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> Facebook has figured this out and that's why they are rolling out offerings like Paper

Right, but hasn't Paper been a gigantic flop?




Maybe, it's too early to tell. The thing is that Facebook has to convince content providers to do it...Twitter already has them doing it; they just don't seem to know the value. Facebook is for sharing links, to me that's a lot less valuable than original content in the space (per user).

I'm not saying Twitter should be worth more than Facebook, only that their core component is undervalued, but Twitter seems keen on killing it because they are trying to focus on meaningless stats like MAUs, which have only a small importance to do with what their model should be.

If Twitter were under someone who saw it as an information company instead of a social media platform, imo, it would be a steal of a company at the current market price...unfortunately Jack and his team are incompetent.




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