Apple and Google remove Twitter before Tesla phones can succeed
$Apple(AAPL.US$ After Musk bought Twitter (Twitter), he began a new round of layoffs. The layoffs just ended, and he went to Apple and Google. A few days ago, Musk said on Twitter that if Google and Apple remove Twitter from their app stores, he will make his own smartphone.
In fact, it hasn't been a day or two since Musk wanted to make a Tesla phone. It can be said that when Musk bought Twitter, it went to Apple and Google, or paved the way for a mobile phone, but in my opinion, Tesla phones may only be successful if Apple and Google remove Twitter.
Musk wants to make a mobile phone, where is the way out?
There were many rumors earlier that Musk wanted to make a mobile phone. In April of this year, Musk pinned a tweet recruiting mobile phone experts to provide relevant talent for Neuralink.
In fact, as early as 2021, Musk claimed that he didn't like the existing two mainstream mobile phone systems, iOS and Android, and wanted to build his own system to defeat them and provide users with an unprecedented user experience.
Earlier, there were also rumors in the industry that Tesla's first phone would be released as early as 2024. Meanwhile, according to UAE national news reports, Tesla phones will be launched in 2024 and will compete directly with Apple on the same stage. On the internet, a rendering of a phone named Model Pi was also revealed previously.
Musk wants to make a mobile phone, where is the way out?
There were many rumors earlier that Musk wanted to make a mobile phone. In April of this year, Musk pinned a tweet recruiting mobile phone experts to provide relevant talent for Neuralink.
In fact, as early as 2021, Musk claimed that he didn't like the existing two mainstream mobile phone systems, iOS and Android, and wanted to build his own system to defeat them and provide users with an unprecedented user experience.
Earlier, there were also rumors in the industry that Tesla's first phone would be released as early as 2024. Meanwhile, according to UAE national news reports, Tesla phones will be launched in 2024 and will compete directly with Apple on the same stage. On the internet, a rendering of a phone named Model Pi was also revealed previously.
Musk has a reason to make a cell phone. After all, today cars and mobile phones are becoming more and more connected. Whether it's connecting our mobile phone terminals to cars and peripheral products, or building vehicle systems, we need a mobile phone to act as an entry point.
For Tesla, mobile phones can also be a connection point for brain-computer devices, Tesla cars, and Starlink systems, and their strategic importance is no small matter.
The reason Musk called out to Apple and Google is, on the one hand, that the Apple Google App Store score is too high. On the other hand, Musk wants to make cryptocurrency payments on Twitter 2.0, but whether it's the App Store or Google App Store, in-app purchases don't support cryptocurrency payments, and Musk's idea of implementing cryptocurrency payments on Twitter is also difficult to implement.
As a result, Musk made a harsh statement: if Apple and Google dared to remove Twitter, Musk would have to make his own phone.
A long time ago, Tesla mentioned the concept of satellite communication based on second-generation Starlink, but now Apple and Huawei have taken the lead in applying it. Overseas, a netizen named “RPN.ETH” said that Musk is the only one who can compete head-on with the iPhone.
He listed the advantages of Tesla smartphones: Starlink enablement, comprehensive crypto payment infrastructure, native app support, Cybertruck-inspired design, solar roofs, Twitter integration+ benefits, and Tesla Control+ car owner benefits.
But in fact, with the exception of Twitter, no other conditions are necessary factors for users to buy a mobile phone.
In today's day and age, even if Tesla wants to make a mobile phone, it's actually difficult to have a chance of winning. The current market pattern is close to fixed, unless Tesla can come up with disruptive innovations that influence users' choices. However, currently, whether judging from the accumulation of resources, technology, channels, or the mobile phone industry, Tesla phones have no chance of defeating Apple and Samsung.
However, if Tesla wants to have a place in the mobile phone market and hijack the model of national-grade software+mobile phone hardware it just needs, this is a way out.
As a result, we saw that Musk bought Twitter before making a mobile phone. Judging from Musk's thoughts after the acquisition of Twitter, Musk wanted to turn Twitter into a Western WeChat.
Judging from now on, although Twitter has more than 500 million users, it cannot be compared to WeChat in terms of user size, user stickiness, activity, and influence. However, Twitter is also a very influential social media platform in the West, and it is also one of the must-install apps for mainstream users. Most Western users are also inseparable from Twitter.
Whether Musk can turn Twitter into WeChat is still hard to say, but it shouldn't be difficult to gradually mimic some of WeChat's features, from payments to games, to private chats, etc. While cryptocurrency payments themselves are imitating WeChat payments, they are also experimenting even further by themselves — to be frantically tested in the grey margins.
Why isn't Musk worried about Apple and Google taking down Twitter?
In fact, not only is Musk not afraid; it is still going viral and asking Apple and Google to remove Twitter. If Google and Apple actually remove Twitter, then Tesla is more likely to succeed as a mobile phone.
What would happen if Twitter became exclusive software for Tesla phones?
As mentioned before, Twitter is a very important and essential social media for mainstream Western users, and is irreplaceable.
Western users, especially American users, need to socialize and share through Twitter to get the news they want from the media and celebrities, and even participate in the presidential election. Many users also get opinions and values from Twitter, participate in politics through Twitter, and know what is happening in the world.
Compared to when the number of followers on Trump's account was cleared to zero, the number of followers soared after the blockade was lifted, and the number of followers rose by more than 20 million in half a day. From this, it can be seen that Twitter also has irreplaceable value in the lives of Western people.
For Tesla, mobile phones can also be a connection point for brain-computer devices, Tesla cars, and Starlink systems, and their strategic importance is no small matter.
The reason Musk called out to Apple and Google is, on the one hand, that the Apple Google App Store score is too high. On the other hand, Musk wants to make cryptocurrency payments on Twitter 2.0, but whether it's the App Store or Google App Store, in-app purchases don't support cryptocurrency payments, and Musk's idea of implementing cryptocurrency payments on Twitter is also difficult to implement.
As a result, Musk made a harsh statement: if Apple and Google dared to remove Twitter, Musk would have to make his own phone.
A long time ago, Tesla mentioned the concept of satellite communication based on second-generation Starlink, but now Apple and Huawei have taken the lead in applying it. Overseas, a netizen named “RPN.ETH” said that Musk is the only one who can compete head-on with the iPhone.
He listed the advantages of Tesla smartphones: Starlink enablement, comprehensive crypto payment infrastructure, native app support, Cybertruck-inspired design, solar roofs, Twitter integration+ benefits, and Tesla Control+ car owner benefits.
But in fact, with the exception of Twitter, no other conditions are necessary factors for users to buy a mobile phone.
In today's day and age, even if Tesla wants to make a mobile phone, it's actually difficult to have a chance of winning. The current market pattern is close to fixed, unless Tesla can come up with disruptive innovations that influence users' choices. However, currently, whether judging from the accumulation of resources, technology, channels, or the mobile phone industry, Tesla phones have no chance of defeating Apple and Samsung.
However, if Tesla wants to have a place in the mobile phone market and hijack the model of national-grade software+mobile phone hardware it just needs, this is a way out.
As a result, we saw that Musk bought Twitter before making a mobile phone. Judging from Musk's thoughts after the acquisition of Twitter, Musk wanted to turn Twitter into a Western WeChat.
Judging from now on, although Twitter has more than 500 million users, it cannot be compared to WeChat in terms of user size, user stickiness, activity, and influence. However, Twitter is also a very influential social media platform in the West, and it is also one of the must-install apps for mainstream users. Most Western users are also inseparable from Twitter.
Whether Musk can turn Twitter into WeChat is still hard to say, but it shouldn't be difficult to gradually mimic some of WeChat's features, from payments to games, to private chats, etc. While cryptocurrency payments themselves are imitating WeChat payments, they are also experimenting even further by themselves — to be frantically tested in the grey margins.
Why isn't Musk worried about Apple and Google taking down Twitter?
In fact, not only is Musk not afraid; it is still going viral and asking Apple and Google to remove Twitter. If Google and Apple actually remove Twitter, then Tesla is more likely to succeed as a mobile phone.
What would happen if Twitter became exclusive software for Tesla phones?
As mentioned before, Twitter is a very important and essential social media for mainstream Western users, and is irreplaceable.
Western users, especially American users, need to socialize and share through Twitter to get the news they want from the media and celebrities, and even participate in the presidential election. Many users also get opinions and values from Twitter, participate in politics through Twitter, and know what is happening in the world.
Compared to when the number of followers on Trump's account was cleared to zero, the number of followers soared after the blockade was lifted, and the number of followers rose by more than 20 million in half a day. From this, it can be seen that Twitter also has irreplaceable value in the lives of Western people.
If Apple and Google take down Twitter, causing great inconvenience to Western users, especially American users, it will directly irritate the public, and even trigger large-scale opposition and disgust among users.
From a domestic perspective, the two-choice war between 360 and QQ directly infuriated a large number of users. Although many users uninstalled 360, they were also outraged by Tencent's practices, and Tencent was also under great pressure from public opinion as a result. Since then, whether it's Tencent or 360, they no longer dare to challenge the user's bottom line by choosing one of the two. Therefore, if Twitter is taken down, Apple and Google may be morally untenable. However, because Musk was on the weak side, he received sympathy and received support from users.
Looking back at home, as early as 2017, WeChat and Apple clashed over the WeChat subscription account appreciation function. The Apple App Store required that apps must not include buttons, external links, or other calls to action to guide customers to make purchases using a mechanism other than IAP (Apple In-App Purchase System).
Under Apple's rules, WeChat chose to turn off the iOS version of WeChat's appreciation function after a long period of unsuccessful communication. Later, QR code transfers to WeChat's official account were not allowed by Apple.
From a domestic perspective, the two-choice war between 360 and QQ directly infuriated a large number of users. Although many users uninstalled 360, they were also outraged by Tencent's practices, and Tencent was also under great pressure from public opinion as a result. Since then, whether it's Tencent or 360, they no longer dare to challenge the user's bottom line by choosing one of the two. Therefore, if Twitter is taken down, Apple and Google may be morally untenable. However, because Musk was on the weak side, he received sympathy and received support from users.
Looking back at home, as early as 2017, WeChat and Apple clashed over the WeChat subscription account appreciation function. The Apple App Store required that apps must not include buttons, external links, or other calls to action to guide customers to make purchases using a mechanism other than IAP (Apple In-App Purchase System).
Under Apple's rules, WeChat chose to turn off the iOS version of WeChat's appreciation function after a long period of unsuccessful communication. Later, QR code transfers to WeChat's official account were not allowed by Apple.
At the time, many Chinese people were discussing how users would choose if they chose between Apple and WeChat, and Luo Yonghao also came forward to accuse Apple of indiscriminately dividing. Everyone knows that Apple is afraid to uninstall or remove WeChat. When choosing between iPhone and WeChat, Chinese users are more likely to choose WeChat.
Because if a Chinese user were to be prevented from using WeChat, a social networking app that everyone uses, it would greatly affect its life. The latter is far more important to users than the former.
Later, on August 7, 2020, US President Trump filed charges against WeChat and its parent company Tencent on the grounds of protecting national security, prohibiting US companies and individuals from trading with Tencent in the future.
But then Trump had to compromise again, allowing US companies to continue using WeChat in China, and also allowing WeChat to continue listing on the Apple Store. According to people familiar with the matter at the time, senior US government officials came into contact with some companies and discovered that a complete ban on the WeChat app owned by China's Tencent company could have a devastating impact on US technology, retail, gaming, telecommunications, and other industries.
This shows that when a super app with a huge number of users competes with mobile phone giants, the mobile phone giants actually have no chance of winning.
If we follow the trend, under Musk's fire, if Apple and Google take down Twitter, and Twitter becomes the exclusive social networking software for Tesla phones, the chances that Tesla phones will succeed will be even greater.
If only Tesla phone users can play Twitter, will a large number of users consider buying a Tesla phone as a backup phone? I think that possibility exists.
Did Musk say hi, or would he really take a gamble?
In today's mature smartphone market environment, the mainstream mobile phone software pattern has taken shape. At home, users are inseparable from mainstream social networking, e-commerce, and content software such as WeChat, Taobao, Tmall, Baidu, Meituan, Douyin, Today's Headline, iYouTeng, Weibo, etc., and no user is inseparable from one of the mobile phone brands such as iPhone, OPPO, and Xiaomi.
The same is true abroad. Users in the US and Europe are inseparable from mainstream software such as Google Search, YouTube, Twitter, Amazon Shopping, Facebook, TikTok, Instagram, and WhatsApp. It can be said that missing any of these will cause discomfort in users' lives.
Musk bought Twitter to turn Twitter into WeChat. Its purpose was to bring the number of Twitter users and user stickiness to the next level. Having an irreplaceable application means that it is just what a large number of users need. Holding a national app and rebuilding one's own mobile phone is undoubtedly more likely to win.
In fact, a company with high-tech attributes does not necessarily help smartphone products. Google is also a black technology company. It has Google X Labs, advanced artificial intelligence technology, and has certain results in the Internet of Things, robots, driverless cars, and smart glasses, but Google Pixel smartphones have not been successful.
For smartphone products to be successful, it is related to comprehensive competitiveness in terms of the product itself, the value that users just need, the operating system, the ability to integrate the mobile phone supply chain, and the ability to lay out mobile phone channels. To be a mobile phone, Tesla needs to go back to these levels.
In terms of competitiveness at these basic levels, Tesla can integrate the mobile phone supply chain, but with Tesla's strength and gimmicks such as SpaceX Starlink and Neuralink devices, it is still unable to bring disruptive changes to the smartphone market.
But if I hold people without me, the effects of the social networking apps I just need may not be the same. If Apple and Google dare to take it off the shelves, then this just happens to be a bargaining chip to become a mobile phone, win over people's hearts, and win over users. Tesla phones are positioned as exclusive backup machines for Twitter users, so they can start cold faster.
Generally speaking, this is actually also a gamble. The bet is that Western users just need Twitter. Looking at it now, I still can't see if Musk is loud, or does he really dare to take a gamble? Or is Musk ready to take down Twitter's mobile phone layout? That remains to be seen.
But overall, judging from the analysis, based on the current situation where today's smartphone industry has developed to a high degree of maturity, perhaps only if Apple and Google take down Twitter will Tesla phones have a chance of success. $Tesla(TSLA.US$ $Tencent(TCEHY.US$
Because if a Chinese user were to be prevented from using WeChat, a social networking app that everyone uses, it would greatly affect its life. The latter is far more important to users than the former.
Later, on August 7, 2020, US President Trump filed charges against WeChat and its parent company Tencent on the grounds of protecting national security, prohibiting US companies and individuals from trading with Tencent in the future.
But then Trump had to compromise again, allowing US companies to continue using WeChat in China, and also allowing WeChat to continue listing on the Apple Store. According to people familiar with the matter at the time, senior US government officials came into contact with some companies and discovered that a complete ban on the WeChat app owned by China's Tencent company could have a devastating impact on US technology, retail, gaming, telecommunications, and other industries.
This shows that when a super app with a huge number of users competes with mobile phone giants, the mobile phone giants actually have no chance of winning.
If we follow the trend, under Musk's fire, if Apple and Google take down Twitter, and Twitter becomes the exclusive social networking software for Tesla phones, the chances that Tesla phones will succeed will be even greater.
If only Tesla phone users can play Twitter, will a large number of users consider buying a Tesla phone as a backup phone? I think that possibility exists.
Did Musk say hi, or would he really take a gamble?
In today's mature smartphone market environment, the mainstream mobile phone software pattern has taken shape. At home, users are inseparable from mainstream social networking, e-commerce, and content software such as WeChat, Taobao, Tmall, Baidu, Meituan, Douyin, Today's Headline, iYouTeng, Weibo, etc., and no user is inseparable from one of the mobile phone brands such as iPhone, OPPO, and Xiaomi.
The same is true abroad. Users in the US and Europe are inseparable from mainstream software such as Google Search, YouTube, Twitter, Amazon Shopping, Facebook, TikTok, Instagram, and WhatsApp. It can be said that missing any of these will cause discomfort in users' lives.
Musk bought Twitter to turn Twitter into WeChat. Its purpose was to bring the number of Twitter users and user stickiness to the next level. Having an irreplaceable application means that it is just what a large number of users need. Holding a national app and rebuilding one's own mobile phone is undoubtedly more likely to win.
In fact, a company with high-tech attributes does not necessarily help smartphone products. Google is also a black technology company. It has Google X Labs, advanced artificial intelligence technology, and has certain results in the Internet of Things, robots, driverless cars, and smart glasses, but Google Pixel smartphones have not been successful.
For smartphone products to be successful, it is related to comprehensive competitiveness in terms of the product itself, the value that users just need, the operating system, the ability to integrate the mobile phone supply chain, and the ability to lay out mobile phone channels. To be a mobile phone, Tesla needs to go back to these levels.
In terms of competitiveness at these basic levels, Tesla can integrate the mobile phone supply chain, but with Tesla's strength and gimmicks such as SpaceX Starlink and Neuralink devices, it is still unable to bring disruptive changes to the smartphone market.
But if I hold people without me, the effects of the social networking apps I just need may not be the same. If Apple and Google dare to take it off the shelves, then this just happens to be a bargaining chip to become a mobile phone, win over people's hearts, and win over users. Tesla phones are positioned as exclusive backup machines for Twitter users, so they can start cold faster.
Generally speaking, this is actually also a gamble. The bet is that Western users just need Twitter. Looking at it now, I still can't see if Musk is loud, or does he really dare to take a gamble? Or is Musk ready to take down Twitter's mobile phone layout? That remains to be seen.
But overall, judging from the analysis, based on the current situation where today's smartphone industry has developed to a high degree of maturity, perhaps only if Apple and Google take down Twitter will Tesla phones have a chance of success. $Tesla(TSLA.US$ $Tencent(TCEHY.US$
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