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by steviesands
1254 days ago
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A few thoughts. The first is, are we asking the wrong questions? Should it be, "If I spend 10m on hardware for predicting ads (storage/compute) that generates 25m in revenue, should I buy the hardware?". Sure, we can "minify" twitter, and it's a wonderful thought experiment, but it seems devoid of the context of revenue generation. The second is, it's interesting to understand social media industry wide infra cost per user. If you look at FB, Snap, etc. they are within all within an order of magnitude in cost per DAU (DAU / Cost of revenue) of each other. This can be verified via 10-ks which show Twitter at $1.4B vs. SNAP 1.7B Cost of Revenue. The major difference between the platforms is revenue per user, with FB being the notable exception. Also would you summarize the patent/architecture? The link is a bit opaque/hard to read. Note: Cost of Revenue does also include TAC and revenue sharing (IIRC) and not just Infra costs but in theory they would also be at similar levels. eg. SNAPs 10-k https://d18rn0p25nwr6d.cloudfront.net/CIK-0001564408/da8288a... |
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