3 predictions · 0–2 · 0% accuracy
“In the next sixty days, there is a frightening declaration of border skirmish that's gonna turn out to all all out war. Either Apple is gonna take advantage of their access to the consumer and the fact that they own the rails and introduce a more a more direct competitor to Google. Because right now, they make about 6 or $7,000,000,000 in free cash flow by having Google be their default search. Yeah. They could buy DuckDuckGo and start offering their own search.”
Tech · Checkable · by Aug 11, 2020
Only if: Twitter does not quickly move to offer a paid subscription service targeting wealthier users
“Or you could see if Twitter doesn't bust a move quickly and take advantage of their opportunity to go after basically wealthier blue state cohorts and offer a subscription service, I think the opportunity is for LinkedIn to start a microblogging platform that is more clean, more pure, more... Starts professional, but moves to media.”
Tech · Conditional · Checkable · by Aug 11, 2020
Only if: Twitter moves to a subscription model and retains 50 to 60 percent of its current revenues after an initial short-term revenue decline
“Even if they have a reduction in revenues, which they will in the short term, if they could hold on to 50 to 60% of their revenues, they would have a much higher market valuation.”
Markets · Conditional · Judgment call · by Jun 12, 2021 (inferred)
