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Excellent points about Threads 🥂

"6/ Twitter’s strategy to make the app worse for those who don’t pay is the worst possible strategy. A rookie’s mistake." Amen, especially in a platform where the views and reactions of the 99% keep the 1% engaged.

”At some point, Microsoft will come after most of them. !!!Most of the apps don’t have a strategy!!!” So true. Using deduction, this tells me that most VCs don't know/practice much strategy. Prove me wrong 😄

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If the product is free and it comes in a bundle for which you already pay (e.g. Microsoft 365 with Teams), why should pay extra? (e.g. Slack in the past, maybe Notion next). Many vertical SaaS still think of them as independent services, not how to built partnerships and reach the so desired distribution.

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