really excellent social media dynamics/strategy discussion backed by unique data

main link is PX-02389, but notes are also from PX-03602

They heavily promote Instagram in Facebook, and it increases per person engagement and stuff overall, but at scale causes a death spiral for Facebook usage past a certain point

Instagram’s DAP/MAP ratio, engagement per person, and revenue per time spent are all worse

They estimate that if Instagram had stayed independent it would be the size of Snapchat or Twitter today, 300 to 400 million MAP rather than 1 billion

One giant network is much more valuable than two big ones — so do more cross platform content integration and stuff

Obviously agree high level but tbh I wonder how true this is when most are active users of both

Good points about Facebook brand suffering when you use their other products (bc you don't see it as one company giving you more value), unlike Google/Amazon/Apple/etc

‘we think of ourselves as a family of apps but our users don't, this is dangerous. We might build the wrong thing without that empathy’

Damn, great point. This really is a product company at its core

[Copy in graph of FB/IG/Messenger/WA reach in different regions]