Posts

On BlueSky

TL/DR Summary

  1. BlueSky has a chance to dethrone twitter right now, but that path is narrow. 
  2. Its exclusive invite only model means its user base is now small, elite, and homogenous with few bad actors. Almost everyone likes it. But the real test will be when it opens to the public. 
  3. It is designed for true account portability and in theory should prevent a single company from owning the entire network as it scales up. 
  4. However, it’s unclear if an ecosystem of small companies can do the job of content moderation in the same ways that centralized social networks do. The same is true of running modern feed-ranking and follow-recommendation systems. 
  5. There will be growing pressure to make money using ads to cover costs as the network scales up, which will incentivize centralizing key data and resources, undermining the original model.
  6. Future possibilities include: (1) BlueSky remains de-facto centralized, “in beta” until it can get composable moderation right, which turns out to be the foreseeable future; (2) big players (Google, Facebook) join the party and dominate the ecosystem; (3) small, unmoderated, ad-free apps proliferate and the network becomes overrun with spam, NSFW, hate, scams and gifts that come with a lack of moderation.

Pretty much everyone at Twitter—and especially Jack Dorsey—has long known that BlueSky could replace Twitter. When I joined Twitter in 2021, I soon learned our CEO was terribly unpopular internally, sporting a job approval rating under 40 percent, by far the lowest of any executive at the company.

Trump's chances are better than they look

According to the latest polling research, Trump’s chances of hanging on to power beyond 2020 look pretty dismal. Nate Cohn published an impressive battleground poll from New York Times/Sienna showing Biden ahead of Trump by at least six points in pivotal states. The Economist’s forecast, powered by Elliott Morris and Andrew Gelman, is suggesting Biden is likely to get 64% of electoral college votes, and that if the election were held 100 times Biden would win 90 times to Trump’s 10.