Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.
Joined January 2016
2.9K Following 83.2K Followers
It will be hard for anyone to compete with $META Muse. You either compete on the product, distribution or price.
$META is really strong in all three categories:
- The product reviews for Muse are 40k ratings with a 4.88 score (truly rare) telling you users love the product.
- In terms of distribution, $META owns the biggest ecosystem by far.
- In terms of price $META has the most spare infra capacity + enough profits from its core to subsidize if needed.
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