Twitter is ultimately infrastructure and infrastructure seems doomed to commoditization
Interesting take. Seems almost exactly the opposite to me. What makes Twitter valuable is not the "eyeballs," or even the infrastructure, but rather the pulse of content. It had what essentially amounted to first-mover advantage in the sphere of mobile content, and that is why none of the Twitter clones have been able to take its place.
That said, this direction Twitter is going toward "more closed" is wrong. Given that it's the market-researcher's goldmine of content that makes Twitter valuable, disallowing developers the ability to build infrastructure on top of that content seems really stupid. Raw data is not useful; the organizing of, packaging and presenting of that data is where the business value can be (profitably) delivered. It can be profitable for both Twitter and developers.
Interesting take. Seems almost exactly the opposite to me. What makes Twitter valuable is not the "eyeballs," or even the infrastructure, but rather the pulse of content. It had what essentially amounted to first-mover advantage in the sphere of mobile content, and that is why none of the Twitter clones have been able to take its place.
That said, this direction Twitter is going toward "more closed" is wrong. Given that it's the market-researcher's goldmine of content that makes Twitter valuable, disallowing developers the ability to build infrastructure on top of that content seems really stupid. Raw data is not useful; the organizing of, packaging and presenting of that data is where the business value can be (profitably) delivered. It can be profitable for both Twitter and developers.