As a global super Internet celebrity, Musk's every move affects the nerves of the public.

Previously, due to dissatisfaction,$Twitter (TWTR.US) $The product feature of this social media site has announced that it will spend 44 billion dollars to privatize and prepare for a drastic transformation. Sure enough, if you have the money, you can do whatever you want!

And Musk's model social software may be Wechat.

"if you are in China, you can basically live on Wechat, it can do anything," Musk said in an interview with a podcast of the "All-In" summit technology conference on May 16, local time. It's kind of like Twitter plus PayPal.$PayPal Holdings Inc (PYPL.US) $), plus a lot of other things, these products are integrated, and the interface is great, it is a super app.

There is no such social software as Tencent Wechat outside China. I think this kind of App is very useful. There is no spam, you can comment, you can post videos. "

In addition, Musk also said: "there needs to be such software, whether or not to convert Twitter into this all-inclusive APP, which contains digital city squares, where important points can be discussed and the greatest degree of trust in the community, and once a high degree of trust is gained, it makes sense to introduce payment functions. "

Interestingly, not long ago, Guo Mingyi, an analyst at Tianfeng International Securities and the best analyst Apple Inc, wrote on Twitter that the future business of Twitter may be partly similar to that of$Tencent (00700.HK) $Social networking, advertising and financial technology and business services, which provide a basis for analyzing whether Musk's 2028 financial targets for Twitter are reasonable.

The ability to predict in advance is evident!

And in 2021, Tencent's revenue from social networks (including subscriptions), advertising and financial technology and business services was $17.6 billion, $13.3 billion and $25.8 billion, respectively.

As a result, Musk's $26.4 billion revenue target seems achievable.

Guo Mingyi also believes that Twitter may not provide a wide variety of personal multimedia subscription services like Tencent, but its experience can help Twitter provide subscription services related to financial services (comparing Tencent's financial technology and business services).

In China, almost everyone is inseparable from Tencent's WeChat Pay, Twitter Pay may do similar things, or even carry out some additional business and so on.

It can be said that Guo Mingyi corresponded to Musk's idea.

Niu friends think:

Will Musk's transformation of Twitter be successful?

Will Guo Mingyi's analysis of Musk be accurate?

Is it good for Twitter to be the next Wechat?

Welcome to leave a message for discussion!