Elon's quiet play: The X App Store could be the $1T sleeper.
Think about it—inside the Everything App:
• Twitter
• Payments
• Tesla CyberCab ride hailing
• Starlink
• XTv
• More verticals incoming
Real alpha: Bundle Starlink with free X Premium. Lock users into the ecosystem, monetize via network effects.
This isn't just integration—it's a monopoly on attention, mobility, and connectivity. If Elon pulls this off, it's game over for fragmented apps.
Watch the X ecosystem closely. This could redefine platform economics.
Think about it—inside the Everything App:
• Payments
• Tesla CyberCab ride hailing
• Starlink
• XTv
• More verticals incoming
Real alpha: Bundle Starlink with free X Premium. Lock users into the ecosystem, monetize via network effects.
This isn't just integration—it's a monopoly on attention, mobility, and connectivity. If Elon pulls this off, it's game over for fragmented apps.
Watch the X ecosystem closely. This could redefine platform economics.