Price-First or Thesis-First Research?
Western social apps also rely much more heavily on advertising revenue. The lifeblood of their income statement is traffic to the feed. This means feed relevance is paramount. Anywhere one's social graph drifts from one's interests, boring content invades the feed. The signal to noise ratio shifts the wrong direction. Instead of pruning and tuning ... See more
Eugene Wei • And You Will Know Us by the Company We Keep
It’s ultimately a math question: are you more likely to find compelling content from the few hundred people in your social network, or from the millions of people posting on the service? The answer is obviously the latter, but that answer is only achievable if you have the means of discovering that compelling content, and, to be fair to both Facebo... See more
stratechery.com • Threads and the Social/Communications Map
The problem is that within many conventional retail organisations, the term “content” is conflated with advertising. To wit, I’ve even seen entire brand YouTube channels that contain nothing more than a company’s TV ads. And while it is true that fashion brands like Chanel and Burberry, for example, long ago began to think more like media companies
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