Content Density Drives Success

A breakdown of why vertical content platforms (focused on one area) succeed over horizontal platforms (multiple areas) in maintaining user engagement and content quality.

The Vertical vs Horizontal Platform Challenge

  • Vertical platforms (like Twitch)

    • Focused primarily on one category (gaming)
    • Users can always find relevant content
    • High content density in specific interest area
    • Easy to maintain consistent engagement
  • Horizontal platforms (like Clubhouse)

    • Spread across multiple categories (sports, tech, music, etc.)
    • Content is diluted across interests
    • Low value for niche interests
    • Harder to maintain quality across categories

Content Creation Challenges

  • Live streaming differences
    • Gaming streams (easier)
      • Can talk while playing games for 6-8 hours
      • Natural activity provides content structure
      • Creators stream 40 hours/week consistently
    • Pure talking streams (harder)
      • Difficult to be entertaining through just talking
      • Requires more active effort to create content
      • Few can maintain quality for long periods

The "Time to Fun" (TTF) Problem

  • Users need engaging content within 7 seconds
  • Live platforms face unique challenges
    • Must find interesting content happening right now
    • Can't rely on historical best performing content
    • Algorithm struggles with real-time content quality
    • Users often leave after boring first experiences

User Retention Issues

  • New users typically:
    • Download app based on hype
    • Find mediocre content on first visit
    • Leave quickly if initial experience is poor
    • Rarely return after bad first impression
    • Need immediate value to stay engaged

This framework explains why focused, vertical platforms tend to succeed while broad, horizontal platforms struggle with retention and engagement.

07:01 - 09:12
Full video: 59:24
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Shaan Puri

Host of MFM

Shaan Puri is the Chairman and Co-Founder of The Milk Road. He previously worked at Twitch as a Senior Director of Product, Mobile Gaming, and Emerging Markets. He also attended Duke University.

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