Thread by @Camp4

🧵 A competent CEO could 10X $twtr in 2-3 years.

Here are 3 obvious moves to get there:

👇

1⃣Quick Hit: Stop building dumb me-too features like fleets, spaces,& super follows and instead monetize the millions of users who get huge value from the platform by providing *tools they need*.

Specifically, launch a paid "pro" account that includes...

...an edit button, better authoring tool (the current one is awful), better search & analytics, enhanced profile page & other simple features.

The price is...

$5/mo for < 5k followers
$20/mo for > 5k followers (comes with ☑️ verification)
$50-1000/mo for > 100k++ followers

The last price point would tiered based on follower count & include enterprise-grade features like audience segmentation, customer support (imagine having your own "growth person" at twitter), etc.

Features are constantly added to make the product more valuable & sticky.

V1 of this could be rolled out in 3 months and millions would sign up, dropping $500M-$1B++ to the bottom line and more importantly signaling that twitter is a for-profit business.

I think this one move alone would be good for 2-5X on the stock.

2⃣In-line commerce & payments. Follow the lead of instagram and enable commerce in the timeline, mostly for digital content such as online courses, groups, *newsletters*, video, and other goods.

Right now creators have to do this *off property* which is absolutely nuts (one example is @sweatystartup's courses & RE group which is on... facebook 😬).

Creators set the prices, twitter takes 20% & provides ad tools to amplify these products, generating more revenue for all.

Twitter is doing bits & pieces of this in a typically misguided way. Exhibit A is Super Follows—why would anyone put their best tweets behind a paywall? Instead, let creators monetize *longer-form* content... or older content. I wrote a 🧵 on this 👇

https://twitter.com/Camp4/status/1409244272772096001

3⃣Swallow LinkedIn. In many circles twitter has already replaced linked in for recruiting & professional networking... with ZERO product support.

With some basic product features twitter could snuff out LinkedIn overnight, especially among the people who matter most.

This would take some time, but would likely be good for $50-100B in market cap. It's a no-brainer extension.

Like many investors & users I'm dumbfounded by twitter's lack of desire and/or ability to grow & monetize like other platforms.

Twitter occupies such a unique & valuable position among social platforms—there's no reason the company can't reach $fb scale.

👉RT to light a 🔥!

@Jason do you agree with these 3 moves?

4⃣Bonus move: Buy a podcast platform company like @RiversidedotFM or @zencastr, tightly integrate and swap out fleets for pods.