Ben Thompson has penned the bull case for Twitter the product, Twitter the company, and Twitter the stock in a blog post carrying the same title as this post.
Those who have been reading this blog over the past few weeks will know that I share Ben’s views and have articulated similar ideas on this page. It should also be stated that I am long Twitter the stock and subject to whatever emotions, conflicts, and other bad behaviors that generates.
Ben ends with something I have not articulated on this blog before but have felt since the day I sent my first tweet, and that is the notion that there is something special about Twitter:
There’s just something different about Apple, a company that seems so full of contradictions yet one that has continued to lead the industry both financially and in key innovations. I’d argue the same about Twitter: it doesn’t make sense, hasn’t really ever made sense, and perhaps that’s the reason it, and the irreplaceable ideas it contains, are so important.
I realize that I am horribly biased on this topic and that others may not see what I see. But I have always felt that Twitter is a special company, full of conflicts and contradictions, that, maybe because of them, had the potential to deliver something unique, different, and compelling. And I continue to believe that.
