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modest proposal Profile picture
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5 Oct, 4 tweets, 2 min read
The data in some of these charts is pretty interesting. Not sure I've seen this level of detail, or broken out by age bracket before.

Boomers (30+ crowd) time spent on FB Blue is wild.
Teen Instagram usage stats across five major countries
Daily acquisitions for FB blue throughout Covid. I mean this is pretty amazing detail.
Tons more charts and graphs in here. If anyone has insights based on this stuff, fire away here and DMs are always open.

s.wsj.net/public/resourc…

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More from @modestproposal1

modest proposal Profile picture
20 Sep
🚨🚨🚨 new @Lingling_Wei on Xi's ambitions just dropped 🚨🚨🚨 wsj.com/articles/xi-ji…
“Supervision over foreign capital will be strengthened,” said a person familiar with the thinking at China’s top markets regulator, “so it won’t be able to obtain ultra-high profits in China through monopoly and capital-market operations.”
"Before this year, Mr. Xi was distrustful of capital, but he had other priorities. Now, having consolidated power, he is putting the whole government behind his plans to make private business serve the state."
Read 6 tweets
modest proposal Profile picture
17 Sep
perfect example of where replacing XYZ megacap tech co with "the internet" is the more accurate formulation. we have created a machine called the internet and we can't control it.
many sites on the internet are mirrors and we don't like what we see
this is not a new observation, and is not specific to this week's revelations, just something to keep in mind
Read 4 tweets
modest proposal Profile picture
10 Sep
people say twitter is bad but the multi day conversation on BNPL vs CCAs going on between @arampell and the networks mafia is respectful, detailed, and really interesting as an outside observer
area man spent years wondering what the threat to CCAs would be
Read 6 tweets
modest proposal Profile picture
27 Jul
between india, england and netherlands (and prob others i haven't seen) isn't a working hypothesis that delta is so virulent and burns so hot, that case counts go vertical, run through the unprotected population in a few weeks, and then burns out? is there some other explanation?
Read 4 tweets
modest proposal Profile picture
22 Jul
"When it comes to the ultra-fast convenience wars, it's too early to write off Amazon. Based on recent job posting uncovered by HNGRY, [Amazon] plans to 4x its network of 17 Sub-Same Day facilities w ~100k of the fastest-moving SKUs in under 5 hours this year and 10X it by '22"
Matt continuing to do great work on the same day/sub same day wars
Why this matters
Read 4 tweets
modest proposal Profile picture
20 Jul
1/ Steve Mandel was an equity research analyst who covered retail. This comment caught my attention:

"It needs to be incrementally better. It does not have to be leaps and bounds better. That was one thing that I learned from Walmart and others in retailing"
2/ There's a scene in Amazon Unbound that talks about Bezos giving marching orders for building a physical store:

"Jeff was very particular that he didn't want to build just any store. He wanted the store to be disruptive - something that no one had attempted before"
3/ In search of a problem to solve, they decide checkout bottlenecks was a major consumer pain point. So they decided to invent "Just Walk Out" technology.
Read 7 tweets

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