an arbitrary decree from above that someone
           | inside Twitter likes you. The whole thing is a sham.
        
             | solarkraft wrote:
             | It's even a badge of shame in some circles.
        
               | paulcole wrote:
               | Which circles is it a badge of shame in?
        
               | dymk wrote:
               | This one
        
               | jdavis703 wrote:
               | The folks who rage against the media and political
               | establishment (blue checkmarks are basically granted
               | automatically to journalists at traditional media outlets
               | and to anyone running for office.)
        
               | ctdonath wrote:
               | Blue check used to mean "identity objectively verified",
               | useful to confirm the twiterati using the name is the
               | actual person/group others think they are.
               | 
               | Then came the Great Bluecheck Purge, where anyone
               | exhibiting opinions not preferred by Twitter management
               | had their blue check revoked/denied - which in practice
               | was applied generally to Republicans, who constitute
               | about half the USA. (We're talking mainstream views, not
               | just weirdos.)
               | 
               | Ergo, anyone with a blue check is, by Twitter decree, not
               | a Republican. For Republicans, blue check now amounts to
               | a "badge of shame" indicating Twitter-approved
               | opposition.
               | 
               | Blue checks were changed from "identity confirmed" to
               | "one of us, not them".
        
               | kbelder wrote:
               | Sure, but it wasn't so absolute. They didn't uncheck all
               | conservatives, they just applied standards unevenly (but
               | probably, in their minds, justifiably), which results in
               | disproportionate results.
               | 
               | It's an echo chamber problem, but I'm not sure it's
               | deliberate.
        
               | fragmede wrote:
               | In an organization with hundreds, possibly thousands of
               | people, how would you get human-defined standards to be
               | applied evenly when other people are actively existing in
               | the grey area between what is and is not okay? Eg how do
               | you define pornography that won't also get eg breast
               | exams for cancer blocked? Now imagine that someone stands
               | to make tens or hundreds of thousands of dollars if they
               | can get something past your very human operators that
               | both is (according to viewers) and is not (according to
               | the censors) pornography.
               | 
               | The problem's even harder with text - sarcasm and satire
               | just don't come off in pure text. Emoji and "/s" helps,
               | but they're not requisite.
        
               | fuzzer37 wrote:
               | So they stopped verifying racists? Sounds fine to me.
        
               | jlawson wrote:
               | The world must be so simple and straightforward to you
               | when you can just throw millions of people in a slur-
               | labeled category and then treat them as non-humans
               | deserving of unlimited suffering.
        
               | riffic wrote:
               | this happens to leftists, journalists, and other critics,
               | not just repubs:
               | 
               | https://www.wired.co.uk/article/twitter-political-
               | account-ba...
               | 
               | https://en.wikipedia.org/wiki/Twitter_suspensions
        
               | jlawson wrote:
               | No, you're confused. Those are suspensions. We're talking
               | about removing the blue check mark or denying it. This
               | happens to people who aren't morally-approved by Twitter
               | for moral reasons.
               | 
               | For example, the blue check was _removed_ from Milo
               | Yiannopolous (the gay conservative provocateur who was
               | canceled a few years ago), after he was previously
               | verified.
               | 
               | Every "rule" on Twitter is no more than a tool used to
               | create the appearance of left-wing consensus by
               | suppressing alternative views through selective
               | enforcement. Nothing is even-handed, and it's incredibly
               | obvious when you're the target.
        
             | ghaff wrote:
             | Blue checks are mostly reserved for some specific
             | categories of users: celebrities, mainstream media
             | journalists, and politicians. It's not absolute but my
             | experience is that being only reasonably well known
             | (thousands of followers) in, say, tech circles isn't enough
             | to get a blue check. So it's not so much being liked but
             | being in a category which Twitter has determined is
             | important to avoid people faking identity.
             | 
             | I had someone spoof my profile a while back. (Chose hard to
             | tell apart user name and used my profile pic etc. to do
             | some crypto spamming.) Twitter promptly nuked their account
             | but wouldn't verify me afterwards.
        
               | jlawson wrote:
               | While there are many factors, an essential one is that
               | someone in Twitter finds you morally acceptable.
               | 
               | If Twitter thinks you're not morally good, they will
               | actually _remove_ a blue check which they previously
               | granted (e.g. they did this to Milo Yiannopolous). If
               | blue checks were just about identity veritifaction, this
               | would make no sense since Milo 's account's identity was
               | never in question. Ergo, it isn't just about identity
               | verification.
        
               | honkdaddy wrote:
               | This has been my experience as well. A perfect example is
               | podcasters - Anna [1] hosts a relatively popular and
               | occasionally politically inconvenient podcast called Red
               | Scare. No check. Alexandra [2], the host of Call Me
               | Daddy, also a popular comedy podcast, naturally has a
               | check. This is pretty openly discussed by e-celebs of
               | middling fame. Until one reaches a critical mass of
               | popularity, you won't get a check if you don't correctly
               | toe the culture line.
               | 
               | [1] https://twitter.com/annakhachiyan [2]
               | https://twitter.com/alexandracooper
        
           | artfulhippo wrote:
           | Assuming that you "work on Twitter", ie, your career is in
           | part built on Twitter, what do you think the value of a Blue
           | Check is? I would bet it's worth more than $1000/yr to the
           | average person in the "Twitter Middle Class" (someone using
           | Twitter for work but not at mega scale). Even a single digit
           | percentage point boost in engagement is worth a lot, or do
           | you disagree?
        
             | jdavis703 wrote:
             | Twitter is worth about the same as say a Bloomberg News or
             | WSJ subscription to me. Perhaps slightly more. That is to
             | say I'd pay a few hundred bucks for it.
             | 
             | But there's no way I'm spending $1,000 a year on it if I
             | can't expense or write it off taxes (right now my usage is
             | a mix of personal and non-personal, so it's hard to
             | correctly account for it).
        
         | brnt wrote:
         | > Twitter's success derives from how well it serves the people
         | who work on Twitter.
         | 
         | Black Rock and Cato pushed Dorsey out. I thought this was
         | common knowledge and a clear sign of where Twitter is headed
         | (and indeed where some notorious Twitterers would have liked it
         | to go a while back).
         | 
         | Getting high on ones own supply is precisely the point. Its
         | meant to be addictive, for Twitterers and followers alike.
        
           | boldslogan wrote:
           | Can you give links for further reading. I think I read about
           | certain investors but never saw black rock names as one who
           | wanted him out.
        
           | arthurcolle wrote:
           | Who is Cato in this? Presumably not the Cato Institute? Lol
        
         | siruncledrew wrote:
         | I would be surprised if Twitter doesn't already have some kind
         | of behind-the-scenes payment arrangement for these "VIP" level
         | users to protect their accounts and do whatever other special
         | things.
         | 
         | If Twitter doesn't already do this, then it's dumb, quite
         | frankly, from a business sense due to all the extra labor (in
         | terms of engineers, support, etc) to provide services for these
         | VIPs compared to normal users. Like you said, if these Twitter
         | VIPs are having their cake and eating it too with monetizing
         | Twitter for their own benefit, why wouldn't Twitter ask for a
         | cut.
         | 
         | Twitter's already done what even other major social platform
         | has done and become dependent on advertising revenue. If
         | Twitter becomes all paid and charges even $1/mo, that would
         | wipe out a huge amount of "normal" users that are accustomed to
         | paying the price of free, and then that's going to impact the
         | ad revenue because of lesser targeted normal people to
         | advertise to.
         | 
         | I think the problem Twitter is going to face is how to balance
         | all the plates they have in the air with realistic
         | expectations.
         | 
         | It's the "classic" problem that these platforms want to solve
         | to keep up with investor expectations. So far, there's mostly a
         | bunch of 'little' approaches to this like selling some random
         | digital trinkets or paying for some 'meh' extra features, but
         | these things are like side-dishes that don't reap enough
         | benefits to compensate for appetites of continuous profit
         | expansion.
         | 
         | This is sort of like being torn different ways. From one angle,
         | if Twitter "changing the formula too much" makes the platform
         | worse and people leave, then they don't grow and face
         | shareholder backlash. From another angle, if Twitter hits a
         | wall on monetization and can't figure out how to boost their
         | cap, then Twitter becomes an unattractive investment and will
         | just kinda flatline growth. And finally, people could still
         | just find a new thing to go to anyways and if Twitter does not
         | and stays Twitter, people still might get bored and move over
         | to TikTok or Reddit or whatever.
         | 
         | Basically, even Twitter shows it's still hard to balance
         | reality with desire with mission.
        
           | bingohbangoh wrote:
           | You could offset the costs of building "customer" filters for
           | super users as well -- ones that do a lot of work to ensure
           | certain people never comment or their comments are
           | downweighted.
        
           | rhino369 wrote:
           | >If Twitter doesn't already do this, then it's dumb, quite
           | frankly, from a business sense due to all the extra labor (in
           | terms of engineers, support, etc) to provide services for
           | these VIPs compared to normal users. Like you said, if these
           | Twitter VIPs are having their cake and eating it too with
           | monetizing Twitter for their own benefit, why wouldn't
           | Twitter ask for a cut.
           | 
           | They probably drive a ton of engagement, which benefits
           | twitter.
        
           | riffic wrote:
           | > behind-the-scenes payment arrangement for these "VIP" level
           | users
           | 
           | Twitter licenses premium data APIs. Twitter's "VIP level"
           | users are those that pay significant amounts of money to
           | consume these data APIs to extrapolate whatever sort of
           | information the data can provide.
           | 
           | You can research and confirm this yourself but sources for my
           | assertion:
           | 
           | https://www.bbc.com/news/business-24397472
           | 
           | https://www.fool.com/investing/2017/06/19/what-will-
           | happen-t...
           | 
           | If you're paying money to Twitter for this sort of info,
           | Twitter bends over backwards to support you.
        
           | AniseAbyss wrote:
           | Why is there this assumption that people will pay for
           | something that's currently free?
        
         | vmoore wrote:
         | > Think politicians, business leaders, investors, celebrities,
         | influencers, tech workers, journalists.
         | 
         | I always found it amusing that common people who are not that
         | interesting share the same platform with influential people /
         | thought leaders / celebrities. The fact you can just cold tweet
         | and @mention a famous person out of the blue is highly
         | parasocial and strange.
        
           | handrous wrote:
           | Well--you can @ their social media manager, anyway. Not much
           | different than "calling your Senator" and getting some
           | secretary in their office.
           | 
           | Though I'm sure some do actually use it themselves (Musk
           | seems to, for instance)
        
             | solarkraft wrote:
             | A lot of them seem to and that's the big deal. Though they
             | likely won't see your mention if they don't follow you.
        
               | artfulhippo wrote:
               | Verified Users get a separate priority queue; the real
               | benefit of being a Blue Check is that other Blue Checks
               | will see when you mention them.
        
         | authed wrote:
         | > Think politicians
         | 
         | Twitter is biased, that's what I think.
        
         | [deleted]
        
         | gandutraveler wrote:
         | I would monetize the reach of a post if i were Twitter CEO.
         | Today leaders politicians, celebrities, corps etc have such a
         | wider reach through Twitter due to their following, so Twitter
         | can set a default max threshold on the how many audience the
         | post will reach to and allow users to pay for boost their
         | reach.
        
           | javajosh wrote:
           | I like this because "reach" scales with "moral hazard" and so
           | adding default network decay would help dampen the
           | outragememes. But if you pay to take the dampening off you
           | can be accurately judged for paying to propagate helpful or
           | harmful things.
        
           | scotu wrote:
           | this is literally ads.. and we saw how well that works (for
           | say Facebook)
        
       | glintik wrote:
       | New business model from me - $0.01 per post/comment, $1 - per
       | hating post/comment.
       | 
       | Make world happy again!
        
         | klyrs wrote:
         | Don't silence dissent, just charge for it? This is the dystopia
         | that scifi taught me to expect..
        
       | riffic wrote:
       | I've proposed a business model for a while for Twitter: take
       | their software and whitelabel it for institutions, media, or
       | whoever's big enough to own their own domain name and wants to
       | have their own @namespace @example.com
       | 
       | this would be a good fit for large media sites (journalism
       | twitter is huge), government, businesses. let them pay.
       | 
       | examples of this being expressed here by me:
       | 
       | https://news.ycombinator.com/item?id=21159283
       | 
       | https://news.ycombinator.com/item?id=25895654
        
         | weird-eye-issue wrote:
         | That's great but I just don't see the value there
        
           | riffic wrote:
           | Governments don't get value from Twitter?
           | 
           | Journalists don't get value from Twitter?
           | 
           | Influencers and other business users don't get value from
           | Twitter? Sports teams? Non-commercial entities?
           | 
           | I appreciate your insight but I disagree with your analysis.
        
             | Talanes wrote:
             | That doesn't mean they'd get value by running their own
             | namespace though.
        
         | nonameiguess wrote:
         | You might be surprised to know the NSA has already cloned
         | versions of Facebook, Tumblr, and Twitter onto US classified
         | networks so IC and DoD agents can use them to publish and
         | exchange classified information the same way influencers use
         | normal social media. I can't remember what they call the Tumblr
         | clone, but the Twitter one is eChirp and the Facebook one is
         | called Tapioca.
         | 
         | It's not like there's anything all that complicated about the
         | basic tech model of "loosely synchronized, eventually
         | consistent live data feed algorithmically sorted with the
         | ability to follow and group sources." Where these services earn
         | their valuations is in sheer scale of the user base combined
         | with the backend telemetry and machine learning services that
         | drive user profiling and personalized ads, but government
         | institutional use would not want or need those features. As far
         | as I know, eChirp and Tapioca are maintained by volunteers and
         | functionally equivalent to Twitter and Facebook if you stripped
         | out the features built for serving personalized ads and
         | maximizing reader engagement.
        
         | gargron wrote:
         | You are describing Mastodon [1]
         | 
         | [1]: https://joinmastodon.org
        
           | riffic wrote:
           | hah, yes in a way I am.
           | 
           | edit: Eugen, you can steal this business model from Twitter
           | if they don't want to play in this space. Run Mastodon-as-a-
           | service and sell it to institutional actors. I don't know who
           | runs Masto.Host but they seem to be positioned to offer your
           | software as a service to these groups.
           | 
           | There are other AP implementations that can be sold (as a
           | service) to these large pocketed groups, not just your own
           | software product.
           | 
           | another edit: this may leave a sour taste in your mouth but
           | you now have a notable political user of your software, one
           | that more than likely does not have the technical competence
           | to be running it on their own. Someone could be making money
           | off of them by providing a managed, white-labeled Mastodon
           | instance (and then be responsible for scaling, security,
           | availability, all the devops shit, etc). Not saying that
           | should be you, but someone could.
        
             | edgyquant wrote:
             | This doesn't make any sense. If people are willing to pay
             | for a Twitter like service they are going to pay Twitter
             | before they pay for mastodon instances
        
           | m4rtink wrote:
           | And companies already run their own Mastodon instances - the
           | Japanese imageboard/artist website Pixiv runs a Mastodon
           | instance called Pawoo. That's apparently how elephants and/or
           | mammoths sound like in Japanese. :)
        
             | riffic wrote:
             | sounds like Pixiv has the ops expertise to potentially run
             | Mastodon-as-a-Service to those who would pay to host a
             | managed instance.
             | 
             | There's value in managed services (security, keeping
             | updates applied, uptime, scaling, etc etc)
             | 
             | If there's someone at Pixiv reading this and looking to
             | pivot, I won't feel bad if you take this idea and run with
             | it.
        
       | danguson wrote:
       | I have read from an article that they will enable NFT-based
       | profile pictures in the near future, I wonder how will the new
       | CEO act on this feature.
        
       | lekevicius wrote:
       | The question is, which aspect is monetized: reading or writing?
       | If it's reading, then I see Twitter quickly losing out to a
       | platform that is free to read. Politicians and celebrities
       | wouldn't make announcements on a platform that requires payment
       | to read. If it's writing / having an account, then the suggestion
       | is a lot more reasonable. I would pay $4/mo, and would be very
       | glad to not have spam comments below every tweet I read.
        
         | cblconfederate wrote:
         | Twitter is a first-responder medium. If people had to pay we'd
         | miss so many breaking events that make it valuable to
         | journalists et al in the first place. That model would work for
         | a newsletter , but not for a live medium
        
         | barkerja wrote:
         | They already have a subscription model for this: Twitter Blue
         | https://blog.twitter.com/en_us/topics/company/2021/introduci...
         | 
         | It enhances the experience on Twitter for those that desire
         | more features: a thread feature (which is /really/ nice IMHO),
         | ability to cancel tweets after send, more color themes and
         | customizable icons, etc.
         | 
         | The Twitter "as we know it" will likely always remain free and
         | ad-driven, but if you want an enhanced experience, you're going
         | to have to pay for it. And that's fine by me.
        
           | ryanmcbride wrote:
           | I'd buy twitter blue right now if it didn't still have ads.
           | I'd pay 3 times its cost if it was just ad free. Sure it's
           | not a problem on my computer because I have adblock but I
           | primarily use twitter on my phone, and I'm too lazy to set up
           | an adblocking DNS like pihole.
        
             | lekevicius wrote:
             | You can try to use a third-party client like Tweetbot. They
             | don't have ads.
        
         | yunruse wrote:
         | A carefully-applied monetisation model could be quite helpful
         | for the community as well as Twitter's bottom line. Private
         | accounts - perhaps with an extended network, friends-of-friends
         | - could still remain free and generate ad revenue.
         | 
         | The one issue is that chipping off existing features would
         | cause major backlash. While removing low-quality replies and
         | other spam is nice, it relies on even higher-quality
         | moderation, to provide adequate incentive not to lose out on a
         | purchase, but also to avoid regulatory issues, as this now
         | becomes a product.
         | 
         | When it comes to adding features to sweeten the deal, however,
         | there are very few that can really be added that provide a
         | tangible benefit. The only feature I can think of is being able
         | to edit tweets - or more accurately, embed a second tweet,
         | similar to a quote-tweet, to provide an update. This would
         | allow people to provide context, retract claims, or other uses,
         | especially when a tweet gets attention or controversy, and
         | could go a small way in reducing toxicity.
        
       | [deleted]
        
       | chrismorgan wrote:
       | > _Still, even if you cut the userbase by a third to 141 million
       | daily addicted users -- which I think vastly overstates Twitter's
       | elasticity of demand amongst its core user base_
       | 
       | Am I reading this correctly, that he believes Twitter would
       | retain considerably more than two thirds of their daily addicted
       | users if they asked them for ~$4/month? Even two thirds sounds
       | grossly unrealistic to me. I would be astonished if even one in
       | _ten_ stayed. I'd even be more than a little surprised if one in
       | ten stayed if you asked them for $1 /month.
       | 
       | (I'm mostly a non-spender and non-user of social media. All I'm
       | basing this on is my feelings and observations of the fickleness
       | of consumption and people's commonly-irrational behaviour around
       | free things.)
        
         | kibibyte wrote:
         | I wonder if the author remembers App.net.
         | https://en.wikipedia.org/wiki/App.net
        
         | AniseAbyss wrote:
         | The very reason why much of the internet is financed by
         | advertising money is because users do not in fact want to pay a
         | subscription.
        
         | zhdc1 wrote:
         | > I would be astonished if even one in ten stayed.
         | 
         | Yep. They don't even need to go to subscription model to be
         | profitable. Keep on doing what they're doing, maybe trim the
         | employee headcount to something more reasonable, and continue
         | to enjoy modest - as in, unsexy but consistent - year-over-year
         | ad revenue gains.
        
           | pram wrote:
           | This might work if Twitter was a private company. Their stock
           | has been an enduring stinker and frankly I would bet on it
           | being sold rather than the owners being satisfied with
           | 'unsexy consistency'
        
             | xboxnolifes wrote:
             | And that is totally fine when looking for the "unsexy ad-
             | revenue gain" and not stock appreciation.
        
               | colinmhayes wrote:
               | Which isn't what anyone is looking for with twitter. That
               | strategy leads to the CEO being fired.
        
         | ldehaan wrote:
         | Yeah I quit everything but IRC. Twitter was so gross, I don't
         | miss it, but actually actively wish that it would die. It's SO
         | gross. I can't believe I used that trash for as long as I did,
         | talk about a tool to destroy commonality man. The sooner people
         | quit, the better the world will be, I hope one day it will be
         | seen as akin to smoking in public, the more smokers the more
         | dangerous. Maybe like cigarettes one day it will only be
         | popular in France where all the wokest freaks live.
        
           | kwertyoowiyop wrote:
           | I was with you until the 'woke France' stuff.
        
             | xmprt wrote:
             | Which is ironic because France strikes me as one of the
             | least "woke" countries in Europe.
        
               | TillE wrote:
               | No country is perfect, but French society is pretty
               | notoriously sexist and racist.
        
         | ladon86 wrote:
         | What about $7.99/mo to apply for and keep a blue check? It's
         | only displayed if you're verified _and_ a subscriber.
        
           | robofanatic wrote:
           | or charge few cents per post for users with large number of
           | followers. if you have thousands for followers you should be
           | little careful in terms of what you post. charging money
           | would put some control.
        
           | alphabet9000 wrote:
           | https://www.researchgate.net/profile/Aaron-
           | Ahuvia/publicatio...
        
           | mortenjorck wrote:
           | The blue check, calling card of the Twitter cultural elite,
           | is such a highly coveted status symbol that it's almost
           | incomprehensible to me that Twitter hasn't come up with a way
           | to directly monetize it. It's an incredible amount of value
           | just sitting there.
        
         | pjc50 wrote:
         | I'd expect it to be more like 1 in a hundred staying. Certainly
         | I'd take it as an excuse to cut the tie and try to find which
         | discords people had fled to. They'd probably lose a third of
         | their users _simply by annoucing the plan_.
         | 
         | There is one plan which they've never considered and probably
         | never will: something like Twitch, where you can pay for the
         | "content creators" you like.
        
           | chrismorgan wrote:
           | Mind you, this is talking about daily addicted users, not the
           | total user base.
        
           | abernard1 wrote:
           | > There is one plan which they've never considered and
           | probably never will: something like Twitch, where you can pay
           | for the "content creators" you like.
           | 
           | They will never do this.
           | 
           | Twitter has become a self-absorbed status tool for people who
           | believe the supposedly correct things. These days, one of
           | those things is thin-skinned censorship. Allowing payments
           | would reveal that their most popular users are people that do
           | not agree with the worldviews of the Twitterati.
           | 
           | If it comes down to charging marketers for some hand-wavy
           | conception of "reach" that can't be attributed, or _direct_
           | attribution that would definitively show that Twitter is a
           | biased dumpster fire, Twitter will always pick the former.
        
           | Akronymus wrote:
           | I don't even think that discord is that good an alternative.
           | 
           | Matrix and/or IRC works REALLY well for me, for the most
           | part.
           | 
           | I am on discord mostly because pre-existing communities/not
           | having any alternative.
        
             | Nav_Panel wrote:
             | Discord is great because of community discoverability and
             | ease of joining IMO. My main gripe with IRC is that I need
             | to add a whole separate server with a separate login to
             | access different channels (which is, ofc, a feature and not
             | a bug). This means I end up with like 4-5 different servers
             | coexisting in my irssi instance. On top of that, I need
             | access to a persistent server session, as some of these
             | servers ban cloud IRC providers like IRCCloud.
             | 
             | Overall, Discord is just a lot better for getting small
             | groups spun up quickly. That said, I also have to use
             | Discord for certain work client communities (mostly in the
             | crypto space), and it's annoying to maintain a separate
             | professional Discord identity from my social one. The
             | compromise I've settled on is that I use social login in
             | the web client and work login on Desktop, but on mobile I
             | have to pick one or the other, or do a lot of annoying
             | login switching. So, to some extent, I totally agree.
             | Ironically easier to SSH into my server on my phone and run
             | tmux if I need to access my various IRC sessions.
        
           | basscomm wrote:
           | > There is one plan which they've never considered and
           | probably never will: something like Twitch, where you can pay
           | for the "content creators" you like.
           | 
           | Twitter rolled out Super Follows[1] and Twitter Blue[2] a few
           | months ago
           | 
           | [1] https://blog.twitter.com/en_us/topics/product/2021/introd
           | uci... [2] https://blog.twitter.com/en_us/topics/company/2021
           | /introduci...
        
             | moralestapia wrote:
             | And it was pretty much DOA, IIRC.
        
               | judge2020 wrote:
               | Super Follows work well, Twitter Blue just doesn't have
               | much pull to it since it doesn't allow editing tweets.
               | People won't drop Patreon immediately, but over time
               | we'll see Super Follows more since Twitter can provide
               | more chances of discovery over Patreon.
        
               | notatoad wrote:
               | twitter blue launched in the US on november 9. i think
               | it's a little early to call it DOA.
               | 
               | super-follows launched widely around the same time, after
               | being in private beta since september. at least in my
               | anecdotal experience, i see quite a few high-profile
               | twitter personalities have enabled it - no idea how many
               | people are actually paying them though.
        
           | Nav_Panel wrote:
           | Not just Discord, every little social circle would spin up
           | local mastodon instances. It would be really good for
           | decentralization actually, I kinda want them to do this lmao
        
             | bryanrasmussen wrote:
             | >Not just Discord, every little social circle would spin up
             | local mastodon instances.
             | 
             | The Hacker News force is strong in this one.
             | 
             | on edit: born of familiarity with the genre here, but no
             | there is not going to be a great upswelling of everyone
             | running to spin up local mastodon instances. Except in some
             | of the techie market, and not even all of us have the time
             | for that.
        
               | Kye wrote:
               | masto.host is pretty much the standard managed platform
               | for people who don't want to run their own Mastodon. $7
               | is only a little more expensive than this proposed price,
               | and you can host a few friends on it.
        
               | tata71 wrote:
               | Second this, hosted private (allowing interop with
               | public) spaces will become ubiquitous.
        
               | vineyardmike wrote:
               | While i agree with you that this is an unlikely future,
               | trump is launching a mastadon instance for himself and
               | his followers, so it is totally a thing that people are
               | doing - slowly.
               | 
               | In fact, the domain of your account could actually be a
               | huge social symbol of how important you are. Maybe
               | celebrities use @verified.social while everyone else gets
               | @twitter.com or @trump.social or whatever.
        
               | downWidOutaFite wrote:
               | > The Hacker News force is strong in this one.
               | 
               | Since I don't have enough karma to downvote I'll say why
               | I hate this kind of comment.
               | 
               | 1) It violates HN's comment guidelines, "Be kind."
               | "Please don't sneer, including at the rest of the
               | community. "
               | 
               | 2) It tries to put you above all the "nerds". As if
               | you're so much smarter than the borderline asperger nerds
               | that are somehow incapable of putting any thought into
               | usability of products.
               | 
               | 3) You're one of us, you're here on Hacker News. This is
               | a giant non-monolithic forum.
               | 
               | 4) It lacks imagination and it's stuck in the status quo.
               | Innovation doesn't just appear fully formed out of a
               | slick FAANG press conference. Innovation happens one
               | curious motivated hacker at a time pushing barely usable
               | tech forward while people like you sneer at them.
        
               | Nav_Panel wrote:
               | My main point is that "Free" is a strong force to reckon
               | with, in the face of a monthly subscription fee. Of
               | course, Mastodon isn't actually free, but it's the sort
               | of situation like IRC, where only one ops guy willing to
               | spend a little bit can host the space for everyone.
               | 
               | At least, this is the logic I and the rest of my Twitter
               | circle (which is fairly large! I've met probably 50-100
               | people irl through Twitter, got my job through Twitter,
               | have two accounts with follower counts in the thousands,
               | etc) would likely use if planning to jump ship. People
               | who treat Twitter as a pure feed rather than as a social
               | space might be willing to pay, but part of what makes
               | Twitter such a great news source is that _anyone_ can
               | post current happenings, and how many of those _anyones_
               | with small accounts will be willing to pay just to use
               | the platform once every week or two?
               | 
               | Of course, Twitter could get around all this by having
               | paid accounts for power users only, but then many of the
               | most important and largest accounts would jump ship and
               | devalue the platform for everyone else, leaving only paid
               | marketing accounts that cater to fans and brands. Not a
               | great situation.
               | 
               | Point being, it's a hard problem, for Twitter to monetize
               | without losing the thing that makes it a great platform,
               | and my guess is charging all users a flat subscription
               | fee ain't gonna cut it, and would produce an exodus to
               | the next-most-similar platform, i.e. Mastodon.
        
               | cyber_kinetist wrote:
               | Maybe a bit tangential to the original comment, but
               | starting my potentially controversial rant on Mastodon
               | and Twitter:
               | 
               | The real problem with Mastodon, is that it's too similar
               | to Twitter! People try out new sites because they have
               | something different in terms of content creation or
               | consumption (Discord, with its real-time communication
               | and flow of conversations, Tiktok for its instant video
               | creation and consumption, etc...) But Mastodon has
               | nothing new to show off, since it's basically a Twitter
               | clone (yeah, with some extra features like federation,
               | but seriously why use it when you have Twitter?)
               | 
               | Mastodon has basically become Twitter for ex-Twitter
               | people who don't want to deal with ratios and wild crowds
               | and have their own "cozy" space. And I've observed people
               | trying to move to Mastodon and realize it's a very quite
               | place and immediately jump back in on Twitter after a
               | month... I understand that there is a niche of people who
               | dig that kind of cozy stuff, but most people still just
               | love the wildness of Twitter where anyone can be
               | commented on, retweeted, quote-tweeted, "ratioed", and
               | "get judged and fucked by the audience". Yes, it's also
               | one of the most horrible and deranged places of the
               | Internet, but people accept that and still log in because
               | we have our own death drives to fulfill. We know that
               | cigarettes and drugs are harmful, but isn't that the
               | point?
        
               | Nav_Panel wrote:
               | Oh, I totally agree on all counts. I have no reason to
               | use Mastodon while Twitter still exists and is free. OTOH
               | I'm currently working at a company building a social
               | platform specifically targeted at crypto communities, and
               | it's fun to think about what sorts of different features
               | we can offer to that space of users and their specialized
               | needs.
        
               | rapnie wrote:
               | There is only so much that one microblogging app differs
               | from another, or one chat app from yet another chat app.
               | But there's more to Mastodon than what you describe. The
               | fact that you have chronological timelines, and not some
               | random algorithmically generated list and recommendations
               | flying in from everywhere, is really refreshing. This
               | means too that when you first use Mastodon, your UI is
               | mostly empty. It seems quiet. The impatient ones then
               | already leave. If you take the time to build your
               | following, then you get a great personal timeline. And
               | the server instance you choose can already give you a
               | nice community in the server timeline. The fediverse is
               | small compared to Twitter user base, but with millions of
               | users there's plenty to explore and engage with. And
               | there's better netiquette in general.
        
         | [deleted]
        
         | mejutoco wrote:
         | A move like that could make very transparent how many of those
         | accounts are bots. It seems risky if the active users are
         | inflated (idk if it is the case but it could very well be)
        
         | xyzzy21 wrote:
         | I think they should try it. What's the worst that happens? A
         | horrible blight on society goes under or it becomes something
         | worthwhile for the first time in its corporate history. Either
         | way it improves the world!
        
         | adventured wrote:
         | Your take is correct. Twitter would be decimated by requiring
         | $4/month to use it, and that might be generous. Could they even
         | get 5-10 million paying subscribers? Probably initially,
         | however the network would erode rapidly and those paying
         | subscribers would drop off.
         | 
         | Someone else would simply step in and fill their shoes with an
         | ad model. The ad model works exceptionally well. Twitter's
         | primary problem is and always has been cost bloat. They should
         | have 30-40% operating income margins; instead it's more like
         | 7%. They have always been very poorly operated and very poorly
         | structured as a business. They did $357m in operating income on
         | $4.8b in sales the last four quarters. When Facebook was that
         | size they had 25-30% operating income margins (while growing
         | very fast), there's no reason Twitter shouldn't be able to at
         | least match that at this stage of their business life (there
         | isn't some great 80% growth surge coming next year that they
         | need to be prepared for, staffing up ahead of time).
        
           | zuminator wrote:
           | They could limit their free tier to say 1000 characters and
           | 10 retweets a day, while retaining unlimited browsing and
           | "likes." If you want more than that, subscribe to Twitter
           | Blue. Or watch a 30 second ad to reload your
           | character/retweet inventory. If they do it right they could
           | get obsessive Tweeters paying $99.99 a pop like free-to-pay
           | gamers trying to max out their gear.
        
           | 3maj wrote:
           | Twitters Revenue/Employee Headcount (not counting any
           | contractors) is currently around 636k/employee. As far as
           | FAANG companies go Twitter has an over bloated workforce.
        
         | tomnipotent wrote:
         | Agreed, I just don't see it.
         | 
         | Subscriber counts for a handful of subscription companies:
         | Netflix: 209M       Amazon Prime: 200M       Spotify: 165M
         | Disney+: 118M       Youtube Premium/Music: 50M       Hulu: 44M
         | Charter: 30M       NY Times: 8M       WaPo: 3M
        
           | YetAnotherNick wrote:
           | Except for youtube premium you don't have any alternative for
           | the sites available for free. For twitter there is sea of
           | alternatives that does the exact same thing.
        
             | nicce wrote:
             | Sea of alternatives and I have never heard about one.
        
               | colinmhayes wrote:
               | Parler popped up pretty quickly. I would be very
               | surprised if everyone didn't immediately migrate if
               | twitter announced this.
        
             | tomnipotent wrote:
             | > there is sea of alternatives
             | 
             | None of them even remotely have Twitter's reach, and more
             | importantly content creators ranging from heads of state to
             | Nobel Prize winners to A-list celebrities.
        
               | brianwawok wrote:
               | Right, but people are not paying $4 to read this. At
               | least 99% of the market would drop off. I literally just
               | log on to see what hilarious things papa elon tweet,
               | without it I would just... do something better with my
               | time.
        
               | logifail wrote:
               | > heads of state to Nobel Prize winners to A-list
               | celebrities
               | 
               | I'm reminded of my OH's retort to someone reportedly
               | claiming fluency in multiple languages, "Great, but do
               | they have anything interesting to say in any of them?"
               | 
               | I'm just not interested in Twitter as a source of
               | information. For me, it's a last-ditch-saloon means to
               | complain to companies who can't or won't publish a
               | customer services email address. That's all.
        
               | Closi wrote:
               | Absolutely agreed - what's the thing in common all the
               | listed 'paid for' subscriptions have? Good quality
               | content.
               | 
               | What's twitters general concept? 140 word tweets that are
               | intended to have very little thought go into them in
               | general. That to me is poor quality content.
        
               | colinmhayes wrote:
               | Twitter is the first place every piece of information has
               | been posted on the internet for a decade. Seeing it asap
               | might not matter for you, but it does for many people.
        
             | distances wrote:
             | Spotify has a free tier too of course, with a bit more free
             | users than paying ones according to Wikipedia.
        
           | tinyhouse wrote:
           | The key is that none of these have free alternatives, besides
           | NY Times and Washington Post (I don't know what Charter is).
           | Twitter has many free alternatives so it'd be closer to the
           | bottom of this list.
        
       | mythrwy wrote:
       | Maybe they could charge people $1 to label other's posts as fake
       | news. And $1 to remove one vote that a post is fake news.
       | 
       | Capitalize on the flame wars. Ya, it won't make the world a
       | better place but does Twitter do that now?
        
       | cletus wrote:
       | A better title might be: How to Kill Twitter With This One Trick
       | (Paid Access)
       | 
       | Twitter is IMHO only a communication platform for celebrities and
       | brands. This is <0.1% of the user base. For most people, your
       | Tweets are even less noteworthy than Youtube comments.
       | 
       | What users use Twitter for seems to be three things:
       | 
       | 1. As a de facto notifications platform;
       | 
       | 2. As a news feed aggregator. This then means consuming content
       | off platform; and
       | 
       | 3. "Voting" on content you agree or disagree with. Ultimately
       | this is what liking and retweeing really is: no different to
       | liking a Youtube video. That's all it does.
       | 
       | Users are famously unwilling to part with even small sums of
       | money for Internet services. Twitter seems no different here.
        
       | enos_feedler wrote:
       | I really don't think Twitter could afford to charge for reading
       | or writing. There is too much competition for eyeballs in social.
       | What they need to do is continue making it free, and enable
       | creators to grew new businesses on top of Twitter and take a cut.
       | The issue here is Apple and Google taking 30%, but growth is
       | growth, even if that cost exists.
        
       | a-dub wrote:
       | twitter would be a lot more fun if they just accepted what
       | they're actually useful for, an attention game. they should hire
       | a large team of writers and ban links to the real world- turn the
       | whole thing into a giant fantasy larp game and charge people to
       | play.
        
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