But if his high-level vision is described by his actions so far... oh my God, yeah, no one would wanna touch that with a thousand mile pole.
Plus, Uber/Spotify/Doordash/Yelp can barely turn a profit as-is. What incentives will the everything app offer to pull consumers away from these existing competitors other than subsidizing the services with VC money, which would only worsen profitability and sustainability?
Many things are possible, and the Twitter app today may even continue to work as-is. But underneath it will be able to power more apps and more use cases, all tied under a common cohesive set of interactive primitives, much higher level than what cloud applications today support. This means less to reinvent, less to rediscover, and easier more natural integration between apps, services and components.
It'd be a lot of work, definitely not a 2-3 month project. So you'd need also a survival strategy that keeps Twitter 1.0 working and profitable.
These companies also don't favour their own services over others on their cloud platforms. That's why regulators aren't coming after them. Twitter is not a cloud service provider and it's not hard to see why the argument you presented does not hold up.
1. A general purpose computing platform is an everything app. 2. Cloud platforms and their APIs are a significant step towards moving higher-level in development platforms compared to, say, compiling a raw binary and running it on Linux. 3. Keep moving in that direction.
2. Agreed but this has nothing to do with Twitter or mega-apps whatsoever.
3. Transitioning to cloud service is not what Twitter needs to do right now even under the mega-app vision. And attempting so under their current situation is a sure fire way to actually go bankrupt.
Mega-app, the way I understand that term, is not what he's after. He's mentioned that he wants to allow HQ video and compete with YouTube and have a separate app which shows a YouTube-like view of only tweets with videos on them. Like a projection of that content, from the same platform.
Or alternatively you can see it as merely a "videos tab" in a single "mega-app", but this distinction is not quite substantial on a higher level, only about the logistics of marketing the app and maintaining it.
As for there being zero building happening... of course. He's trying to stop bleeding cash for now. I'm not suggesting he's working on this NOW.
I may be projecting my own ideas onto "everything". When Elon took over Twitter, I was inspired by his idea, and combined with concepts from some projects I'm working on, over two weeks or so, in my free time I wrote like 50+ pages of notes on what "Twitter 2.0" might be.
Is Elon's idea anything close to so comprehensive, I don't know. We only know he wanted payments in it, but this is barely scratching the surface of what Twitter could be.
Twitter's timeline of messages could be seen as a communication platform, computation platform, verified facts registry and so on. The rabbit hole is deep if you let your fantasy run wild.
Alas... instead we have this today.