Dan Romero
@dwr.eth
I’ll double down on my original prediction: Threads is a dud.
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Kyle
@kalelabs
If this ends up being wrong, why do you think that is? What priors does it update for you?
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Dan Romero
@dwr.eth
1. 1B DAU social graph is sufficient to overcome the cold start problem + retention 2. A social network that doesn’t mint new stars can succeed if the above condition is true
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