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A good analysis. Traditionally I haven’t seen many in depth articles in the social space, mostly emotional reactions or people severely misunderstanding product positioning because they don’t personally use it (2 years ago this was Snap). And even if they are a user, most people have a hard time articulating the value proposition of a free social product.



well stratechery is your site lol. Ben Thompson is one of the best at doing exactly what you described.


Dont forget about his podcast Exponent where he frequently expands on his weekly stratechery articles. Good stuff.




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