Here is probably where everything starts: ad-driven platforms (Facebook, Instagram, Youtube) only reward top creators. Mid and small-size creators are left out - no matter how engaged their audience is. Long story short, mid and small-size creators desperately need new tools to engage and monetize their community.
1/ Thread: The role of intangibles in valuation
I feel like a broken record, but @mjmauboussin and Dan Callahan recently published another intriguing piece titled "One Job".
What is "One Job"?
To take advantage of gaps between expectations and... See more
Facebook's hands are tied
1—High ARPU coastal users have churned; TikTok is eating their lunch
2—They can't acquire because of antitrust scrutiny
3—They can't build because founders don't want to be there
4—IDFA killed their ability to target ads
5—The metaverse is 10yrs... See more
WE MAKE UNCONSCIOUS TRADE-OFFS This is one of the paradoxes of being human: that our beliefs serve such different purposes all at once. Invariably, we end up making trade-offs. We trade off between judgment and belonging. If you live in a tight-knit community, it might be easier to fit in if you use soldier mindset to fight off any doubts you have... See more
If that's not bad enough, the second inconvenient truth is that even with the ideas that do prove to have potential, it typically takes several iterations to get the implementation of this idea to the point where it delivers the necessary business value. We call that time to money