Matt Cropp 🌲🌲"The disruptive idea the #BuyTwitter movement has recognized is that big money up front expects the big pay-off. That's generally meant an #IPO or a good acquisition. Those, in turn, also depend on large sources of money. But why not consider whether there are other ways to finance an exit or development? [...] If you consider that the platform has an estimated 328 million users, it could be had for $40 per person."
Marcin Cieślak@mattcropp No way it is worth $40 per user
That particular # is current market cap/total users. Obviously an acquisition valuation would need more nuanced analysis. I tend to agree that it's probably over-valued for a co-op, but if extractive practices are ramped up, FB's revenue per Western user is in the neighborhood of $60/user/year.