Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.
가입 January 2016
2.9K 팔로잉 중 83.2K 팬
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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