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16 Oct, 5 tweets, 2 min read
Some good stats in here, wish there was less editorializing. Marketing at Instagram was. 6%/revs in 19 vs 1% in 21, mostly aimed at teens. Insta DAUs up 24% y/y in Sep 2020. Time spent for teens reached 3-4 hours during Covid up 2x vs 30-45 mins for adults nytimes.com/2021/10/16/tec…
Can add to these stats
And this picture
Facebook is massive, but acutely aware of their vulnerabilities. It’s why they rightly behave like only the paranoid survive. Google meanwhile is like 😴 which says a lot about the nature of the two businesses!
From Facebook board member pmarca.

Facebook knows and does exactly what it should be doing, try to protect the network.

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More from @modestproposal1

modest proposal Profile picture
12 Oct
I see a lot of descriptions of the labor market as tight, time will tell, but constrained seems more apt.

As to casual declarations of stagflation, we've really defined that term down. Even GS reduced growth estimates has real GDP next year up 4% offset by raised 23/24 growth. Image
we're 9 months past the start of vaccinations, half the world is still in some form of lockdown, millions of Americans aren't working because of a virus, it just feels like people are too eager to try and use pre pandemic frameworks to analyze today's still bizarro landscape.
Delta wave pushed back whatever normal means by at least 9-12 months. Let's see what 2H 2022 brings when 70%+ of the world is vaccinated, people are freer to move around and feel safer going to work and play, and hopefully much of the deformities in the economy have worked out.
Read 4 tweets
modest proposal Profile picture
5 Oct
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.
Read 4 tweets
modest proposal Profile picture
28 Sep
With Netflix releasing some data on what people watch, and everyone having an opinion because they too watch tv, worth rereading one of @ballmatthew most important but underrated posts on tv, netflix and quality content.

matthewball.vc/all/netflixqua… Image
From today's @stratechery on Squid Games and Netflix Image
"It’s also a better fit for Netflix’s business model: the company’s core niche in entertainment is always having something to watch — someone has to fill the hours a day that the average consumer has the TV on"
Read 5 tweets
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

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