![]() ![]() That’s certainly the case for Apple, which generates several times more profits than any other player in the smartphone market despite its minority share, and also captures a great deal of the revenue. I think it’s fair for a company to suggest alternative metrics it wants to be measured by, especially if those relate better to (a) its own strategy and (b) its ability to generate growth and profits for its shareholders. If that’s happening, I frankly don’t give a shit if Instagram has more people looking at pretty pictures.ĭo you see the parallels here? First, a rejection of the metric of choice for comparisons between the company and its competitors, and second, a questioning of the accuracy of those metrics. It’s this realtime information network where everything in the world that happens on Twitter-important stuff breaks on Twitter and world leaders have conversations on Twitter. If you think about the impact Twitter has on the world versus Instagram, it’s pretty significant. Something you did caused some data in their servers to be recorded for the month. So what does that mean? It’s become so abstract to be meaningless. ![]() No one ever talks about, ‘What is a ?’ I believe it’s the case that if you use Facebook Connect-if you use an app that you logged into with Facebook Connect-you’re considered a Facebook user whether or not you ever launched the Facebook app or went to. Why is users the only thing we talk about? The crazy thing: Facebook has done an amazing job of establishing that as the metric for Wall Street. Now, the second article, which is an interview with Ev Williams, one of the founders of Twitter, commenting rather forcefully on the news that Instagram has more users than Twitter: There are two parts to this: one, Apple doesn’t think market share is the right goal for them to chase, and two, it doesn’t think market observers measure it right anyway. In my conversations with Apple executives, they vehemently insist that market share isn’t - and won’t be - their goal, and even go so far as to say that most public market-share numbers are somehow off the mark, though they decline to explain how. The first article was this one by Walt Mossberg on Apple, and it included this paragraph: I posted some initial quick thoughts on Instagram hitting 300 million users yesterday, but there were two articles today that prompted some more quick thoughts on Twitter and some parallels (and important differences) when compared with Apple.
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