Ben Thompson:

“Evolving” is a word that has never really applied to Twitter. Consider the Oscars: according to Twitter’s statement of strategy the ideal outcome for Twitter apparently would be live-streaming the Oscars, much as the service live-streamed a few NFL games and the Presidential debates, making the service the “first-screen” instead of the second. In other words, Twitter wants to make a better banner ad (that, as noted above, will in reality actually be worse). What makes this so frustrating is that Twitter’s goal of owning “live” could mean so much more: how might the product evolve if Twitter had the sort of product mindset found at company’s like Amazon, Netflix, or Airbnb?

Brutal.