> So the biggest threat to him is other social platforms that try to replicate / copy the social graph of twitter.

> And in the end, people will stay on twitter because the core value isn’t the ux or who the CEO is. The value is that they invested years into relationships and network effects, and don’t want to lose them.

Absolutely true, which is why people are also stuck using Facebook and Instagram. Can't export those social graphs to other apps, as much as I and others would like to divest from Meta products completely.

Twitter is taking a page from their competitors, for worse.