Archive for January, 2010

My streamed weblife for January 31st

Sunday, January 31st, 2010
googlereader (feed #2)
twitter (feed #4)
@gray_um Tijd van houten Gulden en koe schrijven met lange ooee? #Nostalgisch [rslaats]
stumbleupon (feed #3)
twitter (feed #4)
Interesting view (although author creates iPod apps) on why iPad will be a hit with non-geek crowd http://tinyurl.com/y8nva8w [rslaats]

My streamed weblife for January 30th

Saturday, January 30th, 2010
twitter (feed #4)
Never figured that moving was a more-than-one-day thing…at least not for me. Did some more moving today… [rslaats]
twitter (feed #4)
@gray_um Well…some Ikea stuff I kinda hacked/painted/changed which I did at my parents house (due to lack of space at new home).. [rslaats]
twitter (feed #4)
Looks like The Losers is going to be fun to watch http://tinyurl.com/yhaz3jd [rslaats]
twitter (feed #4)
@gray_um Too small for a big Ikea hack/paint/change job :P [rslaats]

My streamed weblife for January 29th

Friday, January 29th, 2010
googlereader (feed #2)
twitter (feed #4)
http://ylliks.com/?p=1148 New blog post: What I’m missing in the valuation of Twitter [rslaats]
twitter (feed #4)
@NathanFillion Browncoats Monthly & This Week In Crimewriting? [rslaats]
twitter (feed #4)
Getting ready for MVV – FC Zwolle which I’ll attend with a friend.. [rslaats]

What I’m missing in the valuation of Twitter

Friday, January 29th, 2010

This week I read this article on the amount of active users on Twitter. As with all articles regarding Twitter these days it sheds a light on how this will either hurt or favor the valuation of the site. But with all this talk about Twitter’s value I’m always missing one word.

Potential.

Twitter is an interesting service (one which I use on a daily basis) and it has potential to be even bigger than it already is. But that’s what it is: potential. Twitter’s management has yet to come up, at least publicly, with a strategy to monetize it. There are third parties already making money from it (Dell comes to mind, so do app developers), yet the site itself makes just a little compared to its valuation.

Whatever method (advertising, location-related, mobile/desktop applications, premium accounts, etc.) they will come up with, it remains to be seen how its users react to it. It’s implementation and success or failure with users will have a strong impact in how investors will view and value the company. So when you talk about its worth you can only do so in an abstract manner. Until we know what strategy Twitter will use to make money and how its users react to it, all talk about its worth is purely speculation.