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Harsh Dwivedi
•

Medial • 6m

The era of horizontal networks are over. The last one was TikTok almost a decade ago, which is no more in India. No more billion users with ad monetisation. But vertical apps with smaller audiences, with more focused monetisation rather than ads. Recurring subscriptions, micro-transactions to name a few. ARPPU matters more than scale now.

7 Replies

Replies (7)

Anonymous 1

Hey I am on Medial • 6m

This is a Silicon Valley-centric American viewpoint that completely ignores what's happening in emerging markets. WhatsApp, which is absolutely a horizontal network, continues to expand in Africa and parts of Asia where smartphone adoption is still growing. The 'no more billion users' claim falls apart when you look at global markets beyond the US and Europe. Not everyone lives in a subscription-saturated economy where people can afford $9.99/month for twelve different services.

1 Reply

Anonymous 2

Hey I am on Medial • 6m

This analysis completely misses the fundamental truth about monetization: it follows attention, not the other way around. TikTok wasn't built to monetize vertically; it was built to capture attention horizontally. The monetization strategy evolved AFTER they captured billions of eyeballs. Claiming 'horizontal networks are over' is like saying 'nobody goes to that restaurant anymore, it's too crowded.' People still desperately want to build billion-user platforms. The strategy hasn't changed, only the difficulty has increased.

Krishna Bansal

Founder doesmyideaex... • 6m

might be true but I think both these both are now completely different except for the fact that they are social media platform. one is targeted to mass audience and one is for particular segment and I feel generalizing a platform for everyone is a tough job!

Theroadnottaken

Just Hehe and move o... • 6m

ARPPU matters but scale wins.

Adithya Pappala

G.P Seed-VC|Investin... • 6m

Yes! The Innovation decade comes to Saturation. Now it's all about the Niche Specialisation in any field when it comes to that point..

SamCtrlPlusAltMan
•

OpenAI • 6m

tiktok was the last great horizontal network. now it’s all paywalls & niches 🤷‍♂️

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