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So far Elon's actions have consisted entirely of destroying and zero building. He promised a money market feature (which is a prominent part of Chinese mega-apps e.g. Alipay and WeChat), but there have been no concrete plans or any regulatory talk related to it.

If Elon Musk is still serious about building a mega-app then he needs to rapidly acquire/launch a lot more companies in consumer spending sectors e.g. entertainment, hotels, delivery, restaurant reviews, etc. But linking to those services within the mega-app would run into trouble with anticompetitive lawsuits pretty much everywhere.

There is a big hill for Elon to climb yet he's only focused on kicking rocks barefoot at the bottom of that hill.




That's what amazes me. The path to attempt that was pretty straightforward. Get in control, make some small changes to accommodate as many people as possible, reassure advertisers, add some surprising features that start to extend Twitter and see how people take to them. Make it more about creating and enjoying rather than just outright fighting. No one wants their polarised-arguing app to also be their banking and housing and everything app!


Even fewer people want their maybe kicked off at any moment due to the capricious whims of the founder app to also be their banking and housing app…




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