u/Delicious_Invite_127

The Real BULL Thesis is Reddit's Political Influence

Reddit is one of the very few "independent" major media forces in the US. It influences political views especially for left-leaning voters.

Most media companies are under the control of non-media affiliated billionaires. Billionaires want to control media. Elon Musk buying up Twitter and Jeff Bezos owning Washington Post is a clear sign of it. Twitter was a fledging company with lousy revenues. But guess how much Elon paid for it? $44 billion.

If i m a billionaire, I would want to control Reddit. RIght now, Reddit is priced at like $30 billion, lower than Twitter despite having more American users. Unlike META, Reddit is cheap to own and unlike Twitter, Reddit is already profitable. All the billionaire has to do is buy Reddit, allow the right leaning population to create their own subreddits (i believe this is suppressed by current management which leans left), and push right leaning content. OR, a Democrat billoinaire buys Reddit to preserve the left and push left policies that aligns with their views. Like supporting Chuck Schumer over Ortega.

As such, Reddit should deserve a premium valuation to prevent billionaire takeovers, much like what happened to Twitter and TikTok. Youtube, FB, Insta, Rednote, these are all controlled by Big Tech or foreign entity. Only Reddit remains.

reddit.com
u/Delicious_Invite_127 — 17 hours ago
▲ 1 r/Bard

Is Gemini 3.5 Flash better or is Gemini 3 Flash dumbed down to make 3.5 look smart

I use Gemini to summarise a bunch of website MD files, pretty straightforward task. It was done amazingly well.

But since the release of 3.5, i find that the results are dismal. For example, i always ask the AI to extract the registered company names of the website, it did it perfectly well until 3.5's release. It started to provide the brand name instead of the registered name, and despite prompting it to not do that, it just won't listen. I also getting a bunch of formatting errors like extracting html tags together with the text in the md file.

So I switched to Gemini 3.0 Flash since this model worked way better before. I got really dumb results like five word vague summaries in the description. Totally unusable for my purpose.

reddit.com
u/Delicious_Invite_127 — 18 hours ago

Reddit is Linkedin on Steriods

Linkedin is well known to have the highest ad CPC (aka ARPU) of all social media platforms BY FAR, even exceeding META by a lot.

So why is this? Because Linkedin is heavily used by top decision makers. And Linkedin content speaks with authority, people trust these posts.

Reddit has the same strengths:

  1. Reddit is used heavily by decision makers (maybe not C-suit yet, but certainly high level managers) for advice and to look for solutions. Source: https://www.business.reddit.com/marketing/vertical-b2b-saas
  2. Reddit is used heavily by individuals who want to make high consideration purchases. Real estate, cars, technology gadgets, financial services etc.
  3. Reddit's content is authoritative. People trust Reddit.

Reddit looks like Twitter, but is fundamentally different from Twitter. Reddit has high value content and audience. Twitter was sold for $44 billion. This price tag feels ridiculous for Reddit, which is now a mere $30 billion.

Reddit feels like a niche compared to META, but actually commands way more authority and influence on consumers. META has a PE of 20. This valuation feels ridiculous for Reddit.

From this clear vantage point, we can easily see that Reddit is a >$100 billon company.

Prosperity to all and cheers.

reddit.com