Content Density Drives Success
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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
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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
- Gaming streams (easier)
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: 59:24SP
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.