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Molson Hart Profile picture
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31 Dec 21, 5 tweets, 1 min read
Market concentration of internet industries

1. User Generated Video: concentrated market (tiktok, YouTube)
2. Podcasts: fragmented market (Apple, Spotify, Stitcher, Website, etc)
3. Images: concentrated (Facebook, Instagram)
4. Movies/TV: fragmented (Netflix, Hulu, Disney+)

1/5
5. Messages: concentrated (Facebook, WhatsApp)
6. Text: concentrated (Twitter, Facebook)
7. Music: fragmented (Spotify, Amazon, Apple)
8. Durable e-commerce: concentrated (amazon)
9. Perishable e-commerce: fragmented (Walmart, Instacart, Amazon, Kroger)

2/5
Why are some of these industries fragmented and some concentrated?

Images, Messages, and Text all have strong network effects so that seems like the answer for their concentration, but why are User Generated Video and Durable E-commerce concentrated but Music, Podcasts,

3/5
Perishable E-commerce, and Movies/TV not?

These are all creator-consumer or seller-buyer marketplaces. The best answer I could come up with was that in the fragmented markets no single player reached a critical mass which set up a flywheel where most consumers/buyers are mostly
in one place causing all the creators/sellers to only post their content/wares in that place, increasing selection which then drives more consumer/buyers etc.

Anyone have a better explanation? There are lots of little quirks to this like memberships or Walmart grocery.

5/5

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More from @Molson_Hart

Molson Hart Profile picture
2 Jan
More people moved to Florida and Texas than any other states in 2021.

I’ve lived in Texas since 2018 and I like thinking about cities so I thought I’d make a quick guide of the big 5 Texas cities for people thinking about moving to Texas.

🧵👇 Image
Here the 5 cities I decided to focus on:

1. Dallas
2. Dallas’ lesser known twin city Fort Worth
3. Houston
4. San Antonio
5. Austin

There are other major cities in Texas such as El Paso, Corpus Christi, Lubbock and more, but these are the ones posed for the most growth. Image
Texas cities’ food ranked from best (#1) to worst (#5).

1. Houston
2. Austin
3. Dallas
4. Fort Worth
5. San Antonio
Read 30 tweets
Molson Hart Profile picture
2 Jan
More people moved to Florida and Texas than any other states in 2021.

I’ve lived in Texas since 2021 and I like thinking about cities so I thought I’d make a quick guide of the big 5 Texas cities for people thinking about moving.
Here the 5 cities I decided to focus on:

1. Dallas
2. Dallas’ lesser known twin city Fort Worth
3. Houston
4. San Antonio
5. Austin
These are my opinions. Disagree as you see fit. I’ve spent a lot of time in Dallas, Fort Worth, and Austin. I’ve spent a slightly less in Houston, and just 2 weekends in San Antonio.

Without further ado let’s get started:
Read 22 tweets
Molson Hart Profile picture
31 Dec 21
We all have bad mental habits.

To make the most of your life (the only one you get), fix those habits as soon as you can.

The earlier you start, the easier they are to correct. By the time you’re old, it’s too late for most.

1/n
Some examples from my own life:

- I am so vindictive that when my real estate broker told me that he didn’t want to work with me I drove around the city for multiple days to buy real estate without him in part to say “I told you so”. Now I’m balls deep in a massive project b/c
I felt disrespected. How is that even close to logical? It’s retarded.

- Perhaps because of what I’ve experienced in my upbringing and early business career (a lot of horrible shit), I too quickly jump to the conclusion that someone is screwing me over it being a coincidence, or
Read 5 tweets
Molson Hart Profile picture
27 Dec 21
You need to be very careful when working with big repeat players in any game.

Examples:

- Selling your real estate to a private equity firm or big local investor
- Selling your business to a private equity firm or aggregator
- Suing a big company or an insurance company

1/n
Why do you need to be careful?

Two main reasons:

1. Because this, for them, is a repeat game, they know all the tricks of the trade, literally. They can avoid pitfalls and get you stuck in them, even without your knowing.
2. "But, I have a great broker and lawyer!" - hate to break it to you, but this matters less than you think. When you hire a broker, their first objective to make the deal happen at any cost. The only downside to doing this is their reputation and since you're not a repeat player
Read 8 tweets
Molson Hart Profile picture
26 Dec 21
There’s a certain type of person who engages in very unfortunate behavior on social media globally. And there are a lot of them. Let’s call them “aggressive conformists”. They mean well but because they’re so vocally conformist, people who hold nonconformist views try to avoid
them, which results in the aggressive conformist, who is often well-meaning, to never realize how big of an impact their behavior has on the debate and other people. I know because I take a lot of nonconformist stances on controversial topics and get dms from people who agree
but will never say so publicly.

Covid, since day one, has repeatedly shown the the mainstream viewpoint whether it is:

1. It’s a flu
2. Blocking Chinese travellers is racist
3. Masks don’t work
4. Lab origin is a conspiracy
5. Vaccines are perfect

And many more…

Has shown
Read 9 tweets
Molson Hart Profile picture
13 Dec 21
Been saying this a while, but over the weekend I took a deeper dive.

If you're a young man (less than 30) or the parent of one, you really need to investigate the risk of heart issues caused by the vaccine before getting an mRNA vaccine.

People say that covid is more likely to
cause heart issues, but the study that everyone uses to back this up was comparing the rate of myocarditis in people who were hospitalized with covid to the rate of hospitalization for vaccine-caused myocarditis.

That's not the right comparison; you want to compare myocarditis
in everyone who gets covid (included those who do not know or never get tested, which is hard to do!) to the rate of any myocarditis in people who get vaccinated.

Further, if you've already been infected with covid you have stronger longer lasting protection than any vaccine.
Read 7 tweets

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