Share this page!

modest proposal Profile picture
Twitter logo
7 Jun, 4 tweets, 2 min read
some personal news, I will be selling adults only breakfast foods content...

smart launch strategy to go with existing creators. assume they will steadily lower the follower thresholds to allow newer creators to participate once the product is up and running and proved out.
Whether Super Follows, Spaces, Revue, Scroll, Blue, etc I'm more focused on engagement opportunity for Twitter than direct revenue opportunity. Help users get more utility, creators build audiences and get paid, make it a true platform . Optimizing for revenues would be silly.
People think Twitter needs alt monetization means because historic ad performance sucked. But with new tech stack and products, they too will be able to monetize engagement.

I mean, 25% higher CTR from carousel ads! This is like ads 101. Maybe remedial!

As I joked about Snap pre-IPO, this is not a controversial take. It takes time to get things right, as Snap proved.

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with modest proposal

modest proposal Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @modestproposal1

modest proposal Profile picture
1 Jun
Article positing Just In Time is responsible for the everything shortage.

1) in the counterfactual, what level of buffer stocks and supply redundancies would have bridged the covid shock?

2) how many businesses could absorb that capital and cost?

nytimes.com/2021/06/01/bus…
The rejoinder is going to be "if they couldn't afford those buffer stocks and redundancies, maybe they shouldn't be in business or should raise prices!".

Reminds me of people like "why didn't the airlines have resilience against a greater than 100% decline in revenue??".
Amusing:

"In the story of how the modern world was constructed, Toyota stands out as the mastermind of a monumental advance in industrial efficiency. The Japanese automaker pioneered so-called Just In Time manufacturing"

"The automaker least affected by the shortage is Toyota"
Read 4 tweets
modest proposal Profile picture
21 May
JPM revising SPX earnings estimates to $200/$225 for 2021 and 2022
Empirical writes: “We’ve thought for some time that the earnings estimates for this year were too low, in part because the analyst community, while well acquainted with busts, has never lived through a real boom”
Rapid NGDP growth yields massive incremental margins for traditional businesses that are asset intensive and/or high fixed cost. The argument for the level of growth mattering more than rate of change is that high absolute levels mean earnings estimates remain too low.
Read 6 tweets
modest proposal Profile picture
18 May
"Mr. Zaslav has been one of the highest-paid CEOs in American corporations... His median annual compensation over the past 10 years has been $42 million"

wsj.com/articles/tv-de… Image
AGG returned 40% since 1/1/2011 vs
DISCA 56%. TLT returned 91%.
“His compensation since 2010 has totaled more than $659 million, MyLogIQ data show.” Image
Read 4 tweets
modest proposal Profile picture
12 May
“But a good start would be to remind everyone that we are a business. More importantly, we are a hugely ambitious one.”
“Shopify, like any other for-profit company, is not a family. The very idea is preposterous... Shopify is a team, not a family”
“We want to build one of the best companies in the world”
Read 6 tweets
modest proposal Profile picture
2 May
Some comments from Q1 ad platform conference calls
FB:
"We've seen good growth in all regions, and we continue to see strong results in verticals that have performed well during the pandemic, like e-commerce, retail and CPG"
FB:
"The growth in advertising revenue was largely driven by continued strength in product verticals such as online commerce"
Read 10 tweets
modest proposal Profile picture
20 Apr
By rolling dice?
Risk management is about culture Image
Risk management is about culture:

“If you’re the head of risk and you let a $60m loss go by, then a $200m loss, and you don’t ask what the hell is happening here, what are you doing?” Image
Read 7 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @modestproposal1 has new unrolls!

Check out other threads from @modestproposal1!

Read all threads by @modestproposal1

:(