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Threads Will Beat Twitter (Assuming Good Engagement and Product Market Fit) (171)

The Tech Strategy Podcast

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Elon Musk: A World-Class Innovationist

Twitter has a strong business model and is very good at operations. But if Elon Musk goes on a digital marathon in innovation, he could dramatically transform Twitter over the next one to two years. This doesn't look like a winner take all game because Slack was an undifferentiated service that didn't really care about utility or user experience. A smaller competitor can't really differentiate across any dimensions that people would care about.

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