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The End of the Social Graph: How the Interest Graph is Changing the Game – For Now –

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A few years back, I wrote a piece called 'When Network Effects Lose Their Armor' exploring the situation when technological shifts could destroy the supposedly unbreakable network effects built by giant companies. The initial post covered the case of ride-sharing networks and how self-driving cars could render them irrelevant. In this article, we will look at the case of social media companies, how their initial defensibility built around Social Graphs is disappearing, how they are creating a new one, and how the newly built one could also vanish. As Facebook rose to dominance, it seemed that nothing could stop them. Their growth was fueled by the increasing density of connections between people as they 'friended' and 'followed' each other in masses. It was difficult for individuals to just leave and take their network with them. Chris Dixon famously said, ‘Come for the tool, stay for the network’ This was certainly true for many years. For a long time, their position seemed unassailab

The End of the Social Graph: How the Interest Graph is Changing the Game – For Now – When Network Effects Lose Their Armor – Part 2 Hicham Ezzahid Jan 09, 2023 2 4 Share A few years back, I wrote a piece called 'When Network Effects Lose Their Armor' exploring the situation when technological shifts could destroy the supposedly unbreakable network effects built by giant companies. The initial post covered the case of ride-sharing networks and how self-driving cars could render them irrelevant. In this article, we will look at the case of social media companies, how their initial defensibility

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