Video Storage/Delivery

SlideshowTwitter Buys Magic Pony... Not That Kind

Not this kind of magic pony.
Not this kind of magic pony.

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brooks7 6/21/2016 | 5:42:17 PM
Re: What Twitter should be doing No - it didn't.

It SOLD its Network Services business 1/2 to Siemens and it ran as a separate company.  It then bought back into the Network Business and then added ALU.

When Nokia sold its cell phone its business was nothing.


Mitch Wagner 6/21/2016 | 5:30:45 PM
Re: What Twitter should be doing Nokia had a healthy network services businesses to pivot to. Twitter has no analogous business. 
danielcawrey 6/21/2016 | 1:32:56 PM
Re: New RedEye technology from Rice University Twitter has done well with image implementation, but I would argue it needs something like Magic Pony in order to up its video technology. 

Facebook, for example, is a leader in video when it comes to social networks. This acquisition by Twitter just seems like a way for it to try to keep up. 
TV Monitor 6/21/2016 | 1:01:26 AM
Re: What Twitter should be doing Mitch Wagner

Based on Twitter's string of aquisitions, they appear to be moving toward automatic AI tagging of photos and videos so that they become searchable.

Google image search has the benefit of texts in HTML pages from which to draw tagging context from. Pictures and videos posted on Twitter don't enjoy such benefit, so AI will tag them for users.

In other word, Twitter is making a shift from text tweets to video/photo tweets.

Additional factor in favor of Twitter is the rise of Ad Blockers that is starving ad revenues for content providers. Twitter clients are immune from the effect of Ad Blockers.
brooks7 6/20/2016 | 8:50:37 PM
Re: What Twitter should be doing Mitch,

They have enough money/stock that they can buy other businesses.  You are making an assumption that may or may not be true that Twitter will remain as they are.  

Let's use a telecom example.  Nokia.  Dead as a cell phone supplier...poof now they aren't.

So, you can always reposition.  The question is what is the best path forward for the shareholders.

And it is a $10B enterprise value (approx).  It is a big stock in any case.  Very few companies have the kind of money to buy them.  If you are going to sell the company, you have to figure out who/why they would be bought.


Mitch Wagner 6/20/2016 | 8:11:20 PM
Re: What Twitter should be doing brooks7 - You disagree that Twitter is doomed?

I don't see a way forward for them. 

The best they can hope for is to find an enlightened owner who is willing to accept it for what it is and realize it's never going to be Facebook-scale. 
brooks7 6/20/2016 | 8:02:32 PM
Re: What Twitter should be doing Mitch,

Just be warned, that has an awful lot of "nobody needs more than 256K RAM" to it.


Mitch Wagner 6/20/2016 | 4:12:23 PM
What Twitter should be doing Twitter needs to stop messing around with acquisitions and instead focus on finding an acquirer. If it's not too late. Twitter has no future as a standalone company. 
Mitch Wagner 6/20/2016 | 4:11:30 PM
Re: New RedEye technology from Rice University Rice University is coming out with RedEye technology. Twitter is buying Magic Pony. Microsoft is providing software for cannabis research. 

The industry is turning into a Grateful Dead concert. 
mendyk 6/20/2016 | 3:52:46 PM
Re: New RedEye technology from Rice University RedEye sounds like something Microsoft may be interested in.
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