Twitter’s best defense against Threads may be to retreat to that lower left corner: focus on what is happening now, from people you chose to follow. The problem, though, is that while this might win the battle against Threads, it means that Musk will have lost the war when it comes to ever making a return on his $44 billion. In truth, though, that... See more

There's also an argument that Twitter should split into two companies: TwitterServiceCo, to run all of the services and sell them to third-parties, and TwitterAppCo, which would build one of many competing app products on top of Twitter’s service and social graph.

Twitter could still do that, and pursue other initiatives like its revitalized API, offering developers the opportunity to build entirely new experiences on Twitter’s information flow (including unmoderated ones). The difference from the first go-around is that Twitter won’t have an advertising business to protect, and thus will have its interests... See more