Instead of searching for the next big idea, how about you fix your dam OS first and stop installing stupid games and showing Ads?
They’re monetizing their install base. All of the things they do that annoy the heck out of people on HN are things they’ve A/B tested to increase revenues. If they listened to you then you’d be happier but they’d be leaving money on the table.
You’re probably right that this sort of “scorched earth” monetization at all costs is bad for the company’s long-term future. But the stock market doesn’t care about that. They only care about the next quarter.
I think to win long-term in any market, it helps tremendously to win the hearts and minds of the “elite” users first. You see this in fashion, in cars, in tech, even in investments.
These top / early / elite consumers tell the rest what to buy. For example, the non-techies in my life use (MS) ChatGPT only because I told them about it and also told them it’s the next big thing.
I will also add that I think the majority of investment money is in the hands of long-term thinkers; a lot of this money is managed on behalf of others. It would behoove every CEO to make the power users happy over the long term.
They’re monetizing their install base. All of the things they do that annoy the heck out of people on HN are things they’ve A/B tested to increase revenues. If they listened to you then you’d be happier but they’d be leaving money on the table.
You’re probably right that this sort of “scorched earth” monetization at all costs is bad for the company’s long-term future. But the stock market doesn’t care about that. They only care about the next quarter.