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From breaking news and entertainment to sports and politics, get the full story with all the live commentary. observed
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. Scores publish at 2+ evidence lanes; this company's tape carries 1 (3 signals/60d), so no number is claimed.
Subdomains appearing in public certificate-transparency logs — infrastructure standing up, dated at detection. Intent labels are deterministic (token map), not guessed.
No standout signal or flag yet.
The skeptic's read what this company has said, judged against what happened
Unproven ≠ false — it means the deadline or the evidence hasn't arrived. Nothing here is editorial: every count is a ledger row you can open on the Proof page.
No single number decides. Layers can disagree — that's the point. New to this? →
The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.
Twitter had absolutely no technical ability to do anything. They were bloggers, and they were really web designers, but they didn't know how to use a database, so the thing was crashing constantly, so they couldn't even build a search engine, image hosting, or a client, so you used a third-party client in the App Store, a third-party client on your desktop. Surmise to search it, and TweetPick, and TweetVid, and LongTweet.
I would have to pay for it on the business side. It's critical for Black news and real stories and truth telling. On the personal level, as a personal brand, I hate Twitter. I feel constantly attacked. And it is not a positive place anymore for me.
And the popular theory is right now that it's a Twitch Patreon-style subscription, which would be quite nice, actually. So you could subscribe to individual accounts, and that would be amazing for people to be able to monetize themselves. I talked to Evan Williams about that a decade ago. Or power users could pay for access to new analytics, breaking news alerts, stuff like that. But Twitter's share price jumped 12%, which is pretty amazing since people have kind of lost faith in that company ev
So they looked for tweets of people who on average were eight or ten year old accounts with decent follower accounts and two out of the first three citations. So I actually think they probably are using a really good algorithm. We'll ask Elon to do this.
And I will also would encourage the team over there to look at, if they haven't already, it seems obvious. I'm sure they have. How long has this account been around?
And I think there was, um, and this is where the blue checks, uh, decision that Elon made. And I understand why he made that as well. It was like a two tier system of like, these are the elites. And then these are the P you know, the peasants. There was something beautiful about the blue check mark system, which at least you knew it was who you said it was gonna be. And the blue check mark system means, you know, it's a paid person. They have a credit card in the system or they're paying on thei
what Elon did going for free speech is the greatest mitzvah you could do for humanity and democracy, but there is a price for it. And the price is you have a lot of anonymous accounts.
the data on Twitter or X formerly known as Twitter has a huge advantage. It's real time, but it's going to take the model a long time to understand what's spam in that system, because Elon made a very brave decision.
when we did twitter and snapchat they were both pre-revenue
So on Twitter, you know, if they come out with a they're coming out with a clubhouse killer, where you're going to be able to just do a voice group, you know, amongst like, let's say a Twitter list, so I can make a Twitter list, and then turn it into a voice group, and everybody can listen in on that conversation or whatever, like these little voice groups. Well, that can be a premium feature.
I think if Twitter wants to be in the race with Facebook, they've already lost that race. So why be in that race? Why not change the race and change the narrative? And it's quite possible they could have, you know, 10 million paid users and 10 million paid users at 10 bucks a month is, you know, a billion over a billion dollars in free cash flow, that would be free cash flow to Twitter. And that would make them dangerous. So I believe 100% that Twitter should do that.
I think in Twitter's case, they might convert of the users who use it more than an hour a day. In other words, the ideal customer profile of a Twitter user is they're on the platform five times a day, let's say for those people who are on the platform five times a day for more than an hour a day, selling a premium membership on Twitter is going to be the easiest thing in the world.
like you look at Twitter with society, Coinbase with monetary policy, like these are inherently political organizations
Uh, I mean, I think from like a politics standpoint, it just depends what your goal is. It's like, no, I like, I don't think it landed well in the moment here, but I mean, it's, I think it gets back to what the goal is. Like the goal here is, is clips for Ted Cruz. Like, I think the real question is like, what, what could consequences of all of this be for the platforms? Um, interestingly, I think, you know, kind of along the lines I was saying earlier about Twitter trying to be orthogonal here,
And finally, much of the content people see today is determined by algorithms with very little visibility into how they choose what they show. We took a first step in making this more transparent by building a button to turn off our home timeline algorithms. It's a good start, but we're inspired by the market approach suggested by Dr. Stephen Wolfram before this committee in June 2019. Enabling people to choose algorithms created by third parties to rank and filter their content is an incredibly
I think Jack is kind of a hero for willing to take that on.
it's like almost like the Streisand effect kicked in right there because they made it more important because they were blocking it. It was the first time they did that, but I don't envy them one bit. And I don't claim that I have the right answers on any of this stuff. I mean, they bought a huge problem and I wouldn't want that problem for anything.
And then they don't let you tweet the URL that seemed like very blunt in terms of like a way to, I don't think that worked, uh, honestly, that didn't work at all.
this sort of total level playing field that we have on, on Twitter, uh, we know where that goes. It's better than earlier, uh, you know, you know, uh, ways of communicating like mail lists were completely out of control. I mean, all the trouble we had with, uh, RSS, it's all because we use mail lists for it and gave everybody, even people who had no stake whatsoever in the, the medium were controlling it, you know? And, uh, it, you know, so that wasn't good and what we have with Twitter isn't go
And then that of course allows somebody to come into an open platform like Twitter or Facebook and just back into the algorithm and say, you know what, let's buy ads in rubles and create chaos in America.
if you feel confident, you've built a 400,000 person following on Twitter, you know, you feel pretty good. Twitter's not going to algorithmically gate you from them. You're still going to be able to reach them.
my point is now with these at scale services, the at scale service can duplicate it and beat the original.
But I would not go over to clubhouse. I don't think if Twitter was working because I've already got an at scale network over here.
the way that I've thought about the delineation between clubhouse and Twitter spaces right now is for Twitter spaces. It is only in the top bar for the people who are following me. So it is an opportunity to have a real time live audio discussion with people that are already in my top of funnel as a creator. When you're on clubhouse, there's way more opportunity to get exposure to people who aren't already in your ecosystem. So to me right now, at least, and if Twitter stays with the same mechan
I looked at it and I have to say it's much more compelling to be on Twitter.
I think Twitter already has been quietly giving up space as a rumor Uber is going to give up some space.
Over time, though, we've actually made sure that as a part of our health roadmap, we do build real user facing features.
So health is a really important strategic focus for us and has been for quite some time.
It's certainly one of our focuses and maybe if it's helpful, I can sort of step back and give you a sense of like, what are the big like strategic rocks that we're focused on? Yes, please. What you're referencing is certainly one of the focus areas, but there's a few kind of strategic initiatives that we sort of disproportionately focus on as part of our strategy. The first is health. You know, it's been, it's been a long focus for us over the last few years because it's important
Well, we have, we have sort of frameworks that we use to classify customers based on their behavior. Here, for example, we look at the behavior of what we call composers, like people who tend to create content very differently. They sort of had different behaviors than folks who are heavy content consumers. They spend a lot of time on the service, but they're not so much active on the content production side. They're more consumers. And so that's sort of one framework we use and then we sort of
that period of time where for two years we focused on refining the core, that focus is what actually returned the company to user growth. Like building the ranked timeline, building sophistication around machine learning to be able to recommend content to people, which is like fundamentally people come to Twitter to stay informed about their interests. If we're not good at recommending content, we're nowhere. And that period of time, even though it didn't spark a bunch of divergent bets that wou
in places like instagram or twitter where you're trying to posture and flex two notches above yourself get away from that
still have to this day because non-black people couldn't understand what was going on on twitter and they were afraid that people white people primarily would not understand what twitter was and leave so they basically throttled black culture on twitter this is a story i was told
Twitter is the most upfront, they only count monetizable DAOs, Twitter users who logged in, or were otherwise authenticated and access Twitter, on a given day through Twitter.com or Twitter applications that are able to show ads.
we're testing a few approaches to allow people to upvote and downvote replies. This gives people the power to privately voice their opinion on the quality of replies without publicly shaming others while giving us more nuanced feedback.
they're taking what dig and Reddit pioneered and they're moving that to Twitter. This is great for threads because if you go to Reddit, or other forums, you used to be able to see the top two or three threads up top. Now this does change the chronological nature of it. So you think of every child to the parent tweet, so I read a tweet, I thought that the TV series Loki was awesome. And then 10 people reply. Well, one of those might be the most interesting thread, but it could be the 10th one dow
I think what we're seeing here is Twitter got its groove back on the product basis.
Well, we're leveraging machine learning and AI across the company to deliver better outcomes. That means making sure we're showing the right ads to people. It means making sure that we're sending the right notifications to you to bring you back to Twitter in a moment when you really care about. That's a really important part of our work. It also means from a health perspective, now 60% of the tweets that we action we're finding through machine learning as opposed to through human needing to be i
We grew our audience by 20 million people year over year 7 million from last quarter. We're delivering better ad formats, more relevance through age based targeting, location based targeting for advertisers, all of this against a really strong macroeconomic backdrop, there are more events happening, people are able to go back to those events in many situations. Advertisers have more products that they're launching where they want to connect with their customers on Twitter. It's all coming togeth
not counting the after hours move, Twitter shares are up more than 30% since the start of 2021, which is almost double the S&P 500, which is up 16% in the same time period. Twitter's ad business just boomed in q2 was up 87% year over year to 1 billion. And total ad engagement was up 32%. That's people clicking on the ads commenting on them, etc.
as we enter the second half of 2021, we are shipping more, learning faster and hiring remarkable talent. For example, our increased shipping cadence contributed to reaching 206 million average monetizable DAOs, monthly DAOs, in q2 up 11% year over year and 3% quarter over quarter, there's a tremendous opportunity to get the whole world to use Twitter. And I agree with him. And I think it's possible
I guess Jack Dorsey, who is, you know, turns out a great leader, both of his companies Square and Twitter, which Prof G derided for years, are absolutely crushing it.
the big lesson here from both companies is product velocity, gets new users, new users increase revenue. It's really that simple, folks, I talked to the founders I invest in all the time, keep iterating, keep coming up with new ideas, keep making your existing products better. Keep delighting your users, the revenue will come and snap and Twitter were stagnant for years, they were sideways trying to figure it out. Don't give up, go public and keep grinding.
Twitter has introduced spaces Twitter blue, it's for subscription service. That's like $3 a month, their tip jar and they're rolling out super follows soon, which will act as like a Patreon OnlyFans like membership where you you know, give content just to that group of people. And obviously, Patreon and OnlyFans were largely built off of people's Twitter and Instagram followings. So now it's as if those businesses are going to basically be built into Twitter. And OnlyFans is for adult content. S
Well, let me start with the last part, the change of role should he be he should be fired any board that lets apart. I mean, this is a big company with 1000s of employees that plays an important role in the discourse of society. And about 1pm every day, he pieces out and he goes to another firm. I'm on the board of several I've been on the board of several public companies. And I've never met an individual who can manage a company like this part time. So unless there's some superpowers we're not
Twitter stock is up after they posted their fastest revenue growth since 2014. On Thursday, Twitter announced Q2 earnings that came in much stronger than expected. On Friday, the stock was up 4% and is up 10% since the beginning of the week. Their market cap is now 57 billion, nearing its all time high of over 60 billion, which they hit back in February of 2021. Q2 revenue was 1.19 billion, which was 74% year over year growth, the largest year over year growth since 2014. Twitter's year over yea
And that compression, while largely not just maintaining the product, but actually accelerating product experimentation and so forth. Now, there's a whole other discussion whether the business model is sort of creaking a little bit, but that seems separate from can you run this company in a more efficient way.
kudos to twitter to not letting those things uh or you know x not letting those things circulate
twitter is the center x is the center of the universe for where people are publishing the know-how as well
one lesson that we've learned in the last few years is just how network effects remain undefeated whether it's twitter or san francisco if you've got strong network effects it's very hard to disrupt no matter how incompetent the governance is and so san francisco obviously the government is tremendously incompetent um and in twitter whether you think elon is incompetent or you think the previous regime is incompetent no matter what most people are are staying in twitter and staying in san franci
the big ones here tumblr was a billion right etsy was probably a billion so those you know still great if the series a but i think mongo and twitter are the big outliers right yeah and then and
one thing i just want to mention on top of jason's point earlier is that some firms get lucky and have one big winner that uh returns nearly everything but usb has many winners it's not like they they caught a facebook or nvidia and they've held it they've got you mentioned twitter but they've etsy and tumblr and coinbase and mongo and lending club and zynga their hit rate is is phenomenal uh yeah mongo is a big one that's that's probably one of the
union square um uh that series a of twitter uh and i had you know talked about it with actually evan williams which one to pick and he went with union square um i had advocated both i thought i i told him to split the round between the two like uh google and then you see the later ones you know have less um upside in them so it really is about time and fred wilson's been a spectacular investor
man something happened in 2012 fund that they hit 22x i think that's the twitter fund i'm gonna guess uh and some other names in there and that just shows the power law you know if you're the he did the series a in um twitter i remember when evan williams was asking me uh and some palace entry that deal was between sequoia and
twitter probably raised a million and it was you know 10 angel investors 20 angel investors 25 to 100k a pop
if twitter had let him come back on and gave him his platform back after like a six month or a year time out would he even be doing this no
no i think i think at that point they have the perfect excuse not to let him back on which is like hey we're not censoring him because he's there's an alternative they don't want to let him back on
fact is it's twitter's marketplace of ideas yeah and facebook's is facebook's marketplace of ideas and at the end of the day i don't think you're going to get away from any of these centralized social networks having anything but some degree of moderation to play a role
it'd be really interesting to know whether this was algorithmic or was editorial because i think if it's editorial it does actually i don't think it's as extreme as what david just said but it skews more in the realm of like people with an axe to grind can flag one thing over another or not right but if it's algorithmic i think that that algorithm probably just needs a lot of tweaking
we need some some of the transparency that jack dorsey repeatedly promised at all the congressional hearings remember when he got hauled up there he promised that they would give more transparency about the way that their algorithms worked where is that and it hasn't been delivered up they promised it now jack dorsey's skipped out of town and there's a new guy in charge
we need to know how these algorithms work because they are pressing their thumb on the scale you know of debate in the marketplace of ideas by suggesting that some ideas are sketchier than others
is it a way is it sort of a passive aggressive way for snowflakes at twitter to like label people they don't like and sort of suggest they're vaguely disreputable
what i liked about jack and elon jack in particular in the last day is um you know having a voice and going direct and being inspiring i think that leadership is all about defining where you're headed and then creating religion in the troops to follow you to go there and i think the way that both of these folks speak directly to people and the way that they speak authentically and that they tell a big story about where they believe the world should go and why you should follow them to get there
he wants to focus on blockchain clearly he has religion on this and he believes that it's the future of the internet and he cares deeply about the democratization of access to finance
i think one of two things is going to happen okay first of all elon is going to be thwarted by these folks he's not going to get control of this company they're the vested interest in stopping
the only sign of life in that business is spammers and you know all these fake accounts being created so they're just scared to take that 20 uh hit but the site would be cleaner without it
the fact that they can't solve spam and bots and other meshugana going on at that company is uh crazy
goldman is doing evaluation as we speak
i bet jack is the linchpin and what's going to happen here you know his point of view on this transaction and whether or not elon should be the steward of this business going forward and whether this is a fair price for him is going to sway a big part of how this process is going to go
if he took one of the ai people working on self-driving and dropped them into twitter i'm one they would solve the bot problem the spam problem in 30 days with one and if god forbid he sent three they would solve it in the weekend
2021 revenue is five billion they have eight thousand employees back of the envelope six hundred twenty five thousand dollars per employee in revenue
the problem that this board will have is justifying the alternative of not taking this i think it's going to be harder than you think
when you factor in what's happened to this stock over the last decade and when you factor in the market beta today it's i think you're going to have a very hard case to make that there is a path to an outcome that's a lot bigger in an obvious way here
that company so culturally he's been broken for a long time
you could fire half those people or more that'd be absolutely no impact to the business in fact they probably run better because right now they probably got too many meetings happening with too many people
i don't own much of twitter none of them own much of twitter i do 100 agree with sacks
if you look at the wealth of the people on twitter's board and we know all the people on twitter's board their wealth is significantly greater than whether twitter stock sells for 60 or 70
these people on the board what skin in the game do they have most of them are these directors who are just appointed and it is it's like a club these guys it's all big back scratching club
these are guys who love the power they derive from being on this board we know twitter has enormous cultural power these guys they enjoy all the benefits they get... they enjoy being in this very exclusive club that wields enormous power over our culture and they have no incentive to give that up
parag knows that if elon buys this company he is out of a job his head is on the chopping block he is fired right away... so he is incentivized to fight this thing whether it's in the interest of shareholders or not
let me make the case for the clear cut for the clear cut case here
it's their judgment at this point that they should get more for the stock given where they think the company's headed and where the stock price will eventually get to
i think what elon will try to do is essentially use the public pressure that's going to build and the existing shareholders who own stock at 40 some odd dollars a chance to basically get you know a 20 payday by selling it to elon for 54 bucks or 53 whatever the price was and the twitter board now will have to justify how whatever they come up with is better than this
the twitter's poison pill basically says that if you get to 15 percent you're essentially locked out from a right that then everybody else has that effectively allows them to buy another share of stock and i think it's a 50 discount and so what it does is it creates an incentive to essentially almost double the fully diluted shares outstanding of the business and what that does is it makes it almost impossible for the person with 15 to then go and acquire what's necessary to get to 50 percent
the board of directors you know the professional board of directors has decided they would like to get personally sued i mean this is the most insane thing
elon put in a bid to buy twitter outright on thursday and take the company private in a deal worth 43 billion dollars
we've already started to deprecate our our mailchimp account to just try to get that payment from you know what is 18 000 a year now or something and get it down to you know 10 maybe because it's expensive
i'm starting to think i don't even need mailchimp anymore because review is giving it to us for free it's kind of a big hack isn't it
twitter space is doing great
i do believe the velocity of products at twitter is moving faster
the biggest right here i think is that the apple ios 14.5 app tracking transparency features which launched in may those are supposed to call cause all these kind of headwinds and they didn't um so that is a good sign
twitter is a very unique product in the world it's super influential among a certain cohort of people they've never been able to get everybody on the platform everybody doesn't like it you have to be kind of chatty and addicted to twitter to really get into it
i think there could be some acquisitions that occur that would be really great if they could buy some things that maybe grew it
so you can take out profitability for this year i'm sorry for this quarter and you can just strike it from the year because listen the company is worth a lot of money and so uh it's uh that's a speed it's an expensive speeding ticket but a speeding ticket nonetheless
q3 revenue 1.28 billion that's 37 percent year over year we talked about this on the program if you're above 20 30 percent you're in that high growth category
according to the financial times article twitter ads quote rely more on context and branding than on tracking consumers mobile habits so twitter's ad sales rose 41 last quarter uh so they don't seem to be as impacted by this that directionally makes sense when they say they rely more on context and branding than on tracking consumers mobile habits you ever see that when you load twitter uh whatever the big movie is that weekend whatever the big tv show on streaming is so dune or you know the lat
facebook twitter youtube and snapchat quote lost 12 of revenue in the third fourth quarters or 9.85 billion
in our first story today apple's privacy features that you've heard about from their ios 14.5 update are costing according to a third-party service facebook twitter youtube and snapchat about 10 billion dollars in combined lost revenue in the second half of 2021 this is a story from the financial times if you don't remember apple introduced app tracking transparency back in april as part of their ios 14.5 update i covered that in episode 1204 if you want to go deep basically iphone users are opt
It's a product that will be with us for a long time. Does it have problems? Is it full contact? Is it crazy? Sometimes of course it is. But that's part of the fun of it. And it's an important product in the world. And so I think ultimately, this will be a great thing.
I think he got Twitter on exceptional footing, the products gotten better and better. They were launched Twitter blue, which I am a paid member of and I love Twitter as a product is amazing. And I think Jack felt, you know, there were other people who could run the company better than him. And I think that's a very mature, intelligent position to take, which is, hey, if there's somebody better, and he's a major shareholder still, then they should run it.
product velocity at Twitter has been extraordinary for the last two or three years, they work kind of stagnant, there weren't a lot of changes. And now we see Twitter blue, the news product, where we saw them do Twitter spaces so fast, it was unbelievable. And Twitter space is obviously dominating clubhouse me in a major way. And they didn't buy clubhouse, they just decided they would beat them heads up. They did stories then removed it. That was actually a good sign that they decided, hey, stor
it feels like Jack is more interested in Bitcoin and Dow's and cryptocurrency than he is maybe in Twitter.
just times it by four, you're at exactly 5 billion means Twitter is trading at about seven times their sales, which is pretty respectable. That's like high growth territory.
They're currently cruising at a $36 billion market cap. Q3 revenue was $1.28 billion. Pretty amazing.
So good on Twitter for doing this, and maybe not the best communication. But this is an opportunity. Jack was pretty available to people on Twitter, he would reply to people, he would go to speaking gigs. And so let's see if the new CEO is as available.
the algorithms are just too powerful, maybe things should not get shot up to the top of everybody's feeds all the time, maybe that's not good for society, maybe things should slowly percolate, right. And so if everybody turned down the algorithm in terms of the number of people who saw something, they might lose a little bit of time on site, but we might gain a little bit of wisdom, and maybe a little bit more judgment about what should be shared online.
I don't think it's as bad as it looks. And the timing certainly makes people's minds wander. But I don't think that this has anything to do with Jack leaving and then them wanting to do this.
in September 2020, Twitter was named in a lawsuit by a man who claimed he was incorrectly doxed as a white supremacist and then lost his job.
it is a very important thing that social media companies get this right.
The official wording is confusing.
the goal is obviously preventing harassment, which is great.
it's the day after Jack said he is leaving as CEO and will be leaving the board of our favorite company and favorite social network, Twitter.
So that was probably one of the things that led to Jack giving up the CEO seat. New technologies emerging, you have Square at scale, and you have Twitter at scale. Where does the CEO put its next idea? Pretty obvious that that's going to be a bit of a conflict going forward.
there's no reason that Twitter could not turn everybody's account into a wallet and then start accepting crypto distributing crypto and go head to head and Twitter should obviously have a payments platform
I just saw on Twitter, they were going to do NFTs in your wallets and verify that if you're going to use an NFT of the board a yacht club or whatever hipsters or lions, you would have to actually prove that you had that NFT to put it into your profile picture, I think was the idea.
so i think one of the things that if you're thinking about kind of areas where we're trying to go with twitter blue it's certainly around uh notions of kind of more control more customization but also really trying to think about that content experience across the board so like what top articles does is it really kind of doubles down on that notion of time well spent
the fleets experiment was like okay people are just putting their tweets in fleets it doesn't make any sense and that space up there works so much better when you see spaces there
one of the things that really kind of like made me feel very good about twitter when i joined was we experimented with fleets didn't get to where we wanted to and so we killed it
and i think it's cave on that there is an open-mindedness to experimentation here now
the mouse and the revenue quarter by quarter uh twitter doing quite nicely
it blew my mind because it completely changed my notion of a thread i'd always been thinking about them as just like it's a selection of tweets and so forth but like to be able to have that kind of immersive reading experience but one where you could also still create the signals of engagement around particular components of it it made me even start to think about articles in a different way
i don't need to have spaces or communities so i can turn off spaces and communities and replace it with top articles and lists which i love oh my god that's such a game changer for a twitter addict
with twitter blue you also have the ability to customize your kind of bottom of the app nav and so i just put it directly in the center uh it's one of so i that's one of the things i love about it
a large portion of what uh you you give to twitter for that subscription actually funds the journalism uh that you read
the phrase that i've been hearing at twitter a lot over the last six months that i've been there is like how can we be a different kind of platform
they were like look we want to come in with uh a subscription service we want to try and build and like be the kind of the first kind of large platform to really kind of diversify seriously in in this way and we want to do it in a way that kind of like recognizes and support the ecosystem
they uh actually invested in our series a although that wasn't uh public
company and i think you're a key piece of the twitter blue experience correct
jack i think had a hard time maintaining the service known as twitter in the age of trump which is the trolley car problem you know the unsolvable problem
it is the question that monetization drives is are you going to let your product become an unusable cesspool where there's abuse where there's fraud where there's fakery where there are things that to put it bluntly advertisers don't want to be associated with and that is why like call it all your censorship is a tool of governments not private companies if private companies want to make money they're going to censor
twitter started as a protocol the free speech wing of the free speech party then corporate and political incentives led to de-platforming and censorship web3 offers the possibility not guarantee of something better
youtube meta reddit and twitter did not provide proper information and records on the spread of misinformation efforts to overturn the 2020 election domestic violent extremism and foreign influence in the the 2020 election
strong to say that it's sideways as a business when we have seen spaces we have seen twitter blue like
it's been sideways in terms of like pro i mean they have increased the product velocity but as a company they haven't grown it's been very modest growth when compared to contemporaries they've always trailed all other internet companies i think they're trading still at a fraction of their peak valuation i think they probably hit 50 60 70 billion at some point i'm trying to remember what the peak was so just as a business it's been a slow growth i mean it hasn't declined which is good um but it c
they don't have the super majority so you don't have a god king queen over here making all the decisions right uh but it's also not a takeover candidate where you can do a hostile takeover
largest shareholder is an interesting headline minor shareholder is the reality here like very minor shareholder with no super voting like you have nine percent of the votes
they have proper governance at twitter where no one board member can have too much influence
twitter does not have board control in the same way and that's been that's why they had to you know make those changes with jack dorsey because of the activist investors yep on the board like they're very they're almost like a dow in the sense that they're very vulnerable to a takeover by a major shareholder they don't have super like you know the ceo doesn't have like jack doesn't have super voting majority probably better said would be
covet comes to mind like you weren't allowed to talk about the masks or masks not working or
i think he loves the product i honestly think that that's what it is he loves the product and cares about it and thinks it's important in terms of the world and you know as the big communication town square
who better to run it than a power user who is great at entrepreneurship this is going to make more people want to work at twitter more people are going to obviously want to own the stock if elon's doing it and if you look at product velocity i'm just looking at it like unemotionally just if benioff because mark benioff your member wanted to buy it as part of salesforce he wound up buying slack so if you know bill gates or microsoft or who's a good buyer for a company well somebody who uses the p
i think it's a savvy purchase uh because twitter has gone sideways in terms of as a stock and most would argue as a company in terms of growth the only real growth they had over the past five six years i think was the trump bump ... so maybe a savvy purchase because i would say arguably there's few people who are as good at twitter as elon obviously through having 70 uh million members i think he gets it
we'll take a look and discuss if he is going to become an activist shareholder or not i'm just laughing because the or not seems so unlikely
massive sec disclosure this morning that uh my pal elon bought 9.2 percent of twitter two weeks ago
The answer is no. The reason there's no edit button, there hasn't been an edit button traditionally, is we started as a SMS text messaging service. So as you all know, when you send a text, you can't really take it back. We wanted to preserve that vibe and that feeling in the early days. But now, you know, we have an app, and a lot of people are using us on the web. And there's some issues with edit that we can we can solve. One is, you might send a tweet, and then someone might retweet that. An
Twitter is debating the edit button again and looks like it's coming
reporters can still be on Twitter, but are encouraged to quote, meaningfully reduce how much time you're spending on the platform tweeting or scrolling in relation to other parts of your job, according to Dean McKay.
if Twitter is going to become a better product, it's going to become less of a town square.
all that bot problem could be easily solved. And I think Twitter is like technically incompetent and just doesn't solve that problem.
Twitter probably is dying, because as a product, there's very little upside. Like you can get attention, you can build a brand, but it's mostly sort of like journalists and people who like to fight with each other
I think it's worth looking at why Twitter might be dying. Like, I still use Twitter a fair amount. But my usage has certainly declined.
There is a version in which there could be a bidding war for Twitter shares and that would be pretty interesting, right? Like it would be interesting if somebody was like, I'm concerned about this existential threat that, you know, Elon Musk's ownership in Twitter represents for the public square. And so I'm going to like buy an equal and opposite number of shares either via a Dow or with civilians can do it. I'm not saying like the, you know, right. Okay. A civilian can do it. I'm talking about
So if you're on the board of a company like this, you can't talk about the product anymore. That's over.
And there was a very vibrant discussion about the product this weekend, including Twitter blue, which I have, and which is kind of not worth paying for.
I'd rather see Elon talking about the product all day long.
There is no greater product person or executive. And it's kind of obvious just in terms of like experience and success than Elon at Twitter. And on a product basis, he uses Twitter more effectively than anyone at Twitter and probably knows the product as good or better. And so he, as a way that he operates businesses, talks about them. He does customer support in real time. So whether you like his style or not, if you just look at it on a customer support in a product basis, let's just narrow on
And so I think you'll have a series of people who would very much shareholders in Twitter would very much like it to be an Elon Musk back company.
So if Vanguard and BlackRock are roughly 13% of Twitter and have a hundred billion, they're obviously familiar with Elon's work.
if you look at Twitter's largest shareholders, obviously people talked about Elon owning 9.2% at this point, which he's basically said in the letter he would liquidate if he wasn't able to buy it, which I think would make sense. Why have him sitting around, um, on the cap table if he wasn't, uh, you know, um, gonna buy it.
Now you've got a revenue stream that I think would generate 300, 400, 500 million dollars out of the gate. Yep. But it wouldn't do the growth thing. It would inhibit growth.
If they made the very and obviously Elon is very supportive of the same idea. And I think he came to it himself. I don't think he's got it from me, which is verification should be available to everybody.
I guarantee you if Elon controlled Twitter, it would be 100 times more sustainable, delightful, less toxic for people who are currently being brigaded.
They literally in a weekend could solve the bot problem. They could solve the brigading problem.
if you're under the pressure of make it grow, and bots are 20% of the growth, and spam accounts are 20% of the growth. And you're looking at 40% of the growth or accounts that you can't even account for.
I think Jack's vision of where he wanted to take Twitter is shared, because Jack is a radical free speech in his belief, and he is somebody who believes that more control should be given.
none of these platforms are an honest broker of information. Exactly. Yeah, they're all doing it for financial incentive.
I would take the opposite of that, which is, you know, if I'm willing to bet my own capital and take a big risk in order to see something, you know, that I think is important to society get better. And it's what, what is Twitter in terms of usage, the 10th or 20th largest, you know, site in this realm.
I think like what's so weird about this is that at the end of the day, Twitter, we're in this position for a lot of reasons. Twitter isn't a company and ultimately an asset. And like if it goes away or it becomes a thing that people don't want or whatever, like it's so small in relative terms. It's so US centric that there's a part of me that's just like, all right, whatever, like buy and sell Twitter. People will go somewhere else. Some other thing will come into its place. Like the idea that i
Civilizational risk is decreased if Twitter, the more we can increase the trust of Twitter as a public platform. And I'm not sure that I will actually be able to acquire it. The intent is to retain as many shareholders as is allowed by the law. It's definitely not from the standpoint of letting me figure out how to monopolize or maximize my ownership of Twitter. But we'll try to bring along as many shoulders as we as we're allowed to. This is not a way to sort of make money. Having a public plat
A fantastic change because as you just astutely pointed out Molly, the algorithm is not designed with, um, society, freedom of speech, uh, or anything in that realm benefit of society.
One of the things that I believe Twitter should do is open source the algorithm and make any changes to people's tweets. You know, if they're emphasized or de-emphasized, that action should be made apparent so anyone can see that that action has been taken. So there's no sort of behind the scenes manipulation either algorithmically or manually. Like I think like the code should be on GitHub, you know, so then and so people can look through it and say, like, I see a problem here. I don't I don't
let's take it private and bring as many of the investors along as possible, because then that would lower his burden of having to come up with the cash and cover this. And obviously coming up with the cash to cover this, you know, might mean liquidating other shares or, you know, raising money against us.
I thought it would just be a cacophony of lunacy, which I was right.
I could see Twitter doubling or tripling in value, especially under Elon, who, you know, is a, a product genius, obviously, uh, and a great leader of companies.
Elon has offered to purchase all outstanding shares of Twitter and take the company private in a deal that would be worth 43 billion.
Would they outbid Elon? I doubt it.
No big tech company can buy it. Apple, Microsoft with Lena Khan running the show. Um, Salesforce. Nobody, maybe Salesforce.
During that period, there was only 3 billion and he bought all 3 billion, uh, in terms of shares bought.
that was basically the entire float of Twitter during that period. There was no way that one person buying that on the open market would not have triggered Twitter management knowing right away and the stock like ripping, right? So what was he probably doing? He's probably buying blocks from someone else is the theory I've heard from people much smarter than me about this stuff because he was buying essentially the float
if Twitter is a private company, the SEC doesn't have jurisdiction in that way over a private company.
expose how weak Twitter really is right. As a company it's exposed. It's got everybody talking about how, if you bought 10 years ago, you wouldn't have made any money. We're all talking about how bloated this company is. You know, we have been talking about, everybody's been talking about how stalled out the pace of product development has been. And so if anything, it's like. Elon has only one person in this zoom knows what his true intentions are, but he has unquestionably kicked off. What's pr
but it's been mismanaged.
The stock has gone largely sideways since it went public a decade ago. I mean, the first day it closed up. Yeah. It's like flat, isn't it? To where it went public basically. Yeah. If you put a dollar in, you have a dollar now. Congratulations. I mean, it feels like. Well, the market ripped for a decade. You had no appreciation.
we're going to do a rigorous process is what he said, which means run a process, get other bids, see if there's any other, you know, investors who want to give Twitter money to fight this.
if the Musk deal falls apart, the stock's going to tank, you know, everybody's underwater and they have to maybe find some kind of offer that's from someone else that they didn't want in the first place. So it's going to be really messy.
I just think Twitter's in like a lose-lose situation here.
employees are mentally already in the space of when we get taken over what happens. So it's almost like mentally, Elon's won.
the tone throughout, I was told it's very clear Twitter is going to fight this.
Twitter confirmed that it is going to implement what's known as a poison pill. Basically, if any single shareholder or entity acquires more than 15% of Twitter's outstanding common stock, it will essentially trigger a threshold in which Twitter can potentially flood the zone with shares, bringing down the overall price. It doesn't necessarily preclude Twitter from courting other buyers, but it does suggest that they are not having it. CEO Prague Agrawal saying, I'm not having this Elon takeover
communities take active management that's what i've learned is like and there's no active management on twitter there's just yeah this is anonymous anonymous names just causes chaos
well you it there's an option it has enough traction that spammers are drawn to it so i put it on
i'm definitely noticing that although twitter was late to the game and the idea of you know what like god help us facebook groups which went horribly wrong but twitter people are like oh i'm into this because it's an actually useful way to engage with content that you want with people that you know are smart by curating a specific community
be really impactful i'm noticing people wanting to because what people build on twitter is communities of people that they like to talk to right there's all kind there's a there's insert noun here twitter there's like epidemiologist twitter and there's law twitter and there's black twitter and there's lithium twitter i know this because i'm in a twitter community that's all about like lithium
i think there's we're starting to confront these real questions about whether it is good for our health our discourse and our news
i think a break is healthy it's an addiction um it's a real lean forward and if you're writers if you're doing journalism you can put a lot of your effort into twitter and then not into your podcast your book your fund your company so there's a time to dial it up time to dial it down
the offer to buy twitter has exposed twitter in so many ways right we talked about this last week about how it's exposed the the business model the sort of like moribund state of things and also maybe the fact that it's not that useful for people or that it's just this like journalism playground that is not good for journalism
twitter because you know no one is so evidently in charge operates a little bit like a dow and here is jack saying like oh i want this decentralization and i want to pop up all these dows and then we keep seeing these scams where basically somebody comes in takes over a voting majority in a dow and then tanks it or steals all the money and so i'm sort of wondering if jack maybe
would twitter be different if jacket had the same share as market as mark zuckerberg does in facebook and that yeah is a really really good example of like now you have zuckerberg being like hey i'm taking my giant social network and i'm turning it into a vr and ar company i'm just doing a massive so if jack had wanted to do a pivot like that and had this super majority voting situation like no problem
they had a really good run of buying stuff periscope and vine what could have been like their instagram and whatsapp they could have i mean we wouldn't have tick tock right now if they had kept on with vine
i'm not a hundred percent prepared to take jack's word unquestioningly here because he was also he was running two different companies he was pretty checked out he was like i'm gonna go to africa for six months i'm into this blockchain thing like there was evident i would say if i were a board member i would also be like who's running the store here like are you focused enough on this product or are you trying to turn it into this other product and you know do you have a real plan here like i so
what this says to me is that there was just always a power vacuum and so the board came in and was like trying to meddle because if you're killing it don't board stay out of it uh generally
When I say the end of Twitter, as we know it, I don't mean the product. I mean, the end of Twitter in its sort of current incarnation with this leadership and potentially this board.
I think they would rather see there be half as many employees and maybe some number of them come to an office and compete against Facebook and try to win, uh, or try to grow. Build the business and maybe take it more seriously.
I'm guessing the majority of shareholders would rather see Elon run the company than the current management.
he still in theory cannot write the, the poison pill is still in place. So what gets really dishy here is that this sounds like given the lack of response by Twitter, that, that Elon is exploring whether to commence a tender offer to acquire all of the outstanding shares of common stock at this price of 5420. Um, but is not determined whether to do so. However, the, the board did put that poison pill in place, which is, which is that if he buys a certain amount, uh, starts to own a certain amoun
This is, um, this company has never had to really focus.
it actually would have addressed many of the things that made Twitter so effective in terms of and Facebook made them so effective in terms of platforms for misinformation and disinformation and might have even, you know, left Twitter's board in a better position than they're in now.
Twitter allows them to create legions of bots because it makes the numbers look good, increases the number of tweets, increases the number of new accounts.
I think the number of bots will go down by 80 or 90%.
Twitter could have killed LinkedIn years ago. And imagine stopping the perverse incentives of like, Oh, we hired this person because they have half a million or a million Twitter followers when we know nothing about whether those followers actually translate into engagement. ... the idea that they could be high be making decisions based on actual metrics on Twitter instead of what is bots and what is fake activity
Imagine if it gave me like metrics and insights and customer support. Like imagine you paid $100 a year and you could actually have somebody email you back from Twitter support would be pretty amazing, right? Or if you paid $5,000 a year for a business account like mine, and I was able to collect more email addresses or know my users or sort my users or maybe I could DM all my users how great would it be if you had a paid account because I use a third party tool called social metrics or somethin
the poll in our YouTube among the notice currently sits at should Twitter expand its paid product 77%. Yes, 23%. No, like people are definitely willing to pay.
So Twitter should sell, you know, analytics tools and give incredible customer support and insights to, um, companies and companies and high profile people would absolutely pay for it. So there's so many wins here.
Elon Musk is very thoughtful and his companies tackle incredibly complex problems. Yeah. This is an incredibly complex problem. You know, at times and other times it's very simple. If you dock somebody, um, if you're a bot account and you're spamming super easy. Yeah. So I think there'll be a series of things that are exceptionally easy to fix.
these were unprecedentedly difficult decisions in the case of Trump insurrection.
if you look at all three of those, man, these were hard decisions, weren't they,
I think it's going to be absolutely fantastic. I think, you know, he's gonna bring a level of transparency.
We all use it in this disastrous, broken format already. Yeah. I think it's only gonna get better.
the product has been a disaster for a decade.
and you end up with just this kind of reinforcing negativity. Like, remember how it used to be fun to fight on Twitter? I like an argument. Sure. Why not? A debate is great, but not there. Right. It's just like, it's not fun to have. Imagine if you're trying to have a dinner party and you were having a philosophical conversation with your friends and you're arguing about this or that, and you're like, I'm taking this side of this position. And then a thousand people ran in through your front doo
The purchase price represents a 38% premium to Twitter's closing stock price on April 1st, 2022.
After the deal is completed, Twitter will become a private company just like that.
the transaction was unanimously approved by the board just a week after that same board approved a poison pill
Twitter has evidently canceled its corresponding earnings call
I think it's going to be be great for Twitter, the product. I think it'll be great for Twitter, the employees. I think their stock options will be worth more ultimately, because I think the company will, if it does in fact go private, which I think is going to be a big part of this, uh, they can make very long-term decisions. And then who knows, it could become a public company again.
the system can only get better from here. I mean the amount of bots and brigading and madness on the platform is already acute and it has been for a decade. The technology you're saying can only get better. Yes. The situation can only get better because they're not successfully policing the platform today. And I don't think any amount of policing is going to work. I think you have to attack this on a technology basis. You have to not let people create tons of accounts and you have to have a path
The guy's coming in. He's executed. Well, he's got a vision. He's been pretty clear and upfront about what it is. Give him a shot. If you don't like a chance, literally, we could all just go over to Instagram. We could all go over to back to blogging.
I mean, we'll all get our last thoughts in, but I did think to myself watching the Sturm and Drong and everybody freaking out and all the, you know, the rendering of the faces and I'm going to Canada. Exactly. That it was like, okay, we're all on this platform and it sucks. It makes us feel bad every day. Yes. It is not functional. It does not offer the features that we wanted it to offer. Continue. It has only gotten worse in terms of spreading and peddling disinformation and sadness and divisi
The good news is during this last decade, Twitter didn't die. Twitter could have died during this whole thing.
It's going to result in a company going sideways.
And he's, he writes, thank you both for getting the company out of an impossible situation.
Jack went on to say that Elon and Parag share the same goal of creating a maximally trusted and broadly inclusive platform.
I think, um, yeah, Jack is saying like Elon's a great steward of the brand, I think not, I think it being private will allow them to clean up a lot of these issues.
Well, they did set this thing up with out founder authority.
It's weirdly, it's describing Yahoo, like he's sort of, but at some point that middle layer always becomes a company, which is how it gets distorted, I guess.
And I could have done it, but I am saying nobody would take my company away from me and I wouldn't sit there and have another job and let it goof off and then sit here and be like, this was never my fault.
Taking it back from Wall Street is the correct first step.
Twitter as a company has always been my sole issue and my biggest regret.
I love Twitter. Twitter is the closest thing we have to a global consciousness.
and we're bouncing back and forth between the mod view and the public view and the this and that and you know so but yes bravo for trying everything to make this thing better
this is what i like about the asking these questions what's helpful and unhelpful is it's uh creating a critical thinking muscle
twitter has a great idea
i wish elon well in it and i hope it happens i i really hope it happens and yeah diligence is important
they need to make a lot of quick decisions here and and maybe well that's my question consolidate who's in charge maybe the ceo maybe parag wants to make these decisions and then isn't going to be gone like my question actually fundamentally is not about paternity leave at all it's like if you think you're about to be purchased and that you yourself ceo are gone do you make a bunch of changes or do you just like shut everything down and freeze it i mean they froze product releases like i just th
their shipping of spaces uh was done very fast uh in response to competitors and um twitter blue they got it out there it wasn't it didn't hit the right notes it didn't provide enough value but i think he knows the value it needs to provide and there were just too many cooks in the kitchen twitter blue was the perfect example of like somebody had a big vision and they're like yeah you can't do those three things because those are sacred cows but what else you got and they're like well here's lik
the company has announced a hiring freeze and head of product cave on big poor was fired while on paternity leave
We've also got Elon Musk accusing Twitter of withholding material bot information. Big news there.
the doom scrolling is not working for me. Like I, the, I realized with this gun stuff and the school shooting, like, I just like, I might be kind of broke my brain. And I was just like, I got to stay off this news. It's just too, making me too, I don't want to say it, but it's making me depressed.
And what I think? Yeah, for sure. What we'll find is an interesting, like real time social experiment and what people actually want versus what they think they want. Because a lot of times they turn on the chronological and they're like, actually, I just want you to give me the most interesting tweets. And then companies are like, we did all the research. And it turns out that you think is interesting is really bad for you. But yeah, it's interesting.
Right now, we have zero agency when it comes to the algorithm. There is no choice but to accept the algorithm from tick tock as is Facebook, tick tock, Instagram, I think Facebook and Twitter, you're allowed to at least do you can change it to logical chronological, which actually is a pretty remarkable experiment.
she seems to have found a nugget that suggests that Twitter is a need working on custom timelines driven by custom algorithms that are viewable to the users possibly opening up I'm reading from the tweet, the timeline curation, aka the algorithm to third party developers.
on the one hand there is the letter of the law there's an existing contract it affords no rights to due diligence material impact and material breach is incredibly hard to prove and there's a billion dollar breakup fee and all that is in writing and it's incontrovertible except that on the other hand you have elon musk and who the hell is going to want to sue elon musk why would you do that right it's nothing but downside for twitter so most likely he's going to get what he wants i'm sure it is
this sort of existential uncertainty is probably new what happens if musk comes in and buys this and takes it private and changes everything but certainly the number of identities that twitter has been through remember when it was the arab spring and it was sort of like going to be the savior of freedom and liberty across the room because it was going to sign across the world shining sunlight in every corner and then it was moribund before the 2016 election it was really like on the decline and
because it's elon musk who one of our our noties referred to the other day as like a sovereign state you know he can apply this maximum pressure in public he can move a gigafactory to texas and then all of a sudden have the texas attorney general investigating twitter over a bot problem which i would argue is not among the top priorities for texans
he actually has no legal right to cancel this deal right he has signed a contract and actually the contract probably even says something along the lines of you signed a deal that said you weren't going to do any diligence so you are not in fact entitled to diligence
maybe it's a to get a better deal
twitter is now trading well below the fifty five two five five four twenty whatever amount that he offered
the texas attorney general coincidentally starts investigating twitter over its bot situation so the maximum pressure campaign seems to have worked
elon musk had had been threatening to walk away from the twitter deal saying that twitter's refusal or inability to count its bots was a material what did he say it was material information that could affect the deal price
twitter plans to comply with elon musk's demands for data
tesla one of the most successful companies of our generation in the world at the moment one of the biggest market caps has not spent any money on marketing or communications right elon musk has been able to work twitter and this public persona to build one of the greatest companies that we currently have is he applying that sort of same playbook to what he wants to get out of twitter um it feels like it is it going to backfire this time
should the twitter board accept something in the middle they probably don't have to because of the way elon musk went about this he's just so brash and he announced this and he said he didn't need to do due diligence
the fact that this is elon musk and it's twitter and it's such a big story we all focus on every little twist and turn but you know what also happened recently molly um toma bravo right the private equity firm that announced it had plans to acquire anna plan a certain price quietly adjusted that anna plan agreed to it but they're now getting a little bit of a discount so it's not just elon musk the markets are moving so quickly valuations are getting more and more attractive
i think that elon musk sees things that other people don't so um maybe he'll find something that was previously undiscoverable that could be good or bad if you believe he wants to get this deal done
i'm interested now that elon musk is going to have access to this data which by the way other companies have had access to this data not just twitter but it can sell this data for people and companies to sift through and pick out what they want is elon musk going to be able to find something that no one else has
twitter never really opened up their ad um you know sharing they do put ads in front of select people like you know cbs or something uh their videos those pre-rolls you've seen them on twitter
the power move would be for Twitter to get permission to do layoffs and stuff like that, to make the business even stronger, right? So if the business looked stronger and the only way the business can look stronger is by cutting a third of the staff
my guess is I have no inside information. I'm just handicapping based on what I've seen in the industry is six to nine months from now, there's some easy settlement. The market comes back, the stock price goes up. So the Delta between the current stock price and the sale price gets narrowed. The company does better, et cetera, et cetera.
it's, it's pretty obvious to anybody who's close to Twitter or who knows people there that it's completely mismanaged and that like the stuff that's going to come out is not going to be pleasant, um, to say the least.
I don't think they want to let them off for the billion. If that was the case, I think it would have happened.
So the product velocity is good. Leave it alone. Elon, the product velocity is great.
circles and community, all three of those are really interesting.
I agree that it's become less and less fun and talking in your group chat is better. That's why I think they released, oh wait, they released another feature, the circles feature.
It's not as fun. Yeah. It used to be a lot more fun.
I increasingly in the past, I mean, I would say over the past, like seven or eight years have found the transaction costs on Twitter to be high enough that I don't find it fun to go there and engage people and have a conversation
But that's what I'm saying. It's a niche product for like white guys with huge followings who have a lot of fun and don't get yelled at that much.
God, it's still such an inspiring platform. And I'm still so addicted to it. I was like, God, I'm spending too much time on Twitter, but it's so intellectually engaging for me
it feels like historically, Twitter has chosen to be closer in spirit to Reddit, then to Facebook or tick tock.
What if Twitter, when you're a new user, just gave you the best of, and then as you interacted with stuff, it just went full algorithm. ... if you want it to go mass and double the user base, probably going the tick tock route would be the best way you could.
100 million people is not niche, like 20 million would be niche.
if you're an average everyday person, and you come to Twitter, and you start to try to use it, it's you find it like boring and baffling. That is 100% Twitter's fault.
the only person I listen to on this ever is Matt Levine, because he's always just, I mean, and he just is like, look, there's every chance that he will, that Elon Musk will bury everybody in lawsuits and walk away from this thing completely, or maybe pay the billion dollars.
fundamentally, this is not how contracts work. You don't, there is no, you signed and agree, like diligence is the thing that you do before you sign the contract. Once you've signed the contract, it's not legally defensible necessarily to just be like, nah, I don't want to anymore.
no matter what, I think it will have done pretty lasting damage to Twitter, like certainly to morale, certainly to, you know, executives have left certainly to the, the brand itself. There's going to be this ongoing kind of speculation and question about the bot thing. And which has been very consistent on but it's going to linger and and I think it's just gonna, it's likely going to get a lot uglier.
Yeah, I think it's time to move on and put this ugliness behind us.
either a different price, or, you know, maybe additional investment from Elon, I think that might be, I heard some people speculating that. So Elon says, you know what, I own whatever 10%, I'll go up to 20% and I'll join the board or whatever.
I think this is going to be a long drawn out process. And then eventually end in a way for both parties to save face and come to an agreement, you know, a settlement
maybe the answer is you shouldn't have a halftime CEO for a platform with 200 million plus people.
I think it is clear that a person who probably should worry about his legacy over time is Jack Dorsey. Because most of what is being alleged here did occur under his watch, right? It was when he left and right around the time Parag Agrawal came along that Mudge got fired. And it's possible that it was related to some of the failure to implement some of the things he is now saying should have been implemented. I don't really know. But I think like, there's no doubt that we're seeing. It's becomin
Here you have SEC, like could be criminal complaints, if they didn't disclose this information to shareholders, like that's serious stuff. And if they were giving access to spies or otherwise letting dangerous people into the keys of the kingdom. Like, I think this kind of gets into like criminal stuff that, you know, or, you know, charges that could mean people are losing their jobs.
this is going to have reverberations that are well beyond anything we've seen in tech, like this is a level of bomb, a nuke.
He sent all this information to the SEC. That's one set of huge problems like crazy lawsuits for the next five years on who knew what on the board. And what did you tell the public? And did they trade on that information?
the fact that this high of a person leaked, like Francis Haugen, all due respect, was a researcher at Facebook, wasn't in the board meetings. This individual was in the board meetings talking to the board about the spam and security issues. Like this is a top five employee.
Twitter has already made a huge change to its organization, they're merging the health experience team, which is in charge of clamping downs, according to Engadget, which is in charging of charge of clamping down on misinformation and harmful content with its service team. And the service team is in charge of reviewing profiles when they're reported and taking down spam accounts. So this new combined group will be called health products and services. Maybe this was already in the works. But the
So this is the danger is like, if these are, if this is the official communication platform for important people in the world, like heads of state, FBI, CIA, you know, they use the FBI uses this platform, who don't want to get hacked.
What if somebody gets into the president's account, or CNN's account, and they say, a bomb just went off? Well, that's exactly what happened.
the incentive structure was to downplay the bots. And then the second thing is, oh my God, like if they're give, if everybody has access to people's DMS or access to everybody's accounts and foreign actors do like that's pretty serious stuff.
But he also claimed that foreign agents worked for Twitter and had access to user information,
those are words by people who this person is whistleblowing, who are culpable if this stuff is true. So, you know, of course, they're going to throw him under the bus and try to discredit.
the platform policy platform policy toward fake accounts incentivized, quote, deliberate ignorance by undercounting spam accounts and giving bonuses to exacts for increasing users but not binding bots.
Twitter's former security chief Peter Zatko better known as Mudge came forward at this exact time in history. Great. And said that Twitter misled regulators about its security risks. That's actually I think the most explosive part of this.
Twitter wants to help podcasters, you know, Microsoft wants to help developers, Apple, Google want to help developers, YouTube wants to help creators and podcasters and video creators. And you know, Twitter wants to help and Substack want to help newsletter writers, everybody wants to help everybody. It's the whole ethos of the industry who doesn't?
if Twitter, like pulls this off and becomes a place where creators can have their whole selves. Yeah, and all the things that they do and have this kind of like great hub and then be featured in their other like, topical hubs, then all of a sudden, that is super freaking interesting. And Facebook and Instagram do not have it. Do not.
they are doing super follows where you pay people. Yeah, they are doing they bought review the newsletter thing. So on mine, you'll see there's a newsletter thing.
That's great. That's great. Yes. So I would just start with that Twitter, Twitter is the home of the most engaging conversations in the world. And our mission is to enable everyone to participate meaningfully in those conversations, discussions, don't want to use the same word twice.
The home of the most engaging conversations in the world is a great starting point.
mine, and they screwed up. Yeah, and Periscope, they screwed those up.
Twitter already has a good business. Take things like Patreon, make it free on Twitter, take email, make it free on Twitter. The thing that would have been the biggest layup of all would have been to let people post videos. Like they would on YouTube, make it a tab, and then let them get 100% of the advertising from it, then you'd really incense the Mr. Beast, etc, to maybe participate more.
if I could just if it said add your RSS feed here, your podcast, then it would have my tweets, my replies, my podcast, my media, my likes, and I should be able to pick that order. So if I want to have my podcast come up first, then my tweets, or I want my podcast pinned, whatever, just give me a little control over my feed. Yeah. And then if I had shop, I could pull in my Shopify URL. And then I would have tweets, podcast, Shopify, and then what if I put my your YouTube URL that I put embed my Y
they're slowly rolling out these like have these value ads. But the idea of rolling all of that together into one mega all of a sudden, they're like, in a weird way, like they're my space, they're, they're actually a creator platform, which unlocks a lot of stuff.
I don't understand why the people at Twitter are so dumb.
Twitter would be wise to say what are your other feeds in the world? And maybe we'll suck them in here, right? And that would be super beneficial. If you could take the RSS feed automatically of this week in startups, and when it publishes, bink, it just says, Hey, episode, whatever's here.
the idea that you could have, because they're going to have these personalized hubs. And it's going to be like all your next content or all your startup content, right? And it'll try in all this stuff. And they've been trying to do that. But I also like the idea that my Twitter profile could become a hub for all of the things that I do in that way, like a blog used to be or a personal web page.
Twitter, just issue an NFT. It'll do better than board apes are doing these days.
I bet he's gonna do a great job when he doesn't want it anymore. It's gonna be awesome. I can't wait to have another checked out CEO with another company or two to run. That's gonna be great for Twitter. Yeah, that there's a description. Nobody ever called Elon Musk checked out. He's gonna be checked out of running a company that he didn't, they lost interest in buying.
If Twitter collected, if Twitter collected and curated, because the thing that I use Twitter for, frankly, is seeing the future. And I would subscribe to feeds that you know how like, I mean, anytime something happens, there's kind of the running joke now, like, welcome on my epidemiology experts, and all my experts on espionage law and whatever. But that is actually what I use Twitter for. Like, I was one of the people in January of 2020, or whatever, being like, hey, guys, I think this, uh, th
Twitter, come on, like, you'd be better off issuing NFTs as a way to try to make money than getting into an OnlyFans type business model. Like, that is so out of the frying pan into the fire. Like, I feel like you in particular and even I could come up with, like, 1,000 other ways for Twitter to monetize things before we would ever land on, hey, you know what you guys should do is only fans clone. Like, what the hell?
I understand that they were probably thinking that would be an easy way to make money, although it is not.
they're in a trap now where they want to find ways to make more money, but they haven't historically made enough money to make a service that is, frankly, good enough, robust enough and safe enough to pitch.
the company has invested far less in content moderation and user safety than its rivals in 2019. Mark Zuckerberg boasted that the amount Facebook spends on safety features exceeds Twitter's entire annual revenue.
unlike its larger peers, including Google and Facebook, Twitter has suffered from a history of mismanagement and a generally weak business that has failed to turn a profit for eight of the past 10 years.
this is like Twitter clearly trying to explore some ways to get additional revenue because being advertising supported is increasingly difficult and doesn't make them a ton of money.
However, when they, to your point, went ahead and tried to enact this new project, ACM Adult Content Monetization, they formed this red team to pressure test the decision. This is all according to a scoop at the Burge and Casey Newton and interviews with current and former Twitter employees. And the red team discovered that, in fact, Twitter could not at all safely allow adult creators to sell subscriptions because the company was not and still is not effectively policing harmful sexual content
In the spring of 2022, evidently, after quietly allowing adult content on the service, Twitter was thinking, hey, we could probably make some money off of this. And they were proposing to give adult content creators the ability to begin selling OnlyFans style paid subscriptions with Twitter keeping a share of the revenue.
and then there's jack uh third example uh with twitter and square and i think everybody believes that was a failure and twitter floundered and had chaos and according to all reports he might not have been in the building enough
your first twitter account with your phone number and email is free your next twitter account you know if you use the same phone number um is a dollar oh then the third one is two dollars the fourth one is four dollars eight sixteen thirty two you just double what it costs for each subsequent account you've created maybe 10 accounts in your life i think like two two you created two okay if you had to pay a dollar for the second one but it got to use the same phone number right and it was nice an
historically been a disaster.
it's hundreds of millions in fines, and settlements with shareholders. That's my prediction.
if that's true, it's game over for the entire management team there.
management has been inept. That's not there's no question about that. We know that we see it, we literally feel it as a democracy. So we see it as uses of the product all the releases, we know that they're not good at this.
This is an existential risk to the company.
it is a disaster is a disaster as a product. It's a disaster with respect to security.
Twitter is a disaster.
this felt like the smoking gun to me.
But this is this is really troubling that his act if his accusation turns out to be accurate, that the management team was subverting this information in order to hit their bonuses, it's pretty dark, pretty dark, because they're putting everybody at risk to make their money.
the fact that those people are being compromised, and then the internal stuff, when he said, like, half of the people have access to everybody's accounts, and that low level people are turning off accounts or looking at them, and they have no controls in place to see who's looking at stuff.
and the interactivity, the UX level, that was their expertise and genius. And then their Achilles heel has always been technology.
I'm here today because Twitter leadership is misleading the public, lawmakers, regulators, and even its own board of directors. What I discovered when I joined Twitter was that this enormously influential company was over a decade behind industry security standards. And when an influential media platform can be compromised by teenagers, thieves, and spies, and the company repeatedly create security problems on their own, this is a big deal for all of us. When I brought concrete evidence of these
whether that's, you know, YouTube or Twitter or Facebook or TikTok or whatever, all revolve around capturing as much human attention as possible because that's the fundamental business model. You capture the attention and then you resell some portion of it.
Except then Twitter banned the use of like, repeating tweets. And then they built their own scheduling software.
well, yeah, but building on somebody else's network effects is a really straightforward path, which is not what a VC should say.
she should just build a competitor and go for the gold.
trading shares of Twitter were halted. Almost immediately after, but before they were halted, they shared, they climbed as much as 18% on the news
I cannot imagine any scenario in which the board, uh, is going to say no to the price that is a significant premium over what the stock has been trading at.
Um, and if you can land two rockets at the same time and build a million electric cars, whatever it is, um, I think you could make this company more functional.
I think it's got tremendous potential. I've said that forever. I think it's got incredible, incredible potential.
potentially you don't even need, uh, don't let Casey or you or me hear this. But if you're Twitter, you don't even need to pass email addresses. No, you know, just messaging, right? It like, that's the easiest thing. You're just like, I've got the messaging platform taken care of. Yes. I'll own this for you, you know,
I mean, Facebook had something called like, um, custom audiences, right? You upload your email list, and it kind of tries to find people, this would be like a better version of that. And if you think of Twitter as a platform for elite influential people, it has a smaller audience. So how do you take that audience and allow that smaller audience to be super
when you're a vc or you're a journalist it's like yeah i'm talking to sources no i'm sourcing deals so really on a sourcing networking basis it's really good for people who have to source stuff
those both have to do with networking in order to get deal flow or information and they also are um industries where you are self-directed in terms of your time therefore you can slide in twitter and leave it up all day and participate in it all day and justify it
twitter's still the water cooler for our i think certain industries are very sticky on twitter mvc happens to be one of them
i look at twitter as like the new uh you know conference circuit it's a new circuit where you would meet people build deal flow meet lps and instead you don't have to leave your house
so there's still a threat and when you look at chip production for example uh tsmc is the biggest semiconductor manufacturer and foundry in the world and that's located in taiwan where people have considered it to be sort of a safe place to do business and she is quite clearly signaling here like no it's not whereas the plan is still to take back taiwan full stop which is how we get to apple yeah i mean we had
it's not going to change the social media ecosystem very much this is still going to remain a niche player in a small and very crowded field ironically of super right-wing platforms
that by the way is probably on the verge of bankruptcy that raised like 56 million dollars and then the last round was a 16 million dollar series b and like we don't really know what state it's in but it does not seem to be gathering the attention that it once did
parlor has been it has gone invisible right like it is moribund at best it seems to have had like an initial bump in popularity when it first launched and does not seem to be super active
raised a bunch of funding it was like 2018
parlor so people know is a clunky version of twitter
Uh, Elon said, Apple is, uh, has also threatened to withhold Twitter from its app store, but they won't tell us why, yada, yada.
twitter is media mostly what i do a very small number of people contribute and create on twitter and the vast vast majority consume
like twitter makes me feel bad and also is necessary for the job that i do now
be perfectly honest jason i hope i hope that i can put him there i listen nobody can doubt elon's credentials as a visionary um as a ceo or as a courageous leader um i am rooting for his success we need him to be successful okay but i do listen you are you're close with him uh i think all of us worry that he's taken on a lot yeah and and and when you take on a lot you get spread thin so i want him to be successful but i wouldn't put it on the list just yet all right but i expect it will be becau
what i see happening in venture and there's a big effect here since elon took over twitter this elon effect i mean he's revered by a lot of founders everybody can say whatever they want about his a style his approach um you know he's far from perfect he's the first to admit it but the courage in making that level of change and everybody said the lights would turn off at twitter right it wouldn't work anymore you couldn't possibly do this
Normally when Zuck copy copies a feature, it's because that feature is wildly successful, which so far does not seem to have been the case with Twitter blue in terms of adoption.
The bigger picture here is that Elon's not wrong. Okay. If you move to a, an advertiser list service or a lower advertiser service, and you can build real value in the system, the platform by having real people engage, you will have high engagement rates and the advertisers that are left behind will actually spend more money because they're going to get better ROI. You may have a smaller user base because you can't tout these big numbers, which aren't real anyway, but it would be a higher qualit
As an advertiser previously on Twitter, it was the biggest waste of money I've ever spent because they, you know, what they count as interactions and engagements and views is just bull. I mean, it's just like, it's basically bot fodder, right? So I didn't bother with that.
Twitter should move to ingesting, um, verifiable claims and credentials, uh, in a decentralized way, um, from, you know, you could, you could, they could even go as far as saying, Hey, if, if you've got, um, if you've got your idea established with, um, even Experian or TransUnion or whatever, or a bank, you should export those credentials to Twitter and Twitter should be able to rely on third party credentials to verify who you are. Twitter shouldn't be trying to verify every single person in t
Well, this is the biggest problem that Twitter hasn't solved yet is identity, right? And until they solve identity, they can't solve payments. And I, you know, I think there's just, I've spoken to people at Twitter over the past decade about identity, eight years since I've been involved in Civic. And I just say there, I mean, I'll be quite insulting. I'd say most of them, it's a bunch of low-grade people who don't understand how the space works. And they've bumbled along for way too long at the
I think they'll get to it, but I think they have core product features to figure out.
the energy around Twitter is down a little bit
payments probably, and crypto is just not top of the list
I think we're going to see something with crypto and Twitter.
on payments, I don't think Twitter got anyone payments.
the crypto stuff they were doing was actually pretty cool
I think there's just too many moving parts of Twitter.
I've used it less now.
I think it's not in a good place.
as we've seen with elon cutting some very significant over 50 of the jobs at twitter
after Twitter reduced their headcount by 80% or so. Um, that was extreme, but that sort of got Zuckerberg on board with, you know, okay. I could go with 10% less. I could go with 20% less. And so now between Elon's 80%, you know, and Google six and Zuckerberg's 15, there, there is a consensus of we can do more with less
They're puffing up their numbers by not.
Twitter's got no identity, none of these services, and they don't want identity, right? Why don't they want it?
And then, okay, next, you know, and so they, they keep trying new customers until people keep getting burnt. And that's what, you know, I think they got to the end of that recently.
So I've advertised on Twitter before they, they take, take your budget, 10, 20, 50, a hundred K, and then they burn through it.
I think basically that Facebook is becoming middle America and Twitter is becoming sort of the coasts. And, you know, Facebook is basically a product of middle America, plus kind of like countries outside the United States and, you know, Twitter's about, you know, rich coastal kind of people. And so I think that the audiences are segregating themselves into, into using products that basically feed them what they want to hear.
One is that the Twitter product is still relatively brittle. I mean, like, at least Facebook has a whole suite of emoticons to say something is a crock of shit. You know, and it makes you feel bad or, you know, makes you feel angry or thumbs down or whatever. And so Twitter's reactionary feedback mechanism to its algorithms is very brittle. And so if you were going to try to algorithmically tune down the distribution of, you know, a Trump tweet, you know, you could see where you could balance th
Yeah, I mean, call me old-fashioned, but I'm very much in favor of free speech. And I'm against censorship. And, you know, fact-checking your politicians you don't like is basically bias. It's soft censorship. I mean, they're being very selective in who they decide to fact-check. And, you know, there's no good way to do it, right? I mean, there is no truth API that they can just plug in to fact-check people. The way that you deal with bad speech is more speech. I think it's a line from Justice B
I don't think so. Yeah, look, I mean, it's such a slippery slope and there's too much room for interpretation. I'm just saying the obvious. But, you know, if you're a platform, you're a platform. You know, you let the things get built on top of you. Sure, you can have some rules around what can be built. But as soon as you start, you know, saying what is true and what is not true, and you become the arbiter of truth, you're no longer an agnostic platform. And I think that, you know, that that is
the reason why twitter is sort of uh you know loved on the left is is precisely because they gave in to the mob and they've you know they've started uh taking down accounts that the mob doesn't like or or or you know fact checking them
it's a little bit like uh twitter fact checking uh the politicians they don't like the digital it's it's a it's a form of like soft censorship
It was a knee jerk reaction on the part of employees at Twitter and Facebook to to protect the Biden campaign from a story that they didn't like.
I fully agree with you that these sites should not be publishers. The reason why the New York Post story should be taken off, they should be platforms and they cross the line. I would say that this New York Post story is the reason why people are up in arms about it is because what Twitter and Facebook have done is basically said they're going to sit in judgment of the media industry. And if a publisher like the New York Post puts out a story that doesn't meet the standards of Twitter and Facebo
if you repeal section 230, you're going to make the situation infinitely worse. Because section two, what is the response to these companies going to be corporate risk aversion is going to cause them to want to hire hundreds of low level employees, basically millennials to sit there making judgments about what content might be defamatory, might cause a lawsuit, they're going to be taking down content all over the place. And you know what will happen? That's gonna be a worse world.
I think it's very hard to pin a section 230 claim on Reddit as easy as it is, YouTube, Facebook and Twitter.
I think it's purely market cap driven. If you go from an algorithmic feed to a reverse chronological feed only, I can tell you what will happen, in my opinion, which is that the revenue monetization on a per page, per impression basis will go off by 90%. 90% for sure. People wouldn't pay. That is the only reason why these guys won't switch because they know that for every billion dollars they make today, it would go to 100 million in a reverse chronological feed because
What Chamath is pointing out is that today, Twitter and Facebook make a choice about, and, and YouTube make a choice about what content to show.
I mean, look, if we just take a step back and think about what's happening here, there are more and more and more examples that are telling, I think all of us, well, we kind of already knew, which is that this fig leaf that the online internet companies have used to shield themselves from any responsibility, those days are probably numbered because now exactly as David said, what you have is the left and the right looking to repeal section 230.
Well, Jack came out last night and basically said that the reason that they, that they shut down distribution was that it came from hacking and doxing or some, I think that was basically a combination.
I think that would have been the story today, if it weren't for Facebook and Twitter making censorship the story.
And now I think there's going to be a third mistake, which is that conservatives are looking to repeal section 230.
Twitter and Facebook overreacted.
Twitter's insane decision to block the URL.
I went to tweet the story, and it wouldn't let me tweet the story. So the literal New York Post was banned by Twitter.
I think Jack and the platforms also have a difficult task. Do you leave this person up after what we saw on Wednesday, and a lot has changed since Wednesday.
the town square is now owned by Facebook and Twitter.
If we took those people and stuck them on Twitter, how big would Twitter be? I suspect it'd be half a billion people.
I think it's actually smart of Twitter now to make that point that we're more than just our logged in users if you have something that impacts everybody.
You know, I think on one hand, there's the magic to Twitter that you have like that kind of unfiltered real-time feed. But then their challenge has always been that to get only some of us see that magic moment, only some of us see the light. And for, you know, every one of you and me, there are a lot of people who don't get that into Twitter.
Like you'd see, wow, the Ferguson stuff in real time was super compelling.
And on Twitter, you wouldn't see the ice bucket stuff. It would go by really quick.
news organizations still pay a lot of attention to Facebook in terms of how their stories get shared on Facebook. And most of them get more traffic from Facebook than Twitter.
for most journalists, it's much easier to just think, I go to Facebook to communicate with my friends. I go to Twitter to do my job.
I think for any web app, it's hard to do more than one thing. And Facebook is really good at letting you connect with your friends. Twitter is really good with letting you connect with people interested in the same topic as you. So I think for either of them to go in the other direction makes it challenging.
Twitter was really revolutionary for journalists. It was the first time a journalist could write anything without an editor looking at it. ... It was this great outlet for journalists. And for them, Twitter is very clean because people are following them on Twitter because they want to know their information. It's real time, so it's perfect for news. And it's very clear that just anything you do on Twitter is public.
79% said this is the most valuable social network. Which social network? Twitter. Fascinating. Twitter is a fifth of the size of the Facebook, yet 79% say Twitter is the most valuable.
the best learning comes from making conscious decisions. Each one of those steps creates a little idea in their head of what Twitter's about. So if you go back through the steps, tweet, follow, new sports entertainment, friends, that's actually a really good description of Twitter.
And so by redoing it this way, we really changed the trajectory of how many people stuck around Twitter.
And so this is the challenge of Twitter that we really didn't teach you the product at all. And we had a massive leaky bucket.
when you'd sign up for Twitter in those early days, it was a big search box and a green sign up now. And if you've ever searched on Twitter, it is such a horrible experience, even for like somewhat experienced users on Twitter, that you can imagine sending any new user down that rattle. We probably lost them forever.
I think a lot of our PR was backwards. So we'd have people talking about Twitter's this amazing place because I can get on Twitter and I can blast out all my thoughts and I can blast out all of my, you know, tweets and I'll get all these followers. And like for most users, that wasn't that relevant of an experience. For most users had a very different experience on Twitter, much more about listening, discovering interesting content that they wanted to see what was happening in their world. And s
And what I'll show you next is the newest homepage for Twitter that they just launched today that still echoes exactly that same theme because we got it so crisp and so clear.
And so from that, we actually came up with a company mission statement, our mission to instantly connect people everywhere to what's most meaningful for them. And once you have this kind of like clarifying statements, you can really design the whole product and design the entire communication back in order to do it.
We said, look, for anyone who wants to know what's happening in their world, they should use Twitter. So if you don't know what's happening in the world right now and you want a product that just tells you that, we wanted that product to be Twitter.
Ev Williams said, everybody signs up, nobody sticks around, help us fix that. And I started a little team there called user growth. 10 to 100 million users.
when I joined Twitter, it was about 80 people.
Twitter is dead. Twitter is dead. Twitter will be gone. It will only be complainers and robots. Complainers and robots. Yep.
I think that is one area where clearly they can differentiate versus Facebook, which is really the only other social platform that seems to matter right now.
I think that they, you know, Periscope and Vine are two areas where there's a lot that can be done, where you're basically taking the short clip and providing a different medium. I don't think anyone is as well positioned to do that as Twitter, just given the built-in audience. But, again, democratizing that so that it's useful for someone who only has 100 followers versus someone who has a million is a challenge. So, it becomes much more of a, you know, of a vanity play. But, you know, but they
I don't think so. I think the passion's gone. The passion's gone from the product. ... I don't think he can. I think the product, I think the ship's sailed.
It was a lot of, they were slow, is what you're saying. Yeah. They were not executing. Their product pace was the biggest problem. The revenue was great, but product, what do they call that, cadence, was not good.
And I think a lot of those engineers, some of the stuff that, look, they were in a world where text messages were 160 characters. Twitter was 140 characters. And then when you'd start putting people's ad names in there and URLs, they were late to the bitly kind of URL shortening game. Images would take up way too much length. So, as a tool for normal people, Twitter was a pain to use. If you just want to send out breaking news, like Egypt's under attack from the, from our own government and thin
You've got to think, there was a big talent pool leading up to this of drain, drain, drain. All the engineering team was going away. People were getting their money and literally running from that organization.
It felt to me like there was some impasse that was reached and that Dick couldn't take it anymore. Or that there was something that, you know, Dick wanted something and the board wasn't willing to give it to him. And so it seemed like it happened pretty suddenly. And they did their best to make it appear like it was a mutual decision. Jack and Dick came on CMDC together. They both looked like they hadn't slept in three days. And that was contentious and weird.
Why did they have him leave without the successor in place? Because this, to me, was the stupidest thing I've ever seen a board do. They should have said, he's going to finish out the year.
And it just seems like they've been a step behind or two steps behind every step of the way. They weren't prepared for Dick's departure, it felt like. They had absolutely no clue. Why did they do that?
Yeah. It's just been a really bad year for Twitter from a business standpoint. I'm still a big fan of the product. I still use it all the time. I still think it has tremendous potential. I probably shouldn't say that as a journalist. But it is something I use with great regularity, and I do see a lot of value in it. But the company just hasn't been able to get out of its own way.
So right off the bat, Jack has his day. But it's a little bit tumultuous. Obviously, he took over as the CEO of Twitter. It didn't seem like that was going to happen for a while. Everybody on the board was against the idea of a part-time CEO. They came out and said, we will not accept Jack part-time. I was getting the inside line that Adam Bain was the guy. They were considering everybody outside of the company. Nobody was that good. And then the inside line I hear is that Adam Bain says, I'll d
I think he damaged, I think the Y Combinator brand for a little while because of those positions.
Twitter is such a powerful tool for building your community and doing all that. And it kind of gets rid of a lot of the barriers between people.
the Twitter people, honestly, and the Facebook people, they don't want to be the arbiter of what's posted on their networks. They don't want to be in that business.
On Twitter, you don't have the same ability because somebody who does something that breaks the law or they post a deep fake or something racist or something untrue, it immediately goes to the top of trending topics or it immediately trends on Facebook.
Now, you look at Twitter. If you want to troll somebody, and you want to troll me at Jason, and you want to write horrible things or put terrible images under my tweet, you're on the same level as me. And things can get amplified.
Sacks, there was a lot of talk about what the Bay Area looks like after this, whether it's commercial real estate with Twitter and Square going full work from home and people not wanting to work in cities.
We saw Twitter, um, and square the Jack, uh, collection of companies. They're not going to come back to their offices or work from home, primarily going forward.
And they seem to have the right team in place, they seem to be making great acquisitions. And they seem a little more bold and aggressive. And the company's always been passive. They've always been afraid to change what's working. ... it's fantastic to see Twitter really getting better at product and increasing the velocity and being bold. Congratulations to the team at Twitter. I think you're doing a great job as a power Twitter user and somebody who loves the platform
So will Twitter what will Twitter's revenue be in 2023? Can they double it? I think they can. I think they could double it. Yeah, I could see them acquiring more companies with revenue. I could see this vision coming true. I can see them falling short. Sure. It's gonna be an aggressive goal. I could also see them exceeding it.
96% of users opted out of ad tracking. According to the flurry analytics, which is owned by Verizon, which just got out of the content and advertising business, they literally sold AOL Yahoo to hedge fund
2012 300 2013, they doubled to 600 2014, they two and a half times to 1.4 billion, or almost two and a half times, then from 2014 to 2015, they go from 1.4 to 2.2. It's a 50% growth, not bad. And then here we go, the brakes start to pump 2015 to 2016, only to 2.5. 2017, they go down to 2.4. But then Trump gets elected. And we have a soaring economy. And the product maybe starts getting a little bit better. And they go 2.4 to 3 billion in 2018 to 3.4 billion in 2019 to 3.7 billion in 2020.
After this aggressive projections were released, another $51 a share in a $40 billion market cap.
Twitter got to $40 a share for the first time since its IPO trade flat, and then they peaked in February of this year at $77.
Twitter traded down bottomed out of $14 a share in 2017.
Twitter had a stagnant share price for a long time, they IPO in 2013. Under Dick Costolo, who is now an investor, a great guy. And they were at a 31 billion dollar market cap. After a brief surge to 60 bucks a share, Twitter dropped back to 40 and trading flat until 2015, then it dipped to 30 dollars a share.
Twitter is aiming to grow their monetizable daily active users to just 315 million. So they want to add 150 million.
they set a goal to double development velocity by the end of 2023
Twitter has had a love hate relationship with the API. They gave everybody API access people abused it people created mass confusion by creating Twitter clients. They redid that they shut it down, they deprecated apps access. Now they want to do a 2.0 API.
They acquired reshuffle back in March of 2021. It's an API integration platform. And they called it a strategic aqua hire and they're going to shut down reshuffle and add those people to Twitter's API team.
And some incomplete deals, it was reported they were in talks with Discord and Clubhouse, those deals fell through.
They bought drive scale back in January 25th for an undisclosed amount. And that's a server company that optimized computing storage network fabric.
They bought away now back in January of 2021 for an undisclosed amount. It's a full service creative agency that previously worked with Twitter. And the why in the aqua hire here is to accelerate the quality and execution of Twitter's product experience, according to the chief design officer, Dante Davis.
And Twitter takes no cut, which is a really interesting concept.
That's obviously changed dramatically as the number of dead accounts on Twitter has increased.
they have lists, they never really finished lists, they never made that a great product. That was a huge missed opportunity. I think lists should become
our Twitter handle is what we use to authenticate into many other services and our Twitter following is what drives as content creators, a lot of our engagement on other platforms like Clubhouse or Substack. In fact, Substack and Clubhouse built their graph largely off of journalists and influencers and CEOs and venture capitalists and artists logging into those services, finding their friends on them instantly. And now, Twitter has to say, Wait a second, maybe we should own those businesses.
So first and foremost, we have a really high bar for when we would ask consumers to pay for aspects of Twitter, you know, this is a start. And we're in the very, very early phases of exploring. As you mentioned, there have been a number of ideas over the years, we have focused the majority of our our attention on increasing revenue durability, meaning that we have multiple lines of revenue to pull from. Most importantly, we want to make sure that any new line of revenue is complementary to our a
Twitter is a giant open email box that we all hang out in every day, the power of Twitter is yet to be fully understood in the same way email and the web weren't fully understood.
The point is that Twitter has the ability to unleash a direct marketing business, the likes of which the world has never seen, I predict they will. And when they do, they will make the Twitter naysayers look like the donkeys they really are.
So two out of three ain't bad. It only took them 13 years. But
Twitter has been known to not show ads to the most important accounts. In other words, if you've got over 100,000 followers, you're probably going to not see so many ads, or at least that's the rumor.
If one to 5% of those same users on Twitter, pay this, you know, alleged 299 price, $36 a year, that'd be 72 million to 360 million a year. What's interesting about that number is it would be 100% profit. I mean, you might have some fees if they allowed it through the App Store and gave a 30% cut to somebody like Apple or Google. But essentially, you're talking about hundreds of millions of dollars. And it would probably become 10%, 20% of their revenue.
So if you were a journalist, if you were a CEO, if you had a corporate account, those numbers actually would be quite reasonable, because people already pay for things like buffer, where they pay for analytical tools, etc. And they obviously have people on staff who are getting paid well to to staff their Twitter accounts. So 250 a year for a professional Twitter account is not that big of a deal.
if one to 5% of those paid 250 a year, that'd be 2 million to 10 million users. And that would be 500 million to 2.5 billion a year. And so that would be approximately, you know, at 5% 250 a year, that'd be 67% of their 2020 revenue.
If you look at something like Facebook and Instagram and other products, they constantly add new features, rip features out, and they're constantly innovating. So it seems like Twitter has realized this and specifically, Jack, and he has started to really elevate the product offering
And innovation solves all problems. And what we've seen from Twitter in the last year is massive innovation in the form of shipping products. Where a company starts is often predictive of where they end up. And Twitter started with a very simple product and very slow innovation. They didn't like to change the product because it was simple and elegant. That might have been a mistake.
Twitter did $3.7 billion in revenue in 2020 with 7% year over year growth. That's actually not huge growth. But it's growth and for a brand that was incredibly influential in terms of media, politics, the arts and sports and almost every major topic in the world. Really, Twitter underperformed in terms of growth and revenue and it feels like they've now turned that around.
ceos of some of the biggest companies in the world like tim cook like frank slootman who are making their company policy based on what this small number of loud voices on twitter are saying it's ridiculous
you or Twitter now, which went from reverse chronological order to being produced by an algorithm things that have a lot of signal, maybe things that are outrageous lies, or conspiracy theories have a tendency to move up because they engage you more, they create rage or emotion.
I think such a, such an app, um, would be really, uh, useful, um, and it just like the utility of, of, of, of, of, of, of sort of a, a spam-free thing where you could, you can make comments, you can post videos, you can, uh, you know, I think it's important for content creators to have a revenue share. Um, now, now, it, it, this does not need to be done on Twitter. It could be done from something that's created from scratch. So it could be something new. Um, so really, but, but I think this thin
Twitter's revenue is primarily dependent. I think 70% or some of that order on brand advertising, as opposed to specific purchase advertising. This is a big deal because brand advertising is not, there's not a purchase that results from that. So it's basically, you know, how much mindshare or like, basically if you're a big company, how, how often do they hear your name? It's as opposed to something that where you can directly measure the outcome. So that means that they're somewhat going on fai
The more questions I ask, the more my concerns grow.
In making the Twitter offer, I was obviously reliant upon the truth and accuracy of their public filings. And if those filings are not accurate, it's simply not appropriate. You can't pay the same price for something that is much worse than they claimed.
If they in fact have been vociferously claiming less than 5% of fake or spam accounts. But in fact, it is four or five times that number or perhaps 10 times that number. This is a big deal.
I'm still waiting for some sort of logical explanation for the number of sort of fake or spam accounts on Twitter and Twitter is refusing to tell us.
I think there's a need for a public town square, digital town square that where people can debate issues of all kinds, including the most substantive issues. And in order for that to be the case, you have to have something that is as broadly inclusive as possible, that has as much of the people on the platform as possible, where it's it feels balanced from a political standpoint, it's not biased one way or the other and where the system is transparent.
I'd say at if you did sort of the the lowest estimate would be probably 20%.
Yes, Elon should buy Twitter to save the world, but it's not going to be a good financial investment.
every time i say something it's like every other comment is about a stock it's about a crypto thing that they want you to click on and so you know this last month i've started to experiment with turning comments off and it's been the best because i can still communicate out it gets the same reach millions of people will see what i have to say but i don't have to deal and all of the other people that follow me theoretically for useful information don't have to deal with all of the
the bot issue is really real like how many accounts are there which have like 20 or 30 followers that just spew vitriol either positive
five or six years ago i approached twitter about what i would have called a friendly activist myself and a and another large fund and the reality is there's a lot of data that sits uh in the public domain that you can use to get a very clear view of twitter's advantages and disadvantages and so you know all of these issues that twitter is dealing with has been known for a long time to people that spent any time analyzing the stock comparing it to other social media stocks
the fact that they're citing my tweets in which i criticize twitter's management it's just petty and vindictive
these guys are totally chasing at straws and it leads me to believe they're they're wasting my time and twitter's money
randomly sampling 100 accounts a day is not a serious effort
new twitter ceo checklist includes eliminate all bots and fire useless employees
these nitwits have walked tell lifton billing them probably two thousand dollars an hour to subpoena tweets that are public brilliant brilliant strategy
i think it's fair to say that the the senate intelligence committee is going to haul twitter and have like a closed door meeting
it's like you had a government come to a company that's based in america and it's not the united states government that did it and basically said we need you to place an agent of our intelligence services inside of your company and it seems like they were like okay where do you want them to sit
but jason you should also ask the next one which is if they did it to twitter which is kind of small what about the big honeypots of users google apple facebook tick tock snap and what about countries outside of just india what about the united states
if it is true that they essentially um were forced twitter was forced by the indian government to put a government agent on the payroll i think agent means spy how explosive is that and then how many other countries that to me is the most important thing that is not getting nearly enough coverage it's like you had a government come to a company that's based in america and it's not the united states government that did it and basically said we need you to place an agent of our intelligence servic
i think there's two tests one is the materiality of what they've reported so and really that comes down to just the um the mdow reported numbers so if there really is some misstatement knowing misstatement based on what he's saying that's an issue the other one is the the duty of care responsibility of the board meaning um did the information that he's providing actually find its way to the board if it was blocked by management you know it's it's it's a judgment call on you know whether or not m
yeah i mean i think i mean jack on the board was the highest right he owned two or three percent
the lawsuit really boils down to one very specific clause which is the pinnacle question at hand which is there is a specific performance clause that elon signed up to... and that specific performance clause says that twitter can't force him to close at 54 20 a share and i think the the issue at hand at the delaware business court is going to be that because twitter is going to point to all of these you know gotchas and disclaimers that they have around this bot issue as their cover story and i
the claims he's making are far broader than the bot issue um and far broader than the issues that elon's raised so i agree with you about that however i don't agree that what he's saying isn't specifically helpful to elon's case so what he said is... zacko's disclosure argues that by reporting bots only as a percentage of mdao rather than as a percentage of total number of accounts on the platform twitter obscures the true scale of fake and spam accounts on the service a move zacko alleges
the most problematic thing that he points out is the following and this is a quote from his complaint he said twitter quote already doing a decent job excluding spam bots and other worthless accounts from its calculation of mdow at best he's alleging that twitter omitted details not that it lied directly
these are very serious allegations
as a result of this he's basically saying that twitter executives committed securities law violations by making material misrepresentations and omissions and sec filings
he also alleges that they went behind his back to have a third-party consulting firm uh their report scrubbed to hide the true extent of the company's problems
he also says that the company's executives ordered him to knowingly present cherry picked and misrepresented data to create the false perception of progress on urgent cyber security issues
he's saying that parag and his lieutenants repeatedly discourage him from providing a full accounting of twitter security problems to the company's board of directors they basically prevented him from producing a written report
he said that twitter executives don't have the resources to fully understand the true number of bots on the platform and their executives are disincentivized to count them properly because doing so would negatively affect their bonuses
what he's basically saying is not only is there a bot problem there is a cover-up of the bot problem he's accusing the company of positively nixonian tactics
The average premium in an M&A transaction in the public markets is about 30%. So, and I think the fair value of Twitter is around 32 to 35 bucks a share. So, you know, it's not like he is massively, massively overpaying. And so, you know, I would just sort of keep that in the realm of the possible. So like, if you take $35 as the midpoint, fair value is really 4550. So, yeah, he paid 20% more than he should have, but he didn't pay 100% more. So it's not as if you can't make that equity back as a
The best off in all of this are the Twitter shareholders. They're getting an enormous premium to what that company is worth today in the open market. And so I think this deal is going to close is probably going to close in the next few weeks.
the most likely outcome here is a settlement where you have to pay the economic difference between where the stock is now and 5420, which is more than a billion dollars, or you close at some number below $54 and 20 cents a share.
it is interesting if you look at um elon's twitter deal there is no dual class everybody has this is one class of security so it's simple majority voting elon actually had the choice of doing dual class and he decided not to so that's pretty interesting so if people want to follow elon's example then they you know not necessarily go for that doesn't have
so he's going to take the same approach that facebook has they have a council as well that zuckerberg tried to set up so i think he realizes this should be a thoughtful uh discussion
part of the problem here is that lots of people are hearing the arguments that yay is making whether he's making them on twitter or not and because he's there's a total ban people can't really engage with him on twitter and so he's not getting off ramped from this rabbit hole he's falling into and nobody else who might be a fan of his is hearing the other side of the argument
do i think that trump should be allowed back yeah i do
i don't think so i don't think anyone should have a lifetime ban on these platforms
elon is a reasonable person and he's going to be faced with unreasonable people on this platform and when that happens he's going to have very tough decisions to make about what kind of platform he wants to have what's the quality of that platform going to look like and then all of a sudden he's going to have to look in the mirror and say did i step on the wrong side and you know he's he's idealistic and it's great and it's wonderful and i hope that he's successful but to some degree some amount
i mean payments is an entire road map
if you had done this analysis a few years ago the trade was looking at meta's mal values being so high where you would have said why isn't twitter doing more
this analyst and he said that twitter was bought at 172 dollars per monthly active user compared to 81 per monthly active user at meta
the most powerful change that twitter could make today is there are two classes of users people who are verified rear world identity yeah and people who want to stay anonymous correct there is a hundred percent distribution fire hose for people who are real and there is a fire hose for fake people or fake names that you need to pay to amplify just that one simple change will cut through all the nonsense yeah because if you want to see where the money is being spent you will be able to see very q
i think making everything verified in a path to verification which ilan has talked about publicly many times and payments uh you know he's talked about publicly many times just those two things alone could make the experience of being on twitter absolutely delightful if everybody could verify themselves this thing could turn around so quickly
he bought a quarter of a billion miles for 44 billion dollars and in the grand scheme of things that is i think going to turn out to be pretty reasonably cheap especially if he can layer in a few of his bigger ideas
there is tremendous potential at twitter i mean the company's been sideways because it hasn't done that much in 10 years but there's so much you can do with that product it's just you know there's a ton of potential
there's no doubt that i think elon can turn this around pretty quickly and to make it massively profitable i think and clean up the bot problem very quickly if you can land two rockets at a time create self-driving cars i think you can figure this out this isn't rocket science and elon's done rocket science so i think he's going to figure it out
they and the board had the wherewithal to fight because you know that they could have easily gotten intimidated and capitulated and in doing that whether they were right or wrong or good or bad is irrelevant to me they represented shareholder values well and they got shareholders paid in a moment where the stock market is still down 20 30 40 percent where big tech is down 50 percent some of these big tech companies are down 80 percent these guys sold the company at a premium and so that just you
parag agarwal does deserve a statue for shareholder value creation what he 54 20 a share which by the way we said was going to happen and it did happen was ginormous in this market
i think what if what elon is going to do at twitter or what is reported so this is nothing to do with anything anyone told me just what i've read in the reporting is accurate that he's going to cut so deep he's going to cut 30 40 50 potentially of the employee base it really sets a new standard for how profitable a tech company can get and again i'll give credit to a twitter poster named post market who i didn't give credit to a few weeks ago when i read this tweet which i think was a good one w
within hours of elon taking over the company on friday there was a 4chan attack where basically people from this message board created bots to post hundreds of thousands of spam messages that contained racist words and epithets and within hours this has been detected and yoel who runs the the trust and safety implementation he met with me and jason and elon directed him to shut it down ... the truth is elon hasn't even had a chance to change anything about the content moderation policies he's po
they shut down an important conversation you know that the decision was so wrong and the damage was so severe so we know what happened by suppressing that speech
if you make a an action it should be listed on the person's profile page and on the tweet and if you click on the question mark you should see when the action was taken by who you know which department maybe maybe not the person so they they get personally attacked and then what the resolution to it is
this is why elon bought the business
number one there was no transparency the people who were shadow banned taken out of search etc they did not know if they were told and it was clear to users we could have a discussion about was that a fair judgment or not in the cases we've seen so far from barry weiss's reporting in the twitter files part de it's very clear that these were not justifiable number two these were not evenly enforced
going forward you will be able to see if you were shadow banned you were able to see if you were de-boosted why and be able to appeal and i think that that concept to be very honest with you should be enshrined in law
jack dorsey denied that shadow banning was happening including at a congressional hearing i believe under oath so either he lied or he was lied to by his subordinates i actually believe that the latter is possible i think i don't think it's true with sbf it might be true with jack because he's so checked out furthermore you had people again like vijia gatti again tweeting and repeatedly stating we do not shadow ban and we certainly don't shadow ban on the basis of political viewpoints so these p
suppress libs of tip talk based on our hate policy libs of tick tock hasn't violated it we're going to
then they also said we certainly this is their emphasis do not shadow ban on the basis of political viewpoint and what the twitter files show is that is exactly what they were doing they in the same way
what's been discovered here let me boil it down for you this is an ftx level fraud except that what was stolen here was not customer funds it was their free speech rights not just the rights of people like jay bonacharia and dan bongino to speak but the right of the
I think something to understand that's important is there are different kinds of speech and different kinds of speech deserve different levels of protection. The fact of the matter is like business advertising is not as protected as political speech. Porn is not as protected as political speech, political speech, speech criticizing the people in power is the most protected category of speech because the founders of the country understood that the people in power will always try to insulate thems
I would really love what is basically the smartest human and the most productive human of our generation to be filling those blocks with things that sort of like transcend. And increasingly, and I agree that freedom of speech is important. Increasingly, those buckets are being filled with things that are very low level and hyper tactical and are distractions at best to the, to the path of free speech. And so I think that hopefully he gets all this shit under control over there. He finds a good e
I think this policy with regard to planes specifically is going to be futile. Yeah. It's going to be at best harm reduction, because as long as there's many ways to publish this information... No, it's on Reddit. It's pointless. It's on Facebook. It's on Facebook. So listen, I think this whole policy on Twitter is a little bit of a red herring. I think the real issue, the real underlying issue is that the FAA is publishing these ICAL numbers, thereby making every plane personally identifiable. I
but there needs to be a principal basis for a censorship decision. And it needs to be applied to everyone equally. And so far, we haven't seen any basis for believing that he's not applying this principle equally. I mean, still very early. Whereas the former rulers at Twitter were indulging their personal bias and personal preferences and who they were banning. There were two standards of justice. If you were someone who has allied with them, it was almost impossible to get censored no matter ho
Now, is Elon just as arbitrary and capricious as the former executives who are running trust and safety at Twitter? I don't think so, for two reasons. Number one, he's promised transparency. He said that when we ban or shadow ban an account, there has to be a reason for it. And you have to be alerted to it. In other words, none of the shadow stuff. No shadow. You need to be informed. You get your speeding ticket.
Well, look, I mean, if you define what Elon is, you know, doing there as, you know, acting as a judge arbitrating on every little content moderation decision, is that a great use of his time relative to what he could be building at Tesla and SpaceX and doing on behalf of humanity? Then no, clearly not. But if you define what he's doing in the larger sense as restoring free speech to the most important town square social network, hopefully thereby inspiring other tech companies to move in the dir
twitter now has affiliate badges you can see i've got a little craft ventures badge next to my name so if you you should be able to click on it actually to get to the craft ventures profile yeah so you're going to be able to affiliate users with business accounts and it creates kind of secondary badges after the blue check i think even the corporate journalists are going to love this because if you're a new york times writer you'll have a little nyt badge next to your name wall street journal wh
yeah you're selling a product for a company that you guys are working at like i mean come on
this is way too much i mean you guys like we should sorry it's a feature it's like an ad
if a guy can land two rockets at a time and he can literally restart the electric car movement and he becomes the number one car in any category he releases a car in how on earth would you bet against him to build software you have to be idiotic
the feature train is coming and this will change the dialogue all these haters who are like twitter is going to go down
i have 50 000 views already which is uh 10 of my follower count so this is an extraordinary
it really shows the incredible reach of twitter and anybody who's thinking about going to like some knockoff like macedon or something is going to contend with the fact that it doesn't have nearly the distribution so i think this really shows the power of twitter
i will say in six weeks what we have seen there is nothing short of extraordinary have there been bumps in the road has it been a little chaotic at times perhaps but the features that are coming fast and furious are going to be the story going forward you've seen uh twitter for business sax had his fingerprints all that you may fingerprints all over that uh you may have seen uh hashtags for uh stock tickers i was a briefly involved in that there are going to be so many features coming and this i
for me it's obvious uh the twitter acquisition is the biggest surprise by far and away
i gotta say i think freeberg nailed it uh i gotta say that the business saga of the year was elon buying twitter first the liberal media was up in arms that he might do it then they insisted that he must complete the deal in any event he he did ultimately buy the company and now he's affecting his changes i agree that's the big business story this year
elon musk's acquisition of twitter i think took everyone by surprise it kind of went i mean this is such an obvious one but it went from a whimsical fantasy and idea to suddenly you know cold-hearted reality with uh you know a huge kind of negotiating saga that took place and court battles and all the drama that ensued and here's what i think was most surprising about it it wasn't just the acquisition and the and the fact that the acquisition closed but it was the the incredible veracity of the
they kind of took a page out of elon's book in terms of what elon had done at twitter i mean not nearly to that extent because i don't think they needed to
editorialization is what media is it's what newspapers are it's what search results are it's what youtube is it's what twitter is and now i think it's going
Twitter turned off their API.
We're not going to know how good she is for six to nine months.
Twitter's business model is advertising. Elon does not like selling advertising. She's really good at selling advertising. He's chosen a CEO to work with who's highly complementary to him in their skill sets and interests, and I think that makes sense. I think there's a lot of logic in that.
there were literally thousands of people raising their hands yes you can't start i was scrolling through this in real time in the app i wanted to call them more people but it was just there was no way to do it this is something at scale they need to add to the interface
compared to what these things usually are which is a guy standing at a podium yes in front of his supporters compared to that this was much more interesting dynamic and engaging
this is something at scale they need to add to the interface which is maybe pre-populating a list sorting it by the number of followers whatever
i think it wasn't the free-for-all that elon had said it would have been right so he pitched it as like hey this is going to be uncensored and everybody's going to get to ask hard questions and that didn't happen
i think one of the greatest things that's happening right now that you know could be a great benefit for this modern democracy is the sort of stuff that we've been doing on our podcast and rfk coming on board like last week and what sax did with twitter and i really hope that more politicians do that and that more people engage and consume that sort of content to make their decision
once we started it on my twitter account in my twitter space it worked perfectly there was no problem and that's the recording that you can go on twitter now and listen to we had about 300 000 people contemporaneously in my twitter space i think mario had a couple hundred thousand but if you look at the numbers today there's already 10 million views for this thing
the desantis team were interested in potentially you know doing something different for their announcement ... they saw an opportunity to break new ground here in terms of presidential announcements by doing it on twitter spaces ... the room crashed it had over 700 000 people in it ... the engineers there told me that the previous order of magnitude was more like 100 000 not a million ... elon's account has over 100 million followers and that basically led to a new level of scale ... when you ge
you know rage quitting twitter because you're not a fan of the product right now or elon isn't a successful long-term use case because all those people will eventually come back
threads is instagram facebook slash meta's competitor to twitter looks almost like a clone i mean it is so similar in features in interaction in everything
I mean, um, yeah, I mean, the fact of the matter is that, uh, ADL did initiate a boycott. They don't call it a boycott, they call it a pause. But, you know, a pause app is never ending. It's a boycott. Yeah. Um, so, and, and, and we just, we saw a massive drop in, uh, U.S. advertising. We saw basically no change in, in advertising in Asia. But domestically, ADL is strong. We saw, uh, 60% drop in advertising. So, you know, that's, uh, pretty intense. Um, and, um, and this is despite, you know, sh
Um, I mean, speaking of TikTok, um, you, you know, there's, I've had a lot of people tell me they spend a lot of time on TikTok and they regret it. Um, we don't wanna be, we want it to be that you spend a lot of time on the X platform and you learned a lot, uh, you, you're entertained, and you don't regret it. So, when you're optimizing for, you know, user minutes, and, like I said, aspirationally unregretted user minutes, uh, uh, the, if you, the more content that you post on the system, the mo
Um, so you, you kind of, you kind of know what to expect, um, and, and why something happened. Um, no, no, I should say that the, we are, we are trying to optimize for, uh, user time, um, on the platform. What this naturally means is that, um, posting content that someone looks at longer is gonna get higher priority than content that is short. Uh, just because the system is trying to maximize, uh, it's, uh, it's aspiring to maximize, uh, you, uh, unregretted user minutes is what I call it. Yeah.
And, um, you know, there's a lot of questions about, like, sort of the algorithm and whatnot. I, I, I should mention, like, the, the algorithm is, uh, I think almost all of it is open sourced, and, and we will, uh, I think quite soon have the entire thing open sourced. Uh, the only reason I, it really hasn't been done entirely open sourced yet is because we're somewhat embarrassed with the code and need to just clean it up before, uh, putting something extremely embarrassing out there. But the p
Um, so there's gotta be, um, you know, fair compensation, competitive compensation for a creator, whether they're doing, you know, writing, or pictures, video, whatever the case may be. Um, and, uh, so we're, and we're not, so we're not really invent, you know, inventing anything new here. We're just, you know, as YouTube does with creators, they will do rev share, um, with advertising. And so we're doing rev share with advertising. Um, we're also, you know, obviously they have enabled direct su
Um, and, and those numbers are extremely, are, are very good. Um, so, you know, I think, of course, it's the optimistic about where things added. And I, I, I feel like the company's turned, just, you know, recently turned, turned a corner.
And, uh, the, the, the most of a rigorous number is really the user seconds as reported by the mobile device, especially iOS. The, you know, the, uh, what iOS reports as the screen time is the, is the least gainful metric.
Um, and, um, you know, we, we keep seeing, sort of, record, record usage.
Um, so it's, it's really, you know, efficient.
Um, you know, this, this really, the, the future, the future development pace is very rapid.
Yeah, well, I, I should say we've recently seen a significant, uh, increase in advertising, which is great. Um, so that's, uh, you know, if that trend continues, um, I think the company will be in, in very good financial shape on the advertising front, um, so that's, that's one of them.
the rebasing of Twitter actually had an even more profound impact, I think, on Silicon Valley than it necessarily did on Twitter.
That's why X, you know, formerly Twitter, is the best way to get news. It's the main way I get my information is because I can triangulate towards the truth by looking at my feed and I'm following a couple hundred people who I take seriously and you can kind of figure it out.
Uh, so if, if the people in a country want the laws to be different, they should make the laws different, but otherwise we're going to obey the law in each jurisdiction.
the nature of the concern was that, at least at X Corp, we had the perception that we were being asked to do things that violated Brazilian law.
If the guy is tweeting in real time, his stream of consciousness, you absolutely know everything that he wants because he just lays it all bare.
This was a multi hundred billion dollar grift that was stopped on a dime over 12 hours of tweets.
we were lucky enough to invest along with Peter in the first round of Facebook. Wow. The first round of Twitter.
at Twitter, there were financial statements that we could actually, there was an audit financial statement and they were basically, you know, they were in some ways correct. I would say, you know, there were some issues with the, with the user growth and dollars, et cetera, and the incentive plans. But the actual, like, you know, the casual numbers were pretty much correct.
And my Lord, the waste, fraud and abuse at that company was shocking. They had buildings that were a hundred dollars a square foot, if I remember correctly, that were used for storage of the furniture from the previous building that had been upgraded. And we're storing them in class A office space. You reference the commissary. 20 people were having lunch a day, but they had never ratcheted down the amount of food they were making. So each meal was about $800 on average.
it was basically breaking even and there's, there was going to be 12 and a half ish billion dollars of debt to the company. So a billion and a half dollars in interest costs that there was no money to pay, which led to the turnaround, I think, which was the biggest turnaround, like of all time. It's literally the biggest turnaround, I think, ever in history. Second biggest tech deal ever done. 80% of the people gone. Gone. That doesn't include all the contractors that were there. And, you know,
Yeah, I think that is still the most viral thread ever on Twitter.
during the twitter files we found out there was um yoel roth you mentioned was the head of trust and safety and definitely not a conservative there was correspondence inside of twitter saying hey we looked at their so-called api and these are just regular accounts and he said basically this is all i mean i think he used that word in other words the whole idea they were tracking russian accounts was just total nonsense these were you know it's just a random smattering of some more conservative ac
elon had done that very day was he opened up the twitter jails and let trump back onto the platform
basically what he told me was that all the conspiracy theories are true that we've now gone into the admin tools that the trust and safety team was using and they literally have check boxes to throttle accounts based on exclude them from search and they had all these different tools that they created again to throttle traffic which was effectively shadow banning so they could just ban you outright or they
what most business people would do i mean i think elon was an outlier in terms of being willing to fight for principle which is why i think that going back to the central premise of biden v missouri
of course elon and all the work that he's done in making that a true free speech platform
This trend of censorship was growing. It was galloping and it would have continued if it wasn't, I think, for the fact that you decided to buy Twitter and opened it up. And it was only on the heels of that, that the other social networks were willing to, I think, be a little bit chastened in their policies and start to push back more.
And they found that there was extensive collusion between the FBI and the Twitter trust and safety group, where it turns out the FBI had 80 agents submitting takedown requests. And they were very involved in the banning, the shadow banning, the censorship, which I don't think we ever had definitive evidence of that before.
The Twitter executives had made, they had maintained for years that they were not engaged in this practice, including under oath. And on the heels of you opening that up and exposing that, because by the way, it wasn't just the fact they were doing it.
By and large, it's worked very well.
we want X to be the best source of truth on the, on the planet by far. And I think it is
more, um, neutral, um, that then, and, and more accurate than, than Wikipedia, but it actually has a lot more information than a Wikipedia page.
just press the grok icon on any X post and we'll analyze, analyze it for you, um, and, and research it as much as you want. So you can, you can basically have, uh, just by, by tapping the grok icon, you can, um, assess the, um, whether that, that post is the truth, the whole truth or nothing, but the truth or whether there's something supplemental you need to be explained.
it has this great future.
you added it to X AI, which makes it incredibly valuable as a data source.
We'll have semantic search where you can just ask a question. Um, and it will show you all content, uh, whether that is text, pictures, or video that matches your search query semantically.
Wow. And that will replace search. So you'll be able to actually search on Twitter and find things in like with a, with a plain language.
the really big change, which is where Grock literally reads, uh, everything that's posted to the platform. Um, and I think that's actually just maybe just in English. I think it goes beyond that if it's outside of English. Um, so, uh, Grock is going to, we're going to start off reading the, uh, really what, what Grock thinks are the top 10 million of the hundred million. And, and, and we'll actually read them, uh, and understand them and, uh, categorize them and match them to users. It's like, t
So Grock will say, what are the most interesting things posted by your friends? And we'll show you that in the following tab.
Now, something we're going to be adding is the ability to have a curated following tab, because the problem is like if you follow some people and they're maybe a little more prolific than you're, you know. So, you know, you follow someone and some people are much more, you know, say a lot more than others, that makes the following tab hard to use. So we're going to add an option where you can have the following tab be curated.
I think it would be good if it... It would be great if it showed like one person you follow, and then like it blended the old style, which was just reverse chronological of your friends, the original version, with this new version. So you get like a little bit of both.
And that actually has been a useful part of it. So you do get more of like a 360 view on whatever it is that you've shown interest in.
I'll tell you, the other game changer on X has been Grock, because you can just go, at Grock, what's the truth? And you won't necessarily always agree with Grock. I'm not saying it's perfect, but it's pretty darn good. It's trending in the right direction. I mean, it's really good on the whole. And yeah, I mean, it does a really good job fact-checking too. So we don't really need these bureaucrats and politicians and regulators telling us what's true or not. We have community notes. We have AI n
It's been a total game changer. I remember when they were doing fact-checking, and the fact-checking was so bad, because the fact-checkers were biased, or sometimes it wasn't good quality control. But the community note thing has, like, really worked. And you'll see that when someone posts something that's truly misinformation, like it's a fake image or a fake article or something, it always gets caught. And then you get notified. Have you noticed this? Yeah. If you like a post, and then it gets
I've referred to the DSA before as a censorship tariff, because the cost of maintaining the censorship apparatus under the DSA is intentionally levied on specific companies, mostly American ones, that are subject to higher and more intricate regulatory standards than other companies are.
the DSA has become almost like a digital speed trap to try and fine American companies. And it does massively disproportionately affect them to the point where you could argue that it's effectively like a tariff on American tech companies operating in Europe.
there's a suspicion that this is really kind of a de facto tax, and pretexts are contrived for fining large American tech companies in order to raise revenue.
X has a particular political valence. We saw Joe Biden after Elon acquired Twitter saying, you know, we've got to find ways to go after him, and I think that sentiment might be shared.
But there was a large fine handed down during my recent European tour against X, and I believe it was 140 million euros, but that might be dollars.
we recently issued some sanctions, which we'll get into, and one of the individuals we sanctioned was a former EU official who threatened Elon Musk with enforcement action because X within the United States had said that it was going to host on a live Twitter space an interview with Donald Trump, our president. So it wasn't that Donald Trump had said anything violative, it wasn't there was a specific piece of content that the EU wanted to ban. It was just that the act of an American business hos
my first official trip was to Europe and while I was in Europe, a large fine came down on an American platform X under the Digital Services Act which I'll get into in a moment.
VentureSignalScore 0/100 for twitter, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.3 | 0 |
funding.round.amount_usd 2024-08-30 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
Gray-market attention, not quality. 50+ HN mentions (peak 2953 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention. ▲ 2953 Twitter Will Allow Employees to Work at Home Forever 2020-05-12 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.technical.assessment | {"council": {"dissent": false, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_docs | derived | council | 2026-08-12 | promoted | 0.07 |
common_name | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 | |
common_name | X (formerly Twitter) | observed | artifact ↗ | 2026-08-24 | normalized | 0.60 |
community.hn.max_points | 2953 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33463908", "title": "Twitter’s mass layoffs have begun", "points": 1039, "created_at": "2022-11-04", "evidence_type": "rumor", "verification_status": "un | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33463908", "title": "Twitter’s mass layoffs have begun", "points": 1039, "created_at": "2022-11-04", "evidence_type": "rumor", "verification_status": "un | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33463908", "title": "Twitter’s mass layoffs have begun", "points": 1039, "created_at": "2022-11-04", "evidence_type": "rumor", "verification_status": "un | observed | artifact ↗ | 2022-11-04 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33463908", "title": "Twitter’s mass layoffs have begun", "points": 1039, "created_at": "2022-11-04", "evidence_type": "rumor", "verification_status": "un | observed | artifact ↗ | 2022-11-04 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33463908", "title": "Twitter’s mass layoffs have begun", "points": 1039, "created_at": "2022-11-04", "evidence_type": "rumor", "verification_status": "un | observed | artifact ↗ | 2022-11-04 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=23155647", "title": "Twitter Will Allow Employees to Work at Home Forever", "points": 2953, "created_at": "2020-05-12"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=23155647", "title": "Twitter Will Allow Employees to Work at Home Forever", "points": 2953, "created_at": "2020-05-12"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=23155647", "title": "Twitter Will Allow Employees to Work at Home Forever", "points": 2953, "created_at": "2020-05-12"} | observed | artifact ↗ | 2020-05-12 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=23155647", "title": "Twitter Will Allow Employees to Work at Home Forever", "points": 2953, "created_at": "2020-05-12"} | observed | artifact ↗ | 2020-05-12 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=23155647", "title": "Twitter Will Allow Employees to Work at Home Forever", "points": 2953, "created_at": "2020-05-12"} | observed | artifact ↗ | 2020-05-12 | normalized | 0.20 |
description | Discussed as a platform where celebrities have left but business people stayed after Elon Musk took over. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | From breaking news and entertainment to sports and politics, get the full story with all the live commentary. | observed | artifact ↗ | 2026-08-24 | normalized | 0.70 |
domain | x.com | observed | artifact ↗ | 2026-08-24 | normalized | 0.95 |
funding.round.amount_usd | 56000000 | observed | artifact ↗ | 2022-10-18 | normalized | 0.50 |
funding.round.amount_usd | 43000000000 | observed | artifact ↗ | 2022-04-15 | normalized | 0.50 |
funding.round.amount_usd | 43000000000 | observed | artifact ↗ | 2022-04-16 | normalized | 0.50 |
funding.round.amount_usd | 1000000 | observed | artifact ↗ | 2024-08-30 | normalized | 0.50 |
funding.round.stage | series_b | observed | artifact ↗ | 2022-10-18 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2022-04-16 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 42.4, "comparator": "gte"}, "prediction": "Um, and if you can land two rockets at the same time and build a million electric cars, what | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 42.4, "comparator": "gte"}, "prediction": "I cannot imagine any scenario in which the board, uh, is going to say no to the price that i | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 36.4, "comparator": "lte"}, "prediction": "she should just build a competitor and go for the gold.", "expected_by": "2028-02-10T18:07:5 | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 36.4, "comparator": "lte"}, "prediction": "on the one hand there is the letter of the law there's an existing contract it affords no ri | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 42.4, "comparator": "gte"}, "prediction": "I think the number of bots will go down by 80 or 90%.", "expected_by": "2028-02-11T15:12:27. | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 36.4, "comparator": "lte"}, "prediction": "I just think Twitter's in like a lose-lose situation here.", "expected_by": "2028-02-11T16:2 | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 36.4, "comparator": "lte"}, "prediction": "if the Musk deal falls apart, the stock's going to tank, you know, everybody's underwater an | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 42.4, "comparator": "gte"}, "prediction": "I could see Twitter doubling or tripling in value, especially under Elon, who, you know, is | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 42.4, "comparator": "gte"}, "prediction": "They literally in a weekend could solve the bot problem. They could solve the brigading prob | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 42.4, "comparator": "gte"}, "prediction": "I guarantee you if Elon controlled Twitter, it would be 100 times more sustainable, delightf | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 42.4, "comparator": "gte"}, "prediction": "And so I think you'll have a series of people who would very much shareholders in Twitter wo | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "we'll take a look and discuss if he is going to become an activist shareholder or not i'm just | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "It's a product that will be with us for a long time. Does it have problems? Is it full contact | derived | calc | 2026-08-13 | derived | 0.70 |
index.ai_tie | NOT_AI | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 56000000 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_amount_usd | 43000000000 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_amount_usd | 1000000 | derived | calc | 2026-08-17 | derived | 0.50 |
score.venture_signal | 39.4 | derived | calc | 2026-08-11 | superseded | 0.26 |
score.venture_signal | 79 | derived | calc | 2026-08-12 | superseded | 0.26 |
score.venture_signal | 0 | derived | calc | 2026-08-17 | derived | 0.26 |
sector | defense | derived | calc | 2026-08-08 | superseded | 0.90 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVXWBRDBC5PVJFDGTYJPYBV", "signals": [{"quote": "my first official trip was to Europe and while I was in Europe, a large fine came down on an American platform X under | observed | artifact ↗ | 2026-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVXWBRDBC5PVJFDGTYJPYBV", "signals": [{"quote": "we recently issued some sanctions, which we'll get into, and one of the individuals we sanctioned was a former EU offi | observed | artifact ↗ | 2026-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVXWBRDBC5PVJFDGTYJPYBV", "signals": [{"quote": "But there was a large fine handed down during my recent European tour against X, and I believe it was 140 million euro | observed | artifact ↗ | 2026-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVXWBRDBC5PVJFDGTYJPYBV", "signals": [{"quote": "X has a particular political valence. We saw Joe Biden after Elon acquired Twitter saying, you know, we've got to find | observed | artifact ↗ | 2026-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVXWBRDBC5PVJFDGTYJPYBV", "signals": [{"quote": "there's a suspicion that this is really kind of a de facto tax, and pretexts are contrived for fining large American t | observed | artifact ↗ | 2026-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVXWBRDBC5PVJFDGTYJPYBV", "signals": [{"quote": "the DSA has become almost like a digital speed trap to try and fine American companies. And it does massively dispropo | observed | artifact ↗ | 2026-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVXWBRDBC5PVJFDGTYJPYBV", "signals": [{"quote": "I've referred to the DSA before as a censorship tariff, because the cost of maintaining the censorship apparatus under | observed | artifact ↗ | 2026-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVXWBRDBC5PVJFDGTYJPYBV", "signals": [{"quote": "It's been a total game changer. I remember when they were doing fact-checking, and the fact-checking was so bad, becau | observed | artifact ↗ | 2026-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVXWBRDBC5PVJFDGTYJPYBV", "signals": [{"quote": "I'll tell you, the other game changer on X has been Grock, because you can just go, at Grock, what's the truth? And yo | observed | artifact ↗ | 2026-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "And that actually has been a useful part of it. So you do get more of like a 360 view on whatever it is that you've sh | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "I think it would be good if it... It would be great if it showed like one person you follow, and then like it blended | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "Now, something we're going to be adding is the ability to have a curated following tab, because the problem is like if | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "So Grock will say, what are the most interesting things posted by your friends? And we'll show you that in the followi | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "the really big change, which is where Grock literally reads, uh, everything that's posted to the platform. Um, and I t | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "Wow. And that will replace search. So you'll be able to actually search on Twitter and find things in like with a, wit | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "We'll have semantic search where you can just ask a question. Um, and it will show you all content, uh, whether that i | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "you added it to X AI, which makes it incredibly valuable as a data source.", "stance": "bullish", "signal_class": "ass | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "it has this great future.", "stance": "bullish", "signal_class": "prediction", "speaker_name": "SPEAKER_01", "speaker_ | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "just press the grok icon on any X post and we'll analyze, analyze it for you, um, and, and research it as much as you | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "more, um, neutral, um, that then, and, and more accurate than, than Wikipedia, but it actually has a lot more informat | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "we want X to be the best source of truth on the, on the planet by far. And I think it is", "stance": "bullish", "signa | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "By and large, it's worked very well.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "David Sacks | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "The Twitter executives had made, they had maintained for years that they were not engaged in this practice, including | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "And they found that there was extensive collusion between the FBI and the Twitter trust and safety group, where it tur | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPFEK9FTSHQSBKN72ZX0DJ", "signals": [{"quote": "This trend of censorship was growing. It was galloping and it would have continued if it wasn't, I think, for the fact | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY05R7H61WDDSSA4YHTNVRKA", "signals": [{"quote": "of course elon and all the work that he's done in making that a true free speech platform", "stance": "bullish", "sign | observed | artifact ↗ | 2025-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY05R7H61WDDSSA4YHTNVRKA", "signals": [{"quote": "what most business people would do i mean i think elon was an outlier in terms of being willing to fight for principle | observed | artifact ↗ | 2025-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY05R7H61WDDSSA4YHTNVRKA", "signals": [{"quote": "basically what he told me was that all the conspiracy theories are true that we've now gone into the admin tools that | observed | artifact ↗ | 2025-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY05R7H61WDDSSA4YHTNVRKA", "signals": [{"quote": "elon had done that very day was he opened up the twitter jails and let trump back onto the platform", "stance": "neutr | observed | artifact ↗ | 2025-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY05R7H61WDDSSA4YHTNVRKA", "signals": [{"quote": "during the twitter files we found out there was um yoel roth you mentioned was the head of trust and safety and defini | observed | artifact ↗ | 2025-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2MZXPV0K5DT6QJ3AHZTKQX", "signals": [{"quote": "Yeah, I think that is still the most viral thread ever on Twitter.", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2025-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2QAR38CX1TX9MZ2VYS72EH", "signals": [{"quote": "it was basically breaking even and there's, there was going to be 12 and a half ish billion dollars of debt to the com | observed | artifact ↗ | 2025-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2QAR38CX1TX9MZ2VYS72EH", "signals": [{"quote": "And my Lord, the waste, fraud and abuse at that company was shocking. They had buildings that were a hundred dollars a | observed | artifact ↗ | 2025-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2QAR38CX1TX9MZ2VYS72EH", "signals": [{"quote": "at Twitter, there were financial statements that we could actually, there was an audit financial statement and they we | observed | artifact ↗ | 2025-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY34519AQDQRD2A4VDQCX6WW", "signals": [{"quote": "we were lucky enough to invest along with Peter in the first round of Facebook. Wow. The first round of Twitter.", "st | observed | artifact ↗ | 2025-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3D5BTZ45M38CQA8K02SA8P", "signals": [{"quote": "This was a multi hundred billion dollar grift that was stopped on a dime over 12 hours of tweets.", "stance": "bullish | observed | artifact ↗ | 2024-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3D5BTZ45M38CQA8K02SA8P", "signals": [{"quote": "If the guy is tweeting in real time, his stream of consciousness, you absolutely know everything that he wants because | observed | artifact ↗ | 2024-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4PM1TVJ949W55XNTJ4E9ZH", "signals": [{"quote": "the nature of the concern was that, at least at X Corp, we had the perception that we were being asked to do things th | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4PM1TVJ949W55XNTJ4E9ZH", "signals": [{"quote": "Uh, so if, if the people in a country want the laws to be different, they should make the laws different, but otherwis | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7CGBGZWKGYAPZM1EQ30SZ1", "signals": [{"quote": "That's why X, you know, formerly Twitter, is the best way to get news. It's the main way I get my information is becau | observed | artifact ↗ | 2024-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7MYZWCQ575VHSFCGGKBNC0", "signals": [{"quote": "the rebasing of Twitter actually had an even more profound impact, I think, on Silicon Valley than it necessarily did | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "Yeah, well, I, I should say we've recently seen a significant, uh, increase in advertising, which is great. Um, so tha | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "Um, you know, this, this really, the, the future, the future development pace is very rapid.", "stance": "bullish", "s | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "Um, so it's, it's really, you know, efficient.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "E | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "Um, and, um, you know, we, we keep seeing, sort of, record, record usage.", "stance": "bullish", "signal_class": "fact | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "And, uh, the, the, the most of a rigorous number is really the user seconds as reported by the mobile device, especial | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "Um, and, and those numbers are extremely, are, are very good. Um, so, you know, I think, of course, it's the optimisti | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "Um, so there's gotta be, um, you know, fair compensation, competitive compensation for a creator, whether they're doin | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "And, um, you know, there's a lot of questions about, like, sort of the algorithm and whatnot. I, I, I should mention, | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "Um, so you, you kind of, you kind of know what to expect, um, and, and why something happened. Um, no, no, I should sa | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "Um, I mean, speaking of TikTok, um, you, you know, there's, I've had a lot of people tell me they spend a lot of time | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XJM4JNQ769PY1GTBAGV88", "signals": [{"quote": "I mean, um, yeah, I mean, the fact of the matter is that, uh, ADL did initiate a boycott. They don't call it a boycott | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9M0BXVSFAX0KF88H3ZARW8", "signals": [{"quote": "threads is instagram facebook slash meta's competitor to twitter looks almost like a clone i mean it is so similar in | observed | artifact ↗ | 2023-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9M0BXVSFAX0KF88H3ZARW8", "signals": [{"quote": "you know rage quitting twitter because you're not a fan of the product right now or elon isn't a successful long-term | observed | artifact ↗ | 2023-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA2079G4A5CPT7513CXBCC6", "signals": [{"quote": "the desantis team were interested in potentially you know doing something different for their announcement ... they sa | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA2079G4A5CPT7513CXBCC6", "signals": [{"quote": "once we started it on my twitter account in my twitter space it worked perfectly there was no problem and that's the r | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA2079G4A5CPT7513CXBCC6", "signals": [{"quote": "i think one of the greatest things that's happening right now that you know could be a great benefit for this modern d | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA2079G4A5CPT7513CXBCC6", "signals": [{"quote": "i think it wasn't the free-for-all that elon had said it would have been right so he pitched it as like hey this is go | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA2079G4A5CPT7513CXBCC6", "signals": [{"quote": "this is something at scale they need to add to the interface which is maybe pre-populating a list sorting it by the nu | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA2079G4A5CPT7513CXBCC6", "signals": [{"quote": "compared to what these things usually are which is a guy standing at a podium yes in front of his supporters compared | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA2079G4A5CPT7513CXBCC6", "signals": [{"quote": "there were literally thousands of people raising their hands yes you can't start i was scrolling through this in real | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA434RDBZJDEG1JD77WMAT8", "signals": [{"quote": "Twitter's business model is advertising. Elon does not like selling advertising. She's really good at selling advertis | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA434RDBZJDEG1JD77WMAT8", "signals": [{"quote": "We're not going to know how good she is for six to nine months.", "stance": "neutral", "signal_class": "prediction", " | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMMR154WFENV8HSVWQ86SM", "signals": [{"quote": "Twitter turned off their API.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_38", "speak | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1QRM8PZTC89XN6726XK19", "signals": [{"quote": "editorialization is what media is it's what newspapers are it's what search results are it's what youtube is it's what | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB63A6NYDWEGEV6AF2EAVKM", "signals": [{"quote": "they kind of took a page out of elon's book in terms of what elon had done at twitter i mean not nearly to that extent | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "elon musk's acquisition of twitter i think took everyone by surprise it kind of went i mean this is such an obvious on | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "i gotta say i think freeberg nailed it uh i gotta say that the business saga of the year was elon buying twitter first | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "for me it's obvious uh the twitter acquisition is the biggest surprise by far and away", "stance": "neutral", "signal_ | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "i will say in six weeks what we have seen there is nothing short of extraordinary have there been bumps in the road ha | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "it really shows the incredible reach of twitter and anybody who's thinking about going to like some knockoff like mace | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "i have 50 000 views already which is uh 10 of my follower count so this is an extraordinary", "stance": "bullish", "si | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "the feature train is coming and this will change the dialogue all these haters who are like twitter is going to go dow | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "if a guy can land two rockets at a time and he can literally restart the electric car movement and he becomes the numb | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "this is way too much i mean you guys like we should sorry it's a feature it's like an ad", "stance": "bearish", "signa | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "yeah you're selling a product for a company that you guys are working at like i mean come on", "stance": "bearish", "s | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBHRZJ5F4PT6G2CKTESQER1", "signals": [{"quote": "twitter now has affiliate badges you can see i've got a little craft ventures badge next to my name so if you you shou | observed | artifact ↗ | 2022-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBMRWNE64J0FSDK4KMRD897", "signals": [{"quote": "Well, look, I mean, if you define what Elon is, you know, doing there as, you know, acting as a judge arbitrating on e | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBMRWNE64J0FSDK4KMRD897", "signals": [{"quote": "Now, is Elon just as arbitrary and capricious as the former executives who are running trust and safety at Twitter? I | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBMRWNE64J0FSDK4KMRD897", "signals": [{"quote": "but there needs to be a principal basis for a censorship decision. And it needs to be applied to everyone equally. And | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBMRWNE64J0FSDK4KMRD897", "signals": [{"quote": "I think this policy with regard to planes specifically is going to be futile. Yeah. It's going to be at best harm redu | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBMRWNE64J0FSDK4KMRD897", "signals": [{"quote": "I would really love what is basically the smartest human and the most productive human of our generation to be filling | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBMRWNE64J0FSDK4KMRD897", "signals": [{"quote": "I think something to understand that's important is there are different kinds of speech and different kinds of speech | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBNVSZEAK41KVC24N7N3H3A", "signals": [{"quote": "what's been discovered here let me boil it down for you this is an ftx level fraud except that what was stolen here wa | observed | artifact ↗ | 2022-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBNVSZEAK41KVC24N7N3H3A", "signals": [{"quote": "then they also said we certainly this is their emphasis do not shadow ban on the basis of political viewpoint and what | observed | artifact ↗ | 2022-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBNVSZEAK41KVC24N7N3H3A", "signals": [{"quote": "suppress libs of tip talk based on our hate policy libs of tick tock hasn't violated it we're going to", "stance": "be | observed | artifact ↗ | 2022-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBNVSZEAK41KVC24N7N3H3A", "signals": [{"quote": "jack dorsey denied that shadow banning was happening including at a congressional hearing i believe under oath so eith | observed | artifact ↗ | 2022-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBNVSZEAK41KVC24N7N3H3A", "signals": [{"quote": "going forward you will be able to see if you were shadow banned you were able to see if you were de-boosted why and be | observed | artifact ↗ | 2022-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBNVSZEAK41KVC24N7N3H3A", "signals": [{"quote": "number one there was no transparency the people who were shadow banned taken out of search etc they did not know if th | observed | artifact ↗ | 2022-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBNVSZEAK41KVC24N7N3H3A", "signals": [{"quote": "this is why elon bought the business", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Jason Calac | observed | artifact ↗ | 2022-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBNVSZEAK41KVC24N7N3H3A", "signals": [{"quote": "if you make a an action it should be listed on the person's profile page and on the tweet and if you click on the ques | observed | artifact ↗ | 2022-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBNVSZEAK41KVC24N7N3H3A", "signals": [{"quote": "they shut down an important conversation you know that the decision was so wrong and the damage was so severe so we kn | observed | artifact ↗ | 2022-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBYKDKZX4RSYJKPEW16DM5P", "signals": [{"quote": "within hours of elon taking over the company on friday there was a 4chan attack where basically people from this messa | observed | artifact ↗ | 2022-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBYKDKZX4RSYJKPEW16DM5P", "signals": [{"quote": "i think what if what elon is going to do at twitter or what is reported so this is nothing to do with anything anyone | observed | artifact ↗ | 2022-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "parag agarwal does deserve a statue for shareholder value creation what he 54 20 a share which by the way we said was | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "they and the board had the wherewithal to fight because you know that they could have easily gotten intimidated and ca | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "there's no doubt that i think elon can turn this around pretty quickly and to make it massively profitable i think and | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "there is tremendous potential at twitter i mean the company's been sideways because it hasn't done that much in 10 yea | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "he bought a quarter of a billion miles for 44 billion dollars and in the grand scheme of things that is i think going | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "i think making everything verified in a path to verification which ilan has talked about publicly many times and payme | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "the most powerful change that twitter could make today is there are two classes of users people who are verified rear | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "this analyst and he said that twitter was bought at 172 dollars per monthly active user compared to 81 per monthly act | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "if you had done this analysis a few years ago the trade was looking at meta's mal values being so high where you would | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "i mean payments is an entire road map", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_11 | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "elon is a reasonable person and he's going to be faced with unreasonable people on this platform and when that happens | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "i don't think so i don't think anyone should have a lifetime ban on these platforms", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "do i think that trump should be allowed back yeah i do", "stance": "bullish", "signal_class": "endorsement", "speaker_ | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "part of the problem here is that lots of people are hearing the arguments that yay is making whether he's making them | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "so he's going to take the same approach that facebook has they have a council as well that zuckerberg tried to set up | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC0S75ST2QJCE0ASV13HEXT", "signals": [{"quote": "it is interesting if you look at um elon's twitter deal there is no dual class everybody has this is one class of secu | observed | artifact ↗ | 2022-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC75MEN65S6E0EWDANPTTED", "signals": [{"quote": "the most likely outcome here is a settlement where you have to pay the economic difference between where the stock is | observed | artifact ↗ | 2022-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC75MEN65S6E0EWDANPTTED", "signals": [{"quote": "The best off in all of this are the Twitter shareholders. They're getting an enormous premium to what that company is | observed | artifact ↗ | 2022-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC75MEN65S6E0EWDANPTTED", "signals": [{"quote": "The average premium in an M&A transaction in the public markets is about 30%. So, and I think the fair value of Twitte | observed | artifact ↗ | 2022-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "what he's basically saying is not only is there a bot problem there is a cover-up of the bot problem he's accusing the | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "he said that twitter executives don't have the resources to fully understand the true number of bots on the platform a | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "he's saying that parag and his lieutenants repeatedly discourage him from providing a full accounting of twitter secur | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "he also says that the company's executives ordered him to knowingly present cherry picked and misrepresented data to c | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "he also alleges that they went behind his back to have a third-party consulting firm uh their report scrubbed to hide | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "as a result of this he's basically saying that twitter executives committed securities law violations by making materi | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "these are very serious allegations", "stance": "bearish", "signal_class": "assessment", "speaker_name": "David Sacks", | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "the most problematic thing that he points out is the following and this is a quote from his complaint he said twitter | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "the claims he's making are far broader than the bot issue um and far broader than the issues that elon's raised so i a | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "the lawsuit really boils down to one very specific clause which is the pinnacle question at hand which is there is a s | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "yeah i mean i think i mean jack on the board was the highest right he owned two or three percent", "stance": "neutral" | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "i think there's two tests one is the materiality of what they've reported so and really that comes down to just the um | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "if it is true that they essentially um were forced twitter was forced by the indian government to put a government age | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "but jason you should also ask the next one which is if they did it to twitter which is kind of small what about the bi | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "it's like you had a government come to a company that's based in america and it's not the united states government tha | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDF53Y5QZ5CPBTTJZAJFFS8", "signals": [{"quote": "i think it's fair to say that the the senate intelligence committee is going to haul twitter and have like a closed do | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDGP0PGJ818KP4CTDM3CFKA", "signals": [{"quote": "these nitwits have walked tell lifton billing them probably two thousand dollars an hour to subpoena tweets that are p | observed | artifact ↗ | 2022-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDGP0PGJ818KP4CTDM3CFKA", "signals": [{"quote": "new twitter ceo checklist includes eliminate all bots and fire useless employees", "stance": "bearish", "signal_class" | observed | artifact ↗ | 2022-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDGP0PGJ818KP4CTDM3CFKA", "signals": [{"quote": "randomly sampling 100 accounts a day is not a serious effort", "stance": "bearish", "signal_class": "criticism", "spea | observed | artifact ↗ | 2022-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDGP0PGJ818KP4CTDM3CFKA", "signals": [{"quote": "these guys are totally chasing at straws and it leads me to believe they're they're wasting my time and twitter's mone | observed | artifact ↗ | 2022-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDGP0PGJ818KP4CTDM3CFKA", "signals": [{"quote": "the fact that they're citing my tweets in which i criticize twitter's management it's just petty and vindictive", "sta | observed | artifact ↗ | 2022-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDGP0PGJ818KP4CTDM3CFKA", "signals": [{"quote": "five or six years ago i approached twitter about what i would have called a friendly activist myself and a and another | observed | artifact ↗ | 2022-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDGP0PGJ818KP4CTDM3CFKA", "signals": [{"quote": "the bot issue is really real like how many accounts are there which have like 20 or 30 followers that just spew vitrio | observed | artifact ↗ | 2022-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDGP0PGJ818KP4CTDM3CFKA", "signals": [{"quote": "every time i say something it's like every other comment is about a stock it's about a crypto thing that they want you | observed | artifact ↗ | 2022-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDZ0E40WPFC4F5W4VHXJDEY", "signals": [{"quote": "Yes, Elon should buy Twitter to save the world, but it's not going to be a good financial investment.", "stance": "bea | observed | artifact ↗ | 2022-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE1WEW8RYPYJ1T9TDQMF05T", "signals": [{"quote": "I'd say at if you did sort of the the lowest estimate would be probably 20%.", "stance": "bearish", "signal_class": "c | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE1WEW8RYPYJ1T9TDQMF05T", "signals": [{"quote": "I think there's a need for a public town square, digital town square that where people can debate issues of all kinds, | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE1WEW8RYPYJ1T9TDQMF05T", "signals": [{"quote": "I'm still waiting for some sort of logical explanation for the number of sort of fake or spam accounts on Twitter and | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE1WEW8RYPYJ1T9TDQMF05T", "signals": [{"quote": "If they in fact have been vociferously claiming less than 5% of fake or spam accounts. But in fact, it is four or five | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE1WEW8RYPYJ1T9TDQMF05T", "signals": [{"quote": "In making the Twitter offer, I was obviously reliant upon the truth and accuracy of their public filings. And if those | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE1WEW8RYPYJ1T9TDQMF05T", "signals": [{"quote": "The more questions I ask, the more my concerns grow.", "stance": "bearish", "signal_class": "assessment", "speaker_nam | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE1WEW8RYPYJ1T9TDQMF05T", "signals": [{"quote": "Twitter's revenue is primarily dependent. I think 70% or some of that order on brand advertising, as opposed to specif | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE1WEW8RYPYJ1T9TDQMF05T", "signals": [{"quote": "I think such a, such an app, um, would be really, uh, useful, um, and it just like the utility of, of, of, of, of, of, | observed | artifact ↗ | 2022-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE8MJ92XBER7G6SPJDVAPZF", "signals": [{"quote": "you or Twitter now, which went from reverse chronological order to being produced by an algorithm things that have a l | observed | artifact ↗ | 2021-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEA1X50S8FR3J71ZADRPPD4", "signals": [{"quote": "ceos of some of the biggest companies in the world like tim cook like frank slootman who are making their company poli | observed | artifact ↗ | 2021-06-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "Twitter did $3.7 billion in revenue in 2020 with 7% year over year growth. That's actually not huge growth. But it's g | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "And innovation solves all problems. And what we've seen from Twitter in the last year is massive innovation in the for | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "If you look at something like Facebook and Instagram and other products, they constantly add new features, rip feature | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "if one to 5% of those paid 250 a year, that'd be 2 million to 10 million users. And that would be 500 million to 2.5 b | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "So if you were a journalist, if you were a CEO, if you had a corporate account, those numbers actually would be quite | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "If one to 5% of those same users on Twitter, pay this, you know, alleged 299 price, $36 a year, that'd be 72 million t | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "Twitter has been known to not show ads to the most important accounts. In other words, if you've got over 100,000 foll | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "So two out of three ain't bad. It only took them 13 years. But", "stance": "bullish", "signal_class": "assessment", "s | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "The point is that Twitter has the ability to unleash a direct marketing business, the likes of which the world has nev | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "Twitter is a giant open email box that we all hang out in every day, the power of Twitter is yet to be fully understoo | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "So first and foremost, we have a really high bar for when we would ask consumers to pay for aspects of Twitter, you kn | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "our Twitter handle is what we use to authenticate into many other services and our Twitter following is what drives as | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "they have lists, they never really finished lists, they never made that a great product. That was a huge missed opport | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "That's obviously changed dramatically as the number of dead accounts on Twitter has increased.", "stance": "bearish", | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "And Twitter takes no cut, which is a really interesting concept.", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "They bought away now back in January of 2021 for an undisclosed amount. It's a full service creative agency that previ | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "They bought drive scale back in January 25th for an undisclosed amount. And that's a server company that optimized com | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "And some incomplete deals, it was reported they were in talks with Discord and Clubhouse, those deals fell through.", | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "They acquired reshuffle back in March of 2021. It's an API integration platform. And they called it a strategic aqua h | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "Twitter has had a love hate relationship with the API. They gave everybody API access people abused it people created | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "they set a goal to double development velocity by the end of 2023", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "Twitter is aiming to grow their monetizable daily active users to just 315 million. So they want to add 150 million.", | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "Twitter had a stagnant share price for a long time, they IPO in 2013. Under Dick Costolo, who is now an investor, a gr | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "Twitter traded down bottomed out of $14 a share in 2017.", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "Twitter got to $40 a share for the first time since its IPO trade flat, and then they peaked in February of this year | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "After this aggressive projections were released, another $51 a share in a $40 billion market cap.", "stance": "neutral | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "2012 300 2013, they doubled to 600 2014, they two and a half times to 1.4 billion, or almost two and a half times, the | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "96% of users opted out of ad tracking. According to the flurry analytics, which is owned by Verizon, which just got ou | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "So will Twitter what will Twitter's revenue be in 2023? Can they double it? I think they can. I think they could doubl | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEAETN6DEF2MD7AT5WRG4JY", "signals": [{"quote": "And they seem to have the right team in place, they seem to be making great acquisitions. And they seem a little more | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEDVMJ0JQSRXVBSCRAKBZND", "signals": [{"quote": "We saw Twitter, um, and square the Jack, uh, collection of companies. They're not going to come back to their offices | observed | artifact ↗ | 2020-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEDVMJ0JQSRXVBSCRAKBZND", "signals": [{"quote": "Sacks, there was a lot of talk about what the Bay Area looks like after this, whether it's commercial real estate with | observed | artifact ↗ | 2020-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEN7FZP16FX376N3K32HXTN", "signals": [{"quote": "Now, you look at Twitter. If you want to troll somebody, and you want to troll me at Jason, and you want to write horr | observed | artifact ↗ | 2019-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEN7FZP16FX376N3K32HXTN", "signals": [{"quote": "On Twitter, you don't have the same ability because somebody who does something that breaks the law or they post a dee | observed | artifact ↗ | 2019-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEN7FZP16FX376N3K32HXTN", "signals": [{"quote": "the Twitter people, honestly, and the Facebook people, they don't want to be the arbiter of what's posted on their net | observed | artifact ↗ | 2019-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEN7FZP16FX376N3K32HXTN", "signals": [{"quote": "Twitter is such a powerful tool for building your community and doing all that. And it kind of gets rid of a lot of th | observed | artifact ↗ | 2019-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEN7FZP16FX376N3K32HXTN", "signals": [{"quote": "I think he damaged, I think the Y Combinator brand for a little while because of those positions.", "stance": "neutral | observed | artifact ↗ | 2019-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "So right off the bat, Jack has his day. But it's a little bit tumultuous. Obviously, he took over as the CEO of Twitte | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "Yeah. It's just been a really bad year for Twitter from a business standpoint. I'm still a big fan of the product. I s | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "And it just seems like they've been a step behind or two steps behind every step of the way. They weren't prepared for | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "Why did they have him leave without the successor in place? Because this, to me, was the stupidest thing I've ever see | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "It felt to me like there was some impasse that was reached and that Dick couldn't take it anymore. Or that there was s | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "You've got to think, there was a big talent pool leading up to this of drain, drain, drain. All the engineering team w | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "And I think a lot of those engineers, some of the stuff that, look, they were in a world where text messages were 160 | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "It was a lot of, they were slow, is what you're saying. Yeah. They were not executing. Their product pace was the bigg | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "I don't think so. I think the passion's gone. The passion's gone from the product. ... I don't think he can. I think t | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "I think that they, you know, Periscope and Vine are two areas where there's a lot that can be done, where you're basic | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "I think that is one area where clearly they can differentiate versus Facebook, which is really the only other social p | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEYQM7JCA90K813YT04PNN4", "signals": [{"quote": "Twitter is dead. Twitter is dead. Twitter will be gone. It will only be complainers and robots. Complainers and robots | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF1YBW9HFXGYP0HFG9SY9H4", "signals": [{"quote": "when I joined Twitter, it was about 80 people.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "J | observed | artifact ↗ | 2015-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF1YBW9HFXGYP0HFG9SY9H4", "signals": [{"quote": "Ev Williams said, everybody signs up, nobody sticks around, help us fix that. And I started a little team there called | observed | artifact ↗ | 2015-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF1YBW9HFXGYP0HFG9SY9H4", "signals": [{"quote": "We said, look, for anyone who wants to know what's happening in their world, they should use Twitter. So if you don't | observed | artifact ↗ | 2015-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF1YBW9HFXGYP0HFG9SY9H4", "signals": [{"quote": "And so from that, we actually came up with a company mission statement, our mission to instantly connect people everyw | observed | artifact ↗ | 2015-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF1YBW9HFXGYP0HFG9SY9H4", "signals": [{"quote": "And what I'll show you next is the newest homepage for Twitter that they just launched today that still echoes exactly | observed | artifact ↗ | 2015-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF1YBW9HFXGYP0HFG9SY9H4", "signals": [{"quote": "I think a lot of our PR was backwards. So we'd have people talking about Twitter's this amazing place because I can ge | observed | artifact ↗ | 2015-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF1YBW9HFXGYP0HFG9SY9H4", "signals": [{"quote": "when you'd sign up for Twitter in those early days, it was a big search box and a green sign up now. And if you've eve | observed | artifact ↗ | 2015-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF1YBW9HFXGYP0HFG9SY9H4", "signals": [{"quote": "And so this is the challenge of Twitter that we really didn't teach you the product at all. And we had a massive leaky | observed | artifact ↗ | 2015-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF1YBW9HFXGYP0HFG9SY9H4", "signals": [{"quote": "And so by redoing it this way, we really changed the trajectory of how many people stuck around Twitter.", "stance": " | observed | artifact ↗ | 2015-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF1YBW9HFXGYP0HFG9SY9H4", "signals": [{"quote": "the best learning comes from making conscious decisions. Each one of those steps creates a little idea in their head o | observed | artifact ↗ | 2015-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3930CWSYAKGG8N98PP49B", "signals": [{"quote": "79% said this is the most valuable social network. Which social network? Twitter. Fascinating. Twitter is a fifth of t | observed | artifact ↗ | 2015-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3930CWSYAKGG8N98PP49B", "signals": [{"quote": "Twitter was really revolutionary for journalists. It was the first time a journalist could write anything without an e | observed | artifact ↗ | 2015-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3930CWSYAKGG8N98PP49B", "signals": [{"quote": "I think for any web app, it's hard to do more than one thing. And Facebook is really good at letting you connect with | observed | artifact ↗ | 2015-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3930CWSYAKGG8N98PP49B", "signals": [{"quote": "for most journalists, it's much easier to just think, I go to Facebook to communicate with my friends. I go to Twitter | observed | artifact ↗ | 2015-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3930CWSYAKGG8N98PP49B", "signals": [{"quote": "news organizations still pay a lot of attention to Facebook in terms of how their stories get shared on Facebook. And | observed | artifact ↗ | 2015-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3930CWSYAKGG8N98PP49B", "signals": [{"quote": "And on Twitter, you wouldn't see the ice bucket stuff. It would go by really quick.", "stance": "neutral", "signal_cla | observed | artifact ↗ | 2015-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3930CWSYAKGG8N98PP49B", "signals": [{"quote": "Like you'd see, wow, the Ferguson stuff in real time was super compelling.", "stance": "bullish", "signal_class": "end | observed | artifact ↗ | 2015-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3930CWSYAKGG8N98PP49B", "signals": [{"quote": "You know, I think on one hand, there's the magic to Twitter that you have like that kind of unfiltered real-time feed. | observed | artifact ↗ | 2015-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3930CWSYAKGG8N98PP49B", "signals": [{"quote": "I think it's actually smart of Twitter now to make that point that we're more than just our logged in users if you hav | observed | artifact ↗ | 2015-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF4CZAZ4K2WWRJDHK3MAD6T", "signals": [{"quote": "If we took those people and stuck them on Twitter, how big would Twitter be? I suspect it'd be half a billion people." | observed | artifact ↗ | 2014-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGYBFT9KVY58ZF04HQKDJSZ", "signals": [{"quote": "the town square is now owned by Facebook and Twitter.", "stance": "neutral", "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2021-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGZDPM3YJ7QNMAHQ6BRB77J", "signals": [{"quote": "I think Jack and the platforms also have a difficult task. Do you leave this person up after what we saw on Wednesday, | observed | artifact ↗ | 2021-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "I went to tweet the story, and it wouldn't let me tweet the story. So the literal New York Post was banned by Twitter. | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "Twitter's insane decision to block the URL.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "Jason | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "Twitter and Facebook overreacted.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "David Sacks", " | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "And now I think there's going to be a third mistake, which is that conservatives are looking to repeal section 230.", | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "I think that would have been the story today, if it weren't for Facebook and Twitter making censorship the story.", "s | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "Well, Jack came out last night and basically said that the reason that they, that they shut down distribution was that | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "I mean, look, if we just take a step back and think about what's happening here, there are more and more and more exam | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "What Chamath is pointing out is that today, Twitter and Facebook make a choice about, and, and YouTube make a choice a | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "I think it's purely market cap driven. If you go from an algorithmic feed to a reverse chronological feed only, I can | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "I think it's very hard to pin a section 230 claim on Reddit as easy as it is, YouTube, Facebook and Twitter.", "stance | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "if you repeal section 230, you're going to make the situation infinitely worse. Because section two, what is the respo | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "I fully agree with you that these sites should not be publishers. The reason why the New York Post story should be tak | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH4VM32CW9Z1YBPT7V4E5MH", "signals": [{"quote": "It was a knee jerk reaction on the part of employees at Twitter and Facebook to to protect the Biden campaign from a s | observed | artifact ↗ | 2020-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6ZM6ETPYNW2WMKV5WC186", "signals": [{"quote": "it's a little bit like uh twitter fact checking uh the politicians they don't like the digital it's it's a it's a form | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6ZM6ETPYNW2WMKV5WC186", "signals": [{"quote": "the reason why twitter is sort of uh you know loved on the left is is precisely because they gave in to the mob and th | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH85ES5038MXBE0PKHDQ61P", "signals": [{"quote": "I don't think so. Yeah, look, I mean, it's such a slippery slope and there's too much room for interpretation. I'm jus | observed | artifact ↗ | 2020-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH85ES5038MXBE0PKHDQ61P", "signals": [{"quote": "Yeah, I mean, call me old-fashioned, but I'm very much in favor of free speech. And I'm against censorship. And, you k | observed | artifact ↗ | 2020-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH85ES5038MXBE0PKHDQ61P", "signals": [{"quote": "One is that the Twitter product is still relatively brittle. I mean, like, at least Facebook has a whole suite of emot | observed | artifact ↗ | 2020-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH85ES5038MXBE0PKHDQ61P", "signals": [{"quote": "I think basically that Facebook is becoming middle America and Twitter is becoming sort of the coasts. And, you know, | observed | artifact ↗ | 2020-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNFETTAWTA3YDJDDKK1K6W0", "signals": [{"quote": "So I've advertised on Twitter before they, they take, take your budget, 10, 20, 50, a hundred K, and then they burn th | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNFETTAWTA3YDJDDKK1K6W0", "signals": [{"quote": "And then, okay, next, you know, and so they, they keep trying new customers until people keep getting burnt. And that' | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNFETTAWTA3YDJDDKK1K6W0", "signals": [{"quote": "Twitter's got no identity, none of these services, and they don't want identity, right? Why don't they want it?", "sta | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNFETTAWTA3YDJDDKK1K6W0", "signals": [{"quote": "They're puffing up their numbers by not.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP5J46PJVDT2BM7RT6JHFHX", "signals": [{"quote": "after Twitter reduced their headcount by 80% or so. Um, that was extreme, but that sort of got Zuckerberg on board wit | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPD566TQ34ZSVX9PS1QSD2Y", "signals": [{"quote": "as we've seen with elon cutting some very significant over 50 of the jobs at twitter", "stance": "neutral", "signal_cl | observed | artifact ↗ | 2023-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "I think it's not in a good place.", "stance": "bearish", "signal_class": "assessment", "speaker_name": "Vinny Lingham" | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "I've used it less now.", "stance": "bearish", "signal_class": "fact_claim", "speaker_name": "Vinny Lingham", "speaker_ | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "I think there's just too many moving parts of Twitter.", "stance": "bearish", "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "the crypto stuff they were doing was actually pretty cool", "stance": "bullish", "signal_class": "endorsement", "speak | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "on payments, I don't think Twitter got anyone payments.", "stance": "bearish", "signal_class": "criticism", "speaker_n | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "I think we're going to see something with crypto and Twitter.", "stance": "bullish", "signal_class": "prediction", "sp | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "payments probably, and crypto is just not top of the list", "stance": "bearish", "signal_class": "assessment", "speake | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "the energy around Twitter is down a little bit", "stance": "bearish", "signal_class": "assessment", "speaker_name": "S | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "I think they'll get to it, but I think they have core product features to figure out.", "stance": "mixed", "signal_cla | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "Well, this is the biggest problem that Twitter hasn't solved yet is identity, right? And until they solve identity, th | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "Twitter should move to ingesting, um, verifiable claims and credentials, uh, in a decentralized way, um, from, you kno | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "As an advertiser previously on Twitter, it was the biggest waste of money I've ever spent because they, you know, what | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPX88YYVFS15T2NVEM9E96W", "signals": [{"quote": "The bigger picture here is that Elon's not wrong. Okay. If you move to a, an advertiser list service or a lower advert | observed | artifact ↗ | 2023-03-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ1HF0VN58KW0E7QA0M156B", "signals": [{"quote": "Normally when Zuck copy copies a feature, it's because that feature is wildly successful, which so far does not seem t | observed | artifact ↗ | 2023-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSQ1Z02AW4RGSMXGG9SAVN", "signals": [{"quote": "what i see happening in venture and there's a big effect here since elon took over twitter this elon effect i mean he' | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSQ1Z02AW4RGSMXGG9SAVN", "signals": [{"quote": "be perfectly honest jason i hope i hope that i can put him there i listen nobody can doubt elon's credentials as a vis | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQV1V5S92XKDB0NNG84KD8V", "signals": [{"quote": "like twitter makes me feel bad and also is necessary for the job that i do now", "stance": "mixed", "signal_class": "a | observed | artifact ↗ | 2022-12-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQV1V5S92XKDB0NNG84KD8V", "signals": [{"quote": "twitter is media mostly what i do a very small number of people contribute and create on twitter and the vast vast maj | observed | artifact ↗ | 2022-12-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR315N5D6J46ANDDBPFR230", "signals": [{"quote": "Uh, Elon said, Apple is, uh, has also threatened to withhold Twitter from its app store, but they won't tell us why, y | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRP0EGXHNWFS60DKY3GSCW6", "signals": [{"quote": "parlor so people know is a clunky version of twitter", "stance": "bearish", "signal_class": "criticism", "speaker_name | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRP0EGXHNWFS60DKY3GSCW6", "signals": [{"quote": "raised a bunch of funding it was like 2018", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRP0EGXHNWFS60DKY3GSCW6", "signals": [{"quote": "parlor has been it has gone invisible right like it is moribund at best it seems to have had like an initial bump in p | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRP0EGXHNWFS60DKY3GSCW6", "signals": [{"quote": "that by the way is probably on the verge of bankruptcy that raised like 56 million dollars and then the last round was | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRP0EGXHNWFS60DKY3GSCW6", "signals": [{"quote": "it's not going to change the social media ecosystem very much this is still going to remain a niche player in a small | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRP0EGXHNWFS60DKY3GSCW6", "signals": [{"quote": "so there's still a threat and when you look at chip production for example uh tsmc is the biggest semiconductor manufa | observed | artifact ↗ | 2022-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQE946EKQN0FRHB6R4BVSB", "signals": [{"quote": "i look at twitter as like the new uh you know conference circuit it's a new circuit where you would meet people build | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQE946EKQN0FRHB6R4BVSB", "signals": [{"quote": "twitter's still the water cooler for our i think certain industries are very sticky on twitter mvc happens to be one o | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQE946EKQN0FRHB6R4BVSB", "signals": [{"quote": "those both have to do with networking in order to get deal flow or information and they also are um industries where y | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQE946EKQN0FRHB6R4BVSB", "signals": [{"quote": "when you're a vc or you're a journalist it's like yeah i'm talking to sources no i'm sourcing deals so really on a sou | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRV8AZYP23BB2Z1AEEMJXCD", "signals": [{"quote": "I mean, Facebook had something called like, um, custom audiences, right? You upload your email list, and it kind of tr | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRV8AZYP23BB2Z1AEEMJXCD", "signals": [{"quote": "potentially you don't even need, uh, don't let Casey or you or me hear this. But if you're Twitter, you don't even nee | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRVQAZN5BHSQ5A55ZW0ZQK6", "signals": [{"quote": "I think it's got tremendous potential. I've said that forever. I think it's got incredible, incredible potential.", "s | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRVQAZN5BHSQ5A55ZW0ZQK6", "signals": [{"quote": "Um, and if you can land two rockets at the same time and build a million electric cars, whatever it is, um, I think yo | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRVQAZN5BHSQ5A55ZW0ZQK6", "signals": [{"quote": "I cannot imagine any scenario in which the board, uh, is going to say no to the price that is a significant premium ov | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRVQAZN5BHSQ5A55ZW0ZQK6", "signals": [{"quote": "trading shares of Twitter were halted. Almost immediately after, but before they were halted, they shared, they climbe | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS04ZVKSBG8RP4721Y4X1F0", "signals": [{"quote": "she should just build a competitor and go for the gold.", "stance": "bearish", "signal_class": "prediction", "speaker_ | observed | artifact ↗ | 2022-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS04ZVKSBG8RP4721Y4X1F0", "signals": [{"quote": "well, yeah, but building on somebody else's network effects is a really straightforward path, which is not what a VC s | observed | artifact ↗ | 2022-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS04ZVKSBG8RP4721Y4X1F0", "signals": [{"quote": "Except then Twitter banned the use of like, repeating tweets. And then they built their own scheduling software.", "st | observed | artifact ↗ | 2022-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS04ZVKSBG8RP4721Y4X1F0", "signals": [{"quote": "whether that's, you know, YouTube or Twitter or Facebook or TikTok or whatever, all revolve around capturing as much h | observed | artifact ↗ | 2022-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "I'm here today because Twitter leadership is misleading the public, lawmakers, regulators, and even its own board of d | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "and the interactivity, the UX level, that was their expertise and genius. And then their Achilles heel has always been | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "the fact that those people are being compromised, and then the internal stuff, when he said, like, half of the people | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "But this is this is really troubling that his act if his accusation turns out to be accurate, that the management team | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "this felt like the smoking gun to me.", "stance": "bearish", "signal_class": "assessment", "speaker_name": "SPEAKER_07 | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "Twitter is a disaster.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_89", "speaker_labe | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "it is a disaster is a disaster as a product. It's a disaster with respect to security.", "stance": "bearish", "signal_ | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "This is an existential risk to the company.", "stance": "bearish", "signal_class": "assessment", "speaker_name": "SPEA | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "management has been inept. That's not there's no question about that. We know that we see it, we literally feel it as | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "if that's true, it's game over for the entire management team there.", "stance": "bearish", "signal_class": "predictio | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "it's hundreds of millions in fines, and settlements with shareholders. That's my prediction.", "stance": "bearish", "s | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS68QQVAHT722G564ZSZAY7", "signals": [{"quote": "historically been a disaster.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "Jason Calacanis", " | observed | artifact ↗ | 2022-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS6V4XDWBWVH2GNFW96EYT3", "signals": [{"quote": "your first twitter account with your phone number and email is free your next twitter account you know if you use the | observed | artifact ↗ | 2022-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS772DZ05YY7ZTVPME589KA", "signals": [{"quote": "and then there's jack uh third example uh with twitter and square and i think everybody believes that was a failure an | observed | artifact ↗ | 2022-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "In the spring of 2022, evidently, after quietly allowing adult content on the service, Twitter was thinking, hey, we c | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "However, when they, to your point, went ahead and tried to enact this new project, ACM Adult Content Monetization, the | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "this is like Twitter clearly trying to explore some ways to get additional revenue because being advertising supported | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "unlike its larger peers, including Google and Facebook, Twitter has suffered from a history of mismanagement and a gen | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "the company has invested far less in content moderation and user safety than its rivals in 2019. Mark Zuckerberg boast | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "they're in a trap now where they want to find ways to make more money, but they haven't historically made enough money | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "I understand that they were probably thinking that would be an easy way to make money, although it is not.", "stance": | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "Twitter, come on, like, you'd be better off issuing NFTs as a way to try to make money than getting into an OnlyFans t | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "If Twitter collected, if Twitter collected and curated, because the thing that I use Twitter for, frankly, is seeing t | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "I bet he's gonna do a great job when he doesn't want it anymore. It's gonna be awesome. I can't wait to have another c | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSC0459Q4V5RTDRMR8F7HBY", "signals": [{"quote": "Twitter, just issue an NFT. It'll do better than board apes are doing these days.", "stance": "bullish", "signal_class | observed | artifact ↗ | 2022-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "the idea that you could have, because they're going to have these personalized hubs. And it's going to be like all you | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "Twitter would be wise to say what are your other feeds in the world? And maybe we'll suck them in here, right? And tha | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "I don't understand why the people at Twitter are so dumb.", "stance": "bearish", "signal_class": "criticism", "speaker | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "they're slowly rolling out these like have these value ads. But the idea of rolling all of that together into one mega | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "if I could just if it said add your RSS feed here, your podcast, then it would have my tweets, my replies, my podcast, | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "Twitter already has a good business. Take things like Patreon, make it free on Twitter, take email, make it free on Tw | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "mine, and they screwed up. Yeah, and Periscope, they screwed those up.", "stance": "bearish", "signal_class": "critici | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "The home of the most engaging conversations in the world is a great starting point.", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "That's great. That's great. Yes. So I would just start with that Twitter, Twitter is the home of the most engaging con | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "they are doing super follows where you pay people. Yeah, they are doing they bought review the newsletter thing. So on | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "if Twitter, like pulls this off and becomes a place where creators can have their whole selves. Yeah, and all the thin | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSCVEVJVA69M4353BRE4XSE", "signals": [{"quote": "Twitter wants to help podcasters, you know, Microsoft wants to help developers, Apple, Google want to help developers, | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "Twitter's former security chief Peter Zatko better known as Mudge came forward at this exact time in history. Great. A | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "the platform policy platform policy toward fake accounts incentivized, quote, deliberate ignorance by undercounting sp | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "those are words by people who this person is whistleblowing, who are culpable if this stuff is true. So, you know, of | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "But he also claimed that foreign agents worked for Twitter and had access to user information,", "stance": "bearish", | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "the incentive structure was to downplay the bots. And then the second thing is, oh my God, like if they're give, if ev | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "What if somebody gets into the president's account, or CNN's account, and they say, a bomb just went off? Well, that's | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "So this is the danger is like, if these are, if this is the official communication platform for important people in th | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "Twitter has already made a huge change to its organization, they're merging the health experience team, which is in ch | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "the fact that this high of a person leaked, like Francis Haugen, all due respect, was a researcher at Facebook, wasn't | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "He sent all this information to the SEC. That's one set of huge problems like crazy lawsuits for the next five years o | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "this is going to have reverberations that are well beyond anything we've seen in tech, like this is a level of bomb, a | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "Here you have SEC, like could be criminal complaints, if they didn't disclose this information to shareholders, like t | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "I think it is clear that a person who probably should worry about his legacy over time is Jack Dorsey. Because most of | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSE6JVNKP3KNW5STX2WFTE2", "signals": [{"quote": "maybe the answer is you shouldn't have a halftime CEO for a platform with 200 million plus people.", "stance": "bearis | observed | artifact ↗ | 2022-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "I think this is going to be a long drawn out process. And then eventually end in a way for both parties to save face a | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "either a different price, or, you know, maybe additional investment from Elon, I think that might be, I heard some peo | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "Yeah, I think it's time to move on and put this ugliness behind us.", "stance": "neutral", "signal_class": "endorsemen | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "no matter what, I think it will have done pretty lasting damage to Twitter, like certainly to morale, certainly to, yo | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "fundamentally, this is not how contracts work. You don't, there is no, you signed and agree, like diligence is the thi | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "the only person I listen to on this ever is Matt Levine, because he's always just, I mean, and he just is like, look, | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "if you're an average everyday person, and you come to Twitter, and you start to try to use it, it's you find it like b | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "100 million people is not niche, like 20 million would be niche.", "stance": "bullish", "signal_class": "assessment", | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "What if Twitter, when you're a new user, just gave you the best of, and then as you interacted with stuff, it just wen | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "it feels like historically, Twitter has chosen to be closer in spirit to Reddit, then to Facebook or tick tock.", "sta | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "God, it's still such an inspiring platform. And I'm still so addicted to it. I was like, God, I'm spending too much ti | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "But that's what I'm saying. It's a niche product for like white guys with huge followings who have a lot of fun and do | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "I increasingly in the past, I mean, I would say over the past, like seven or eight years have found the transaction co | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "It's not as fun. Yeah. It used to be a lot more fun.", "stance": "bearish", "signal_class": "criticism", "speaker_name | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "I agree that it's become less and less fun and talking in your group chat is better. That's why I think they released, | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "circles and community, all three of those are really interesting.", "stance": "bullish", "signal_class": "endorsement" | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "So the product velocity is good. Leave it alone. Elon, the product velocity is great.", "stance": "bullish", "signal_c | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "I don't think they want to let them off for the billion. If that was the case, I think it would have happened.", "stan | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "it's, it's pretty obvious to anybody who's close to Twitter or who knows people there that it's completely mismanaged | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "my guess is I have no inside information. I'm just handicapping based on what I've seen in the industry is six to nine | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4H91A7CZ6GS49WCHSRMGY", "signals": [{"quote": "the power move would be for Twitter to get permission to do layoffs and stuff like that, to make the business even str | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTH2QVTAMP5S5HMN5CZ8QVT", "signals": [{"quote": "twitter never really opened up their ad um you know sharing they do put ads in front of select people like you know cb | observed | artifact ↗ | 2022-06-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "i'm interested now that elon musk is going to have access to this data which by the way other companies have had acces | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "i think that elon musk sees things that other people don't so um maybe he'll find something that was previously undisc | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "the fact that this is elon musk and it's twitter and it's such a big story we all focus on every little twist and turn | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "should the twitter board accept something in the middle they probably don't have to because of the way elon musk went | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "tesla one of the most successful companies of our generation in the world at the moment one of the biggest market caps | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "twitter plans to comply with elon musk's demands for data", "stance": "neutral", "signal_class": "fact_claim", "speake | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "elon musk had had been threatening to walk away from the twitter deal saying that twitter's refusal or inability to co | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "the texas attorney general coincidentally starts investigating twitter over its bot situation so the maximum pressure | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "twitter is now trading well below the fifty five two five five four twenty whatever amount that he offered", "stance": | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "maybe it's a to get a better deal", "stance": "neutral", "signal_class": "prediction", "speaker_name": "Molly", "speak | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "he actually has no legal right to cancel this deal right he has signed a contract and actually the contract probably e | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "because it's elon musk who one of our our noties referred to the other day as like a sovereign state you know he can a | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "this sort of existential uncertainty is probably new what happens if musk comes in and buys this and takes it private | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTM3TNYBE40V748CFV8TZF5", "signals": [{"quote": "on the one hand there is the letter of the law there's an existing contract it affords no rights to due diligence mate | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTMZV36C2CC79W1AH9N3Z8Z", "signals": [{"quote": "she seems to have found a nugget that suggests that Twitter is a need working on custom timelines driven by custom alg | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTMZV36C2CC79W1AH9N3Z8Z", "signals": [{"quote": "Right now, we have zero agency when it comes to the algorithm. There is no choice but to accept the algorithm from tic | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTMZV36C2CC79W1AH9N3Z8Z", "signals": [{"quote": "And what I think? Yeah, for sure. What we'll find is an interesting, like real time social experiment and what people | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTMZV36C2CC79W1AH9N3Z8Z", "signals": [{"quote": "the doom scrolling is not working for me. Like I, the, I realized with this gun stuff and the school shooting, like, I | observed | artifact ↗ | 2022-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTP90QX401JA725KFMPEPVF", "signals": [{"quote": "We've also got Elon Musk accusing Twitter of withholding material bot information. Big news there.", "stance": "neutra | observed | artifact ↗ | 2022-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTZY22JED2K01681YXKZPHY", "signals": [{"quote": "the company has announced a hiring freeze and head of product cave on big poor was fired while on paternity leave", "s | observed | artifact ↗ | 2022-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTZY22JED2K01681YXKZPHY", "signals": [{"quote": "their shipping of spaces uh was done very fast uh in response to competitors and um twitter blue they got it out there | observed | artifact ↗ | 2022-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTZY22JED2K01681YXKZPHY", "signals": [{"quote": "they need to make a lot of quick decisions here and and maybe well that's my question consolidate who's in charge mayb | observed | artifact ↗ | 2022-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTZY22JED2K01681YXKZPHY", "signals": [{"quote": "i wish elon well in it and i hope it happens i i really hope it happens and yeah diligence is important", "stance": "b | observed | artifact ↗ | 2022-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV28GJ20RYJMHN7FW83AT8Y", "signals": [{"quote": "twitter has a great idea", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jason Calacanis", "spe | observed | artifact ↗ | 2022-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV28GJ20RYJMHN7FW83AT8Y", "signals": [{"quote": "this is what i like about the asking these questions what's helpful and unhelpful is it's uh creating a critical think | observed | artifact ↗ | 2022-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV28GJ20RYJMHN7FW83AT8Y", "signals": [{"quote": "and we're bouncing back and forth between the mod view and the public view and the this and that and you know so but y | observed | artifact ↗ | 2022-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "I love Twitter. Twitter is the closest thing we have to a global consciousness.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "Twitter as a company has always been my sole issue and my biggest regret.", "stance": "bearish", "signal_class": "crit | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "Taking it back from Wall Street is the correct first step.", "stance": "bullish", "signal_class": "endorsement", "spea | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "And I could have done it, but I am saying nobody would take my company away from me and I wouldn't sit there and have | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "It's weirdly, it's describing Yahoo, like he's sort of, but at some point that middle layer always becomes a company, | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "Well, they did set this thing up with out founder authority.", "stance": "neutral", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "I think, um, yeah, Jack is saying like Elon's a great steward of the brand, I think not, I think it being private will | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "Jack went on to say that Elon and Parag share the same goal of creating a maximally trusted and broadly inclusive plat | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "And he's, he writes, thank you both for getting the company out of an impossible situation.", "stance": "bullish", "si | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "It's going to result in a company going sideways.", "stance": "bearish", "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "The good news is during this last decade, Twitter didn't die. Twitter could have died during this whole thing.", "stan | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "I mean, we'll all get our last thoughts in, but I did think to myself watching the Sturm and Drong and everybody freak | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV7WE8A1M3ZZRRJYNZXSQEB", "signals": [{"quote": "The guy's coming in. He's executed. Well, he's got a vision. He's been pretty clear and upfront about what it is. Give | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "the system can only get better from here. I mean the amount of bots and brigading and madness on the platform is alrea | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "I think it's going to be be great for Twitter, the product. I think it'll be great for Twitter, the employees. I think | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "Twitter has evidently canceled its corresponding earnings call", "stance": "neutral", "signal_class": "fact_claim", "s | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "the transaction was unanimously approved by the board just a week after that same board approved a poison pill", "stan | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "After the deal is completed, Twitter will become a private company just like that.", "stance": "neutral", "signal_clas | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "The purchase price represents a 38% premium to Twitter's closing stock price on April 1st, 2022.", "stance": "neutral" | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "and you end up with just this kind of reinforcing negativity. Like, remember how it used to be fun to fight on Twitter | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "the product has been a disaster for a decade.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPE | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "We all use it in this disastrous, broken format already. Yeah. I think it's only gonna get better.", "stance": "bullis | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "I think it's going to be absolutely fantastic. I think, you know, he's gonna bring a level of transparency.", "stance" | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "if you look at all three of those, man, these were hard decisions, weren't they,", "stance": "neutral", "signal_class" | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "these were unprecedentedly difficult decisions in the case of Trump insurrection.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "Elon Musk is very thoughtful and his companies tackle incredibly complex problems. Yeah. This is an incredibly complex | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "So Twitter should sell, you know, analytics tools and give incredible customer support and insights to, um, companies | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "the poll in our YouTube among the notice currently sits at should Twitter expand its paid product 77%. Yes, 23%. No, l | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "Imagine if it gave me like metrics and insights and customer support. Like imagine you paid $100 a year and you could | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "Twitter could have killed LinkedIn years ago. And imagine stopping the perverse incentives of like, Oh, we hired this | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "I think the number of bots will go down by 80 or 90%.", "stance": "bullish", "signal_class": "prediction", "speaker_na | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "Twitter allows them to create legions of bots because it makes the numbers look good, increases the number of tweets, | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8GB9H2QP317QH7GM90881", "signals": [{"quote": "it actually would have addressed many of the things that made Twitter so effective in terms of and Facebook made them | observed | artifact ↗ | 2022-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV95H5Q8HBG2QQ50F04EGAS", "signals": [{"quote": "This is, um, this company has never had to really focus.", "stance": "bearish", "signal_class": "criticism", "speaker_ | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV95H5Q8HBG2QQ50F04EGAS", "signals": [{"quote": "he still in theory cannot write the, the poison pill is still in place. So what gets really dishy here is that this so | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV95H5Q8HBG2QQ50F04EGAS", "signals": [{"quote": "I'm guessing the majority of shareholders would rather see Elon run the company than the current management.", "stance | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV95H5Q8HBG2QQ50F04EGAS", "signals": [{"quote": "I think they would rather see there be half as many employees and maybe some number of them come to an office and comp | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV95H5Q8HBG2QQ50F04EGAS", "signals": [{"quote": "When I say the end of Twitter, as we know it, I don't mean the product. I mean, the end of Twitter in its sort of curr | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVB53BVK8N04H76G7837MRG", "signals": [{"quote": "what this says to me is that there was just always a power vacuum and so the board came in and was like trying to medd | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVB53BVK8N04H76G7837MRG", "signals": [{"quote": "i'm not a hundred percent prepared to take jack's word unquestioningly here because he was also he was running two dif | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVB53BVK8N04H76G7837MRG", "signals": [{"quote": "they had a really good run of buying stuff periscope and vine what could have been like their instagram and whatsapp t | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVB53BVK8N04H76G7837MRG", "signals": [{"quote": "would twitter be different if jacket had the same share as market as mark zuckerberg does in facebook and that yeah is | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVB53BVK8N04H76G7837MRG", "signals": [{"quote": "twitter because you know no one is so evidently in charge operates a little bit like a dow and here is jack saying lik | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBP6E0YW563E9TQC6N7FRT", "signals": [{"quote": "the offer to buy twitter has exposed twitter in so many ways right we talked about this last week about how it's expos | observed | artifact ↗ | 2022-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBP6E0YW563E9TQC6N7FRT", "signals": [{"quote": "i think a break is healthy it's an addiction um it's a real lean forward and if you're writers if you're doing journal | observed | artifact ↗ | 2022-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBP6E0YW563E9TQC6N7FRT", "signals": [{"quote": "i think there's we're starting to confront these real questions about whether it is good for our health our discourse | observed | artifact ↗ | 2022-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBP6E0YW563E9TQC6N7FRT", "signals": [{"quote": "be really impactful i'm noticing people wanting to because what people build on twitter is communities of people that | observed | artifact ↗ | 2022-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBP6E0YW563E9TQC6N7FRT", "signals": [{"quote": "i'm definitely noticing that although twitter was late to the game and the idea of you know what like god help us face | observed | artifact ↗ | 2022-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBP6E0YW563E9TQC6N7FRT", "signals": [{"quote": "well you it there's an option it has enough traction that spammers are drawn to it so i put it on", "stance": "bullish | observed | artifact ↗ | 2022-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBP6E0YW563E9TQC6N7FRT", "signals": [{"quote": "communities take active management that's what i've learned is like and there's no active management on twitter there' | observed | artifact ↗ | 2022-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "Twitter confirmed that it is going to implement what's known as a poison pill. Basically, if any single shareholder or | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "the tone throughout, I was told it's very clear Twitter is going to fight this.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "employees are mentally already in the space of when we get taken over what happens. So it's almost like mentally, Elon | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "I just think Twitter's in like a lose-lose situation here.", "stance": "bearish", "signal_class": "prediction", "speak | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "if the Musk deal falls apart, the stock's going to tank, you know, everybody's underwater and they have to maybe find | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "we're going to do a rigorous process is what he said, which means run a process, get other bids, see if there's any ot | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "The stock has gone largely sideways since it went public a decade ago. I mean, the first day it closed up. Yeah. It's | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "but it's been mismanaged.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_135", "speaker_ | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "expose how weak Twitter really is right. As a company it's exposed. It's got everybody talking about how, if you bough | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "if Twitter is a private company, the SEC doesn't have jurisdiction in that way over a private company.", "stance": "ne | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "that was basically the entire float of Twitter during that period. There was no way that one person buying that on the | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "During that period, there was only 3 billion and he bought all 3 billion, uh, in terms of shares bought.", "stance": " | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "No big tech company can buy it. Apple, Microsoft with Lena Khan running the show. Um, Salesforce. Nobody, maybe Salesf | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCH6A7B2MV06WEH99Q21XF", "signals": [{"quote": "Would they outbid Elon? I doubt it.", "stance": "bearish", "signal_class": "prediction", "speaker_name": "SPEAKER_07", | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "Elon has offered to purchase all outstanding shares of Twitter and take the company private in a deal that would be wo | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "I could see Twitter doubling or tripling in value, especially under Elon, who, you know, is a, a product genius, obvio | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "I thought it would just be a cacophony of lunacy, which I was right.", "stance": "bearish", "signal_class": "criticism | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "let's take it private and bring as many of the investors along as possible, because then that would lower his burden o | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "One of the things that I believe Twitter should do is open source the algorithm and make any changes to people's tweet | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "A fantastic change because as you just astutely pointed out Molly, the algorithm is not designed with, um, society, fr | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "Civilizational risk is decreased if Twitter, the more we can increase the trust of Twitter as a public platform. And I | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "I think like what's so weird about this is that at the end of the day, Twitter, we're in this position for a lot of re | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "I would take the opposite of that, which is, you know, if I'm willing to bet my own capital and take a big risk in ord | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "none of these platforms are an honest broker of information. Exactly. Yeah, they're all doing it for financial incenti | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "I think Jack's vision of where he wanted to take Twitter is shared, because Jack is a radical free speech in his belie | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "if you're under the pressure of make it grow, and bots are 20% of the growth, and spam accounts are 20% of the growth. | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "They literally in a weekend could solve the bot problem. They could solve the brigading problem.", "stance": "bullish" | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "I guarantee you if Elon controlled Twitter, it would be 100 times more sustainable, delightful, less toxic for people | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "If they made the very and obviously Elon is very supportive of the same idea. And I think he came to it himself. I don | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "Now you've got a revenue stream that I think would generate 300, 400, 500 million dollars out of the gate. Yep. But it | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "if you look at Twitter's largest shareholders, obviously people talked about Elon owning 9.2% at this point, which he' | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "So if Vanguard and BlackRock are roughly 13% of Twitter and have a hundred billion, they're obviously familiar with El | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDBR3E34P79YBBTSE2RPJK", "signals": [{"quote": "And so I think you'll have a series of people who would very much shareholders in Twitter would very much like it to b | observed | artifact ↗ | 2022-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEB18MZQ16A44QW4H5G70R", "signals": [{"quote": "There is no greater product person or executive. And it's kind of obvious just in terms of like experience and success | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEB18MZQ16A44QW4H5G70R", "signals": [{"quote": "I'd rather see Elon talking about the product all day long.", "stance": "bullish", "signal_class": "endorsement", "spe | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEB18MZQ16A44QW4H5G70R", "signals": [{"quote": "And there was a very vibrant discussion about the product this weekend, including Twitter blue, which I have, and whic | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEB18MZQ16A44QW4H5G70R", "signals": [{"quote": "So if you're on the board of a company like this, you can't talk about the product anymore. That's over.", "stance": " | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEB18MZQ16A44QW4H5G70R", "signals": [{"quote": "There is a version in which there could be a bidding war for Twitter shares and that would be pretty interesting, righ | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEB18MZQ16A44QW4H5G70R", "signals": [{"quote": "I think it's worth looking at why Twitter might be dying. Like, I still use Twitter a fair amount. But my usage has ce | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEB18MZQ16A44QW4H5G70R", "signals": [{"quote": "Twitter probably is dying, because as a product, there's very little upside. Like you can get attention, you can build | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEB18MZQ16A44QW4H5G70R", "signals": [{"quote": "all that bot problem could be easily solved. And I think Twitter is like technically incompetent and just doesn't solv | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEB18MZQ16A44QW4H5G70R", "signals": [{"quote": "if Twitter is going to become a better product, it's going to become less of a town square.", "stance": "neutral", "si | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVEB18MZQ16A44QW4H5G70R", "signals": [{"quote": "reporters can still be on Twitter, but are encouraged to quote, meaningfully reduce how much time you're spending on t | observed | artifact ↗ | 2022-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVGNHKKBR14AG70VT7Q930R", "signals": [{"quote": "Twitter is debating the edit button again and looks like it's coming", "stance": "neutral", "signal_class": "fact_clai | observed | artifact ↗ | 2022-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVGNHKKBR14AG70VT7Q930R", "signals": [{"quote": "The answer is no. The reason there's no edit button, there hasn't been an edit button traditionally, is we started as | observed | artifact ↗ | 2022-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "massive sec disclosure this morning that uh my pal elon bought 9.2 percent of twitter two weeks ago", "stance": "neutr | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "we'll take a look and discuss if he is going to become an activist shareholder or not i'm just laughing because the or | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "i think it's a savvy purchase uh because twitter has gone sideways in terms of as a stock and most would argue as a co | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "who better to run it than a power user who is great at entrepreneurship this is going to make more people want to work | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "i think he loves the product i honestly think that that's what it is he loves the product and cares about it and think | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "covet comes to mind like you weren't allowed to talk about the masks or masks not working or", "stance": "bearish", "s | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "twitter does not have board control in the same way and that's been that's why they had to you know make those changes | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "they have proper governance at twitter where no one board member can have too much influence", "stance": "bullish", "s | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "largest shareholder is an interesting headline minor shareholder is the reality here like very minor shareholder with | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "they don't have the super majority so you don't have a god king queen over here making all the decisions right uh but | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "it's been sideways in terms of like pro i mean they have increased the product velocity but as a company they haven't | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVJ21RH16DW3HP8DHAMJ23J", "signals": [{"quote": "strong to say that it's sideways as a business when we have seen spaces we have seen twitter blue like", "stance": "bu | observed | artifact ↗ | 2022-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQBM1CKV9R2ECQ6QPM75SF", "signals": [{"quote": "youtube meta reddit and twitter did not provide proper information and records on the spread of misinformation efforts | observed | artifact ↗ | 2022-01-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWXSMZF4SBDGP1R4VZR0RZY", "signals": [{"quote": "twitter started as a protocol the free speech wing of the free speech party then corporate and political incentives le | observed | artifact ↗ | 2021-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWXSMZF4SBDGP1R4VZR0RZY", "signals": [{"quote": "it is the question that monetization drives is are you going to let your product become an unusable cesspool where the | observed | artifact ↗ | 2021-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWXSMZF4SBDGP1R4VZR0RZY", "signals": [{"quote": "jack i think had a hard time maintaining the service known as twitter in the age of trump which is the trolley car pro | observed | artifact ↗ | 2021-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "company and i think you're a key piece of the twitter blue experience correct", "stance": "bullish", "signal_class": " | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "they uh actually invested in our series a although that wasn't uh public", "stance": "neutral", "signal_class": "fact_ | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "they were like look we want to come in with uh a subscription service we want to try and build and like be the kind of | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "the phrase that i've been hearing at twitter a lot over the last six months that i've been there is like how can we be | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "a large portion of what uh you you give to twitter for that subscription actually funds the journalism uh that you rea | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "with twitter blue you also have the ability to customize your kind of bottom of the app nav and so i just put it direc | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "i don't need to have spaces or communities so i can turn off spaces and communities and replace it with top articles a | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "it blew my mind because it completely changed my notion of a thread i'd always been thinking about them as just like i | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "the mouse and the revenue quarter by quarter uh twitter doing quite nicely", "stance": "bullish", "signal_class": "ass | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "and i think it's cave on that there is an open-mindedness to experimentation here now", "stance": "bullish", "signal_c | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "one of the things that really kind of like made me feel very good about twitter when i joined was we experimented with | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "the fleets experiment was like okay people are just putting their tweets in fleets it doesn't make any sense and that | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZ0NV52REBVE359B1KGM52", "signals": [{"quote": "so i think one of the things that if you're thinking about kind of areas where we're trying to go with twitter blue it | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX3WXNA1WN5Z7N29QKQ9MWE", "signals": [{"quote": "I just saw on Twitter, they were going to do NFTs in your wallets and verify that if you're going to use an NFT of the | observed | artifact ↗ | 2021-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX3WXNA1WN5Z7N29QKQ9MWE", "signals": [{"quote": "there's no reason that Twitter could not turn everybody's account into a wallet and then start accepting crypto distri | observed | artifact ↗ | 2021-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX3WXNA1WN5Z7N29QKQ9MWE", "signals": [{"quote": "So that was probably one of the things that led to Jack giving up the CEO seat. New technologies emerging, you have Sq | observed | artifact ↗ | 2021-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX4CKW6NP7RGBEMM99PBQ3S", "signals": [{"quote": "it's the day after Jack said he is leaving as CEO and will be leaving the board of our favorite company and favorite s | observed | artifact ↗ | 2021-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX4CKW6NP7RGBEMM99PBQ3S", "signals": [{"quote": "the goal is obviously preventing harassment, which is great.", "stance": "bullish", "signal_class": "assessment", "spe | observed | artifact ↗ | 2021-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX4CKW6NP7RGBEMM99PBQ3S", "signals": [{"quote": "The official wording is confusing.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_00", " | observed | artifact ↗ | 2021-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX4CKW6NP7RGBEMM99PBQ3S", "signals": [{"quote": "it is a very important thing that social media companies get this right.", "stance": "bullish", "signal_class": "endor | observed | artifact ↗ | 2021-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX4CKW6NP7RGBEMM99PBQ3S", "signals": [{"quote": "in September 2020, Twitter was named in a lawsuit by a man who claimed he was incorrectly doxed as a white supremacist | observed | artifact ↗ | 2021-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX4CKW6NP7RGBEMM99PBQ3S", "signals": [{"quote": "I don't think it's as bad as it looks. And the timing certainly makes people's minds wander. But I don't think that th | observed | artifact ↗ | 2021-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX4CKW6NP7RGBEMM99PBQ3S", "signals": [{"quote": "the algorithms are just too powerful, maybe things should not get shot up to the top of everybody's feeds all the time | observed | artifact ↗ | 2021-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX4CKW6NP7RGBEMM99PBQ3S", "signals": [{"quote": "So good on Twitter for doing this, and maybe not the best communication. But this is an opportunity. Jack was pretty a | observed | artifact ↗ | 2021-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX5KA51WC46WKTV05ZMD70T", "signals": [{"quote": "They're currently cruising at a $36 billion market cap. Q3 revenue was $1.28 billion. Pretty amazing.", "stance": "bul | observed | artifact ↗ | 2021-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX5KA51WC46WKTV05ZMD70T", "signals": [{"quote": "just times it by four, you're at exactly 5 billion means Twitter is trading at about seven times their sales, which is | observed | artifact ↗ | 2021-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX5KA51WC46WKTV05ZMD70T", "signals": [{"quote": "it feels like Jack is more interested in Bitcoin and Dow's and cryptocurrency than he is maybe in Twitter.", "stance": | observed | artifact ↗ | 2021-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX5KA51WC46WKTV05ZMD70T", "signals": [{"quote": "product velocity at Twitter has been extraordinary for the last two or three years, they work kind of stagnant, there | observed | artifact ↗ | 2021-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX5KA51WC46WKTV05ZMD70T", "signals": [{"quote": "I think he got Twitter on exceptional footing, the products gotten better and better. They were launched Twitter blue, | observed | artifact ↗ | 2021-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX5KA51WC46WKTV05ZMD70T", "signals": [{"quote": "It's a product that will be with us for a long time. Does it have problems? Is it full contact? Is it crazy? Sometimes | observed | artifact ↗ | 2021-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXFWRJ245S96AHD8SGB0G4J", "signals": [{"quote": "in our first story today apple's privacy features that you've heard about from their ios 14.5 update are costing accor | observed | artifact ↗ | 2021-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXFWRJ245S96AHD8SGB0G4J", "signals": [{"quote": "facebook twitter youtube and snapchat quote lost 12 of revenue in the third fourth quarters or 9.85 billion", "stance" | observed | artifact ↗ | 2021-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXFWRJ245S96AHD8SGB0G4J", "signals": [{"quote": "according to the financial times article twitter ads quote rely more on context and branding than on tracking consumer | observed | artifact ↗ | 2021-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJ6P6WTF4J7EFJZFX7SEW3", "signals": [{"quote": "q3 revenue 1.28 billion that's 37 percent year over year we talked about this on the program if you're above 20 30 per | observed | artifact ↗ | 2021-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJ6P6WTF4J7EFJZFX7SEW3", "signals": [{"quote": "so you can take out profitability for this year i'm sorry for this quarter and you can just strike it from the year be | observed | artifact ↗ | 2021-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJ6P6WTF4J7EFJZFX7SEW3", "signals": [{"quote": "i think there could be some acquisitions that occur that would be really great if they could buy some things that mayb | observed | artifact ↗ | 2021-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJ6P6WTF4J7EFJZFX7SEW3", "signals": [{"quote": "twitter is a very unique product in the world it's super influential among a certain cohort of people they've never be | observed | artifact ↗ | 2021-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJ6P6WTF4J7EFJZFX7SEW3", "signals": [{"quote": "the biggest right here i think is that the apple ios 14.5 app tracking transparency features which launched in may tho | observed | artifact ↗ | 2021-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJ6P6WTF4J7EFJZFX7SEW3", "signals": [{"quote": "i do believe the velocity of products at twitter is moving faster", "stance": "bullish", "signal_class": "assessment", | observed | artifact ↗ | 2021-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJ6P6WTF4J7EFJZFX7SEW3", "signals": [{"quote": "twitter space is doing great", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Jason Calacanis", " | observed | artifact ↗ | 2021-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJ6P6WTF4J7EFJZFX7SEW3", "signals": [{"quote": "i'm starting to think i don't even need mailchimp anymore because review is giving it to us for free it's kind of a bi | observed | artifact ↗ | 2021-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJ6P6WTF4J7EFJZFX7SEW3", "signals": [{"quote": "we've already started to deprecate our our mailchimp account to just try to get that payment from you know what is 18 | observed | artifact ↗ | 2021-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "elon put in a bid to buy twitter outright on thursday and take the company private in a deal worth 43 billion dollars" | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "the board of directors you know the professional board of directors has decided they would like to get personally sued | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "the twitter's poison pill basically says that if you get to 15 percent you're essentially locked out from a right that | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "i think what elon will try to do is essentially use the public pressure that's going to build and the existing shareho | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "it's their judgment at this point that they should get more for the stock given where they think the company's headed | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "let me make the case for the clear cut for the clear cut case here", "stance": "bullish", "signal_class": "endorsement | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "parag knows that if elon buys this company he is out of a job his head is on the chopping block he is fired right away | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "these are guys who love the power they derive from being on this board we know twitter has enormous cultural power the | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "these people on the board what skin in the game do they have most of them are these directors who are just appointed a | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "if you look at the wealth of the people on twitter's board and we know all the people on twitter's board their wealth | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "i don't own much of twitter none of them own much of twitter i do 100 agree with sacks", "stance": "bearish", "signal_ | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "you could fire half those people or more that'd be absolutely no impact to the business in fact they probably run bett | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "that company so culturally he's been broken for a long time", "stance": "bearish", "signal_class": "criticism", "speak | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "when you factor in what's happened to this stock over the last decade and when you factor in the market beta today it' | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "the problem that this board will have is justifying the alternative of not taking this i think it's going to be harder | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "2021 revenue is five billion they have eight thousand employees back of the envelope six hundred twenty five thousand | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "if he took one of the ai people working on self-driving and dropped them into twitter i'm one they would solve the bot | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "i bet jack is the linchpin and what's going to happen here you know his point of view on this transaction and whether | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "goldman is doing evaluation as we speak", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "the fact that they can't solve spam and bots and other meshugana going on at that company is uh crazy", "stance": "bea | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "the only sign of life in that business is spammers and you know all these fake accounts being created so they're just | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T6W04FS195Q6J0SG30TDP", "signals": [{"quote": "i think one of two things is going to happen okay first of all elon is going to be thwarted by these folks he's not go | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VR83EAJGWDBVJS0AHT3V1", "signals": [{"quote": "he wants to focus on blockchain clearly he has religion on this and he believes that it's the future of the internet a | observed | artifact ↗ | 2021-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VR83EAJGWDBVJS0AHT3V1", "signals": [{"quote": "what i liked about jack and elon jack in particular in the last day is um you know having a voice and going direct and | observed | artifact ↗ | 2021-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VXGYZ1QARTD7NY7K5FGBG", "signals": [{"quote": "is it a way is it sort of a passive aggressive way for snowflakes at twitter to like label people they don't like and | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VXGYZ1QARTD7NY7K5FGBG", "signals": [{"quote": "we need to know how these algorithms work because they are pressing their thumb on the scale you know of debate in the | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VXGYZ1QARTD7NY7K5FGBG", "signals": [{"quote": "we need some some of the transparency that jack dorsey repeatedly promised at all the congressional hearings remember | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VXGYZ1QARTD7NY7K5FGBG", "signals": [{"quote": "it'd be really interesting to know whether this was algorithmic or was editorial because i think if it's editorial it | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VXGYZ1QARTD7NY7K5FGBG", "signals": [{"quote": "fact is it's twitter's marketplace of ideas yeah and facebook's is facebook's marketplace of ideas and at the end of t | observed | artifact ↗ | 2021-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WE6JVZ9C6Z7J0TEPFV8DM", "signals": [{"quote": "no i think i think at that point they have the perfect excuse not to let him back on which is like hey we're not censo | observed | artifact ↗ | 2021-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WE6JVZ9C6Z7J0TEPFV8DM", "signals": [{"quote": "if twitter had let him come back on and gave him his platform back after like a six month or a year time out would he | observed | artifact ↗ | 2021-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M071AP0GWBBQXC77WD96C9Y6", "signals": [{"quote": "twitter probably raised a million and it was you know 10 angel investors 20 angel investors 25 to 100k a pop", "stance | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07BG1TCCM8N3VNFFX7VG77C", "signals": [{"quote": "man something happened in 2012 fund that they hit 22x i think that's the twitter fund i'm gonna guess uh and some othe | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07BG1TCCM8N3VNFFX7VG77C", "signals": [{"quote": "union square um uh that series a of twitter uh and i had you know talked about it with actually evan williams which on | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07BG1TCCM8N3VNFFX7VG77C", "signals": [{"quote": "one thing i just want to mention on top of jason's point earlier is that some firms get lucky and have one big winner | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07BG1TCCM8N3VNFFX7VG77C", "signals": [{"quote": "the big ones here tumblr was a billion right etsy was probably a billion so those you know still great if the series a | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07BG1TCCM8N3VNFFX7VG77C", "signals": [{"quote": "one lesson that we've learned in the last few years is just how network effects remain undefeated whether it's twitter | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GMX43T81E68GX47KBRD1T", "signals": [{"quote": "twitter is the center x is the center of the universe for where people are publishing the know-how as well", "stance": | observed | artifact ↗ | 2024-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GMX43T81E68GX47KBRD1T", "signals": [{"quote": "kudos to twitter to not letting those things uh or you know x not letting those things circulate", "stance": "bullish" | observed | artifact ↗ | 2024-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07NQ94VKSDBS2GVHMBBKAFD", "signals": [{"quote": "And that compression, while largely not just maintaining the product, but actually accelerating product experimentatio | observed | artifact ↗ | 2023-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080BZK3YKV3WJF5DAEH8A91", "signals": [{"quote": "Twitter stock is up after they posted their fastest revenue growth since 2014. On Thursday, Twitter announced Q2 earni | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080BZK3YKV3WJF5DAEH8A91", "signals": [{"quote": "Well, let me start with the last part, the change of role should he be he should be fired any board that lets apart. I | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080BZK3YKV3WJF5DAEH8A91", "signals": [{"quote": "Twitter has introduced spaces Twitter blue, it's for subscription service. That's like $3 a month, their tip jar and t | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080BZK3YKV3WJF5DAEH8A91", "signals": [{"quote": "the big lesson here from both companies is product velocity, gets new users, new users increase revenue. It's really t | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080BZK3YKV3WJF5DAEH8A91", "signals": [{"quote": "I guess Jack Dorsey, who is, you know, turns out a great leader, both of his companies Square and Twitter, which Prof | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080BZK3YKV3WJF5DAEH8A91", "signals": [{"quote": "as we enter the second half of 2021, we are shipping more, learning faster and hiring remarkable talent. For example, | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080BZK3YKV3WJF5DAEH8A91", "signals": [{"quote": "not counting the after hours move, Twitter shares are up more than 30% since the start of 2021, which is almost double | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080BZK3YKV3WJF5DAEH8A91", "signals": [{"quote": "We grew our audience by 20 million people year over year 7 million from last quarter. We're delivering better ad forma | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080BZK3YKV3WJF5DAEH8A91", "signals": [{"quote": "Well, we're leveraging machine learning and AI across the company to deliver better outcomes. That means making sure w | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080BZK3YKV3WJF5DAEH8A91", "signals": [{"quote": "I think what we're seeing here is Twitter got its groove back on the product basis.", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0814AWXZ0EB688A3C55J6A1", "signals": [{"quote": "they're taking what dig and Reddit pioneered and they're moving that to Twitter. This is great for threads because if | observed | artifact ↗ | 2021-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0814AWXZ0EB688A3C55J6A1", "signals": [{"quote": "we're testing a few approaches to allow people to upvote and downvote replies. This gives people the power to privatel | observed | artifact ↗ | 2021-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M083TYEF21GSTSH277DDMZWQ", "signals": [{"quote": "Twitter is the most upfront, they only count monetizable DAOs, Twitter users who logged in, or were otherwise authenti | observed | artifact ↗ | 2021-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0840AZGR0W2XH6V2504PWND", "signals": [{"quote": "still have to this day because non-black people couldn't understand what was going on on twitter and they were afraid | observed | artifact ↗ | 2021-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0857BN6DSRNPGEB55DY7Z7J", "signals": [{"quote": "in places like instagram or twitter where you're trying to posture and flex two notches above yourself get away from t | observed | artifact ↗ | 2021-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M085RGR5M0BJRS548TM8BV9H", "signals": [{"quote": "that period of time where for two years we focused on refining the core, that focus is what actually returned the comp | observed | artifact ↗ | 2021-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M085RGR5M0BJRS548TM8BV9H", "signals": [{"quote": "Well, we have, we have sort of frameworks that we use to classify customers based on their behavior. Here, for example | observed | artifact ↗ | 2021-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M085RGR5M0BJRS548TM8BV9H", "signals": [{"quote": "It's certainly one of our focuses and maybe if it's helpful, I can sort of step back and give you a sense of like, wha | observed | artifact ↗ | 2021-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M085RGR5M0BJRS548TM8BV9H", "signals": [{"quote": "So health is a really important strategic focus for us and has been for quite some time.", "stance": "neutral", "signa | observed | artifact ↗ | 2021-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M085RGR5M0BJRS548TM8BV9H", "signals": [{"quote": "Over time, though, we've actually made sure that as a part of our health roadmap, we do build real user facing feature | observed | artifact ↗ | 2021-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087BNVD6J0QNMX4WNEC9MH0", "signals": [{"quote": "I think Twitter already has been quietly giving up space as a rumor Uber is going to give up some space.", "stance": " | observed | artifact ↗ | 2021-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0898WTX7EJN6MNZF6HHFK3Z", "signals": [{"quote": "I looked at it and I have to say it's much more compelling to be on Twitter.", "stance": "bullish", "signal_class": "a | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0898WTX7EJN6MNZF6HHFK3Z", "signals": [{"quote": "the way that I've thought about the delineation between clubhouse and Twitter spaces right now is for Twitter spaces. | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0898WTX7EJN6MNZF6HHFK3Z", "signals": [{"quote": "But I would not go over to clubhouse. I don't think if Twitter was working because I've already got an at scale networ | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0898WTX7EJN6MNZF6HHFK3Z", "signals": [{"quote": "my point is now with these at scale services, the at scale service can duplicate it and beat the original.", "stance": | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0898WTX7EJN6MNZF6HHFK3Z", "signals": [{"quote": "if you feel confident, you've built a 400,000 person following on Twitter, you know, you feel pretty good. Twitter's n | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A78WVTGGW7K7P2JW9GWZ9M", "signals": [{"quote": "And then that of course allows somebody to come into an open platform like Twitter or Facebook and just back into the | observed | artifact ↗ | 2020-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A78WVTGGW7K7P2JW9GWZ9M", "signals": [{"quote": "this sort of total level playing field that we have on, on Twitter, uh, we know where that goes. It's better than earl | observed | artifact ↗ | 2020-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A78WVTGGW7K7P2JW9GWZ9M", "signals": [{"quote": "And then they don't let you tweet the URL that seemed like very blunt in terms of like a way to, I don't think that wo | observed | artifact ↗ | 2020-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A78WVTGGW7K7P2JW9GWZ9M", "signals": [{"quote": "it's like almost like the Streisand effect kicked in right there because they made it more important because they were | observed | artifact ↗ | 2020-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A78WVTGGW7K7P2JW9GWZ9M", "signals": [{"quote": "I think Jack is kind of a hero for willing to take that on.", "stance": "bullish", "signal_class": "endorsement", "spe | observed | artifact ↗ | 2020-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7FNJXFECXMTYYNENC2ZAB", "signals": [{"quote": "And finally, much of the content people see today is determined by algorithms with very little visibility into how the | observed | artifact ↗ | 2020-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7FNJXFECXMTYYNENC2ZAB", "signals": [{"quote": "Uh, I mean, I think from like a politics standpoint, it just depends what your goal is. It's like, no, I like, I don't | observed | artifact ↗ | 2020-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7FNJXFECXMTYYNENC2ZAB", "signals": [{"quote": "like you look at Twitter with society, Coinbase with monetary policy, like these are inherently political organization | observed | artifact ↗ | 2020-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7Z55R47MGZHR2CQ30NJ7P", "signals": [{"quote": "I think in Twitter's case, they might convert of the users who use it more than an hour a day. In other words, the ide | observed | artifact ↗ | 2020-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7Z55R47MGZHR2CQ30NJ7P", "signals": [{"quote": "I think if Twitter wants to be in the race with Facebook, they've already lost that race. So why be in that race? Why | observed | artifact ↗ | 2020-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7Z55R47MGZHR2CQ30NJ7P", "signals": [{"quote": "So on Twitter, you know, if they come out with a they're coming out with a clubhouse killer, where you're going to be | observed | artifact ↗ | 2020-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AAMBT31FY5AS7WY6Q8KP0A", "signals": [{"quote": "when we did twitter and snapchat they were both pre-revenue", "stance": "neutral", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2024-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHYKNYP5JCFK2SK92KWG1Y", "signals": [{"quote": "the data on Twitter or X formerly known as Twitter has a huge advantage. It's real time, but it's going to take the mo | observed | artifact ↗ | 2024-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHYKNYP5JCFK2SK92KWG1Y", "signals": [{"quote": "what Elon did going for free speech is the greatest mitzvah you could do for humanity and democracy, but there is a pr | observed | artifact ↗ | 2024-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHYKNYP5JCFK2SK92KWG1Y", "signals": [{"quote": "And I think there was, um, and this is where the blue checks, uh, decision that Elon made. And I understand why he mad | observed | artifact ↗ | 2024-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHYKNYP5JCFK2SK92KWG1Y", "signals": [{"quote": "And I will also would encourage the team over there to look at, if they haven't already, it seems obvious. I'm sure th | observed | artifact ↗ | 2024-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHYKNYP5JCFK2SK92KWG1Y", "signals": [{"quote": "So they looked for tweets of people who on average were eight or ten year old accounts with decent follower accounts a | observed | artifact ↗ | 2024-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQM3AJNNW37RCN925182EW", "signals": [{"quote": "And the popular theory is right now that it's a Twitch Patreon-style subscription, which would be quite nice, actually | observed | artifact ↗ | 2020-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQM3AJNNW37RCN925182EW", "signals": [{"quote": "I would have to pay for it on the business side. It's critical for Black news and real stories and truth telling. On t | observed | artifact ↗ | 2020-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQM3AJNNW37RCN925182EW", "signals": [{"quote": "Twitter had absolutely no technical ability to do anything. They were bloggers, and they were really web designers, bu | observed | artifact ↗ | 2020-07-09 | promoted | 0.50 |
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source.document.reference | {"kind": "video", "title": "Europe's Free Speech Failure and the \"Censorship Industrial Complex\" with Sarah B. Rogers — twitter", "source_id": "01KXRSFY64T6WTW66FNGRZ9F8X-m-7352f353c460e74c", "extra | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia — twitter", "source_id": "01KXRSFYBEYX4FWD5FHXRJHQ03-m-7352f353c460e74c", "extract_ref" | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028 — twitter", "source_id": "01KXRSFYBRVMWZMJCA9JV31X04-m-7352f353c460e74c", "extract_ref | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History — twitter", "source_id": "01KXRSFYJYXQTCV583KA8R6FMY-m-7352f353c460e74c", "extract_ref": "artifa | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant — twitter", "source_id": "01KXRSFYYGW93MRMZSQYGCV64R-m-7352f353c460e74c", "ex | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s — twitter", "source_id": "01KXRSFYYTG25K79K68PSN5DA0-m-7352f353c460e74c", "extract | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs — twitter", "source_id": "01KXRSFZ0HXM5BJZAS1NCASM5M-m-7352f353c460e74c", "extract_re | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback — twitter", "source_id": "01KXRSFZ1NM7VT1PP3984FR17D-m-7352f353c460e74c", "extract_ref": "artifact:sha256:eb | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Elon Musk | All-In Summit 2024 — twitter", "source_id": "01KXRSFZAC4Y9V26EMM07W2J9G-m-7352f353c460e74c", "extract_ref": "artifact:sha256:bfe14ca1a3df1eb9c181d237c1cd5ca229e | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more — twitter", "source_id": "01KXRSFZMHRW8DNW73V17QF5TY-m-7352f353c460e74c", "extract | observed | artifact ↗ | 2026-07-23 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "E159: The Bestie Awards! Recapping the best and worst of 2023 — twitter", "source_id": "01KXRSFZNQWWKRC20MWDD667B1-m-7352f353c460e74c", "extract_ref": "artifact:sha256:c3f5 | observed | artifact ↗ | 2026-07-23 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more — twitter", "source_id": "01KXRSFZP9Y11R01070KDQRFBZ-m-7352f353c460e74c", "extr | observed | artifact ↗ | 2026-07-23 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023 — twitter", "source_id": "01KXRSFZX99F0P4NWN1Y54MVA0-m-7352f353c460e74c", "extract_ref": | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "Former Amazon CEO joins Flexport, Twitter’s bring-your-own algo, Multiverse, Citadel crypto | E1479 — twitter", "source_id": "01KXRSPGVKCKCYD1GVMBSZR3P8-m-7352f353c460e74c" | observed | artifact ↗ | 2026-08-12 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Apple WWDC, Binance Bad actors, Twitter bots + Michael Shellenberger on fixing California | E1477 — twitter", "source_id": "01KXRSPGWKHZ366VRSSE79TCGM-m-7352f353c460e74c", | observed | artifact ↗ | 2026-08-12 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "SBF buys 7.6% of $HOOD, SoftBank’s $13B loss, Twitter layoffs + Nicole Ruiz from Compound VC | E1459 — twitter", "source_id": "01KXRSPH5BH2C6TVQ7CAK9X3C8-m-7352f353c460e74c | observed | artifact ↗ | 2026-08-12 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Twitter's Birdwatch moderation/annotation feature + OK Boomer: Flapjack's Patrick McDonnell | E1453 — twitter", "source_id": "01KXRSPH7K0V2REQASKBJ9Q9NR-m-7352f353c460e74c" | observed | artifact ↗ | 2026-08-12 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Jack's Twitter take & employee reactions, Medical NFTs, Hopin's $200M founder secondary sale | E1444 — twitter", "source_id": "01KXRSPHB56QMFBVR49AN1E9P0-m-7352f353c460e74c | observed | artifact ↗ | 2026-08-12 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Twitter accepts Elon's buyout offer, EU's new algo rule, Pipedream Labs: delivery hyperloop | E1443 — twitter", "source_id": "01KXRSPHBGJM3V359GVMSYN2ER-m-7352f353c460e74c" | observed | artifact ↗ | 2026-08-12 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Twitter buyout, Ackman's loss, Amazon VC, Boring Co. + The Lunar Society: Dwarkesh Patel | E1441 — twitter", "source_id": "01KXRSPHCCKFX58W9JC6EKJVPK-m-7352f353c460e74c", " | observed | artifact ↗ | 2026-08-12 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Jack's hot Twitter takes, FB's African internet, Regent's electric Seaglider, Better layoffs | E1438 — twitter", "source_id": "01KXRSPHDD8CDW9PPHQ6VHV8HX-m-7352f353c460e74c | observed | artifact ↗ | 2026-08-12 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Q1 venture capital review, Twitter breaks, BeReal's new take on social & more | E1437 — twitter", "source_id": "01KXRSPHDSPSAMK2K1FQE16B5N-m-7352f353c460e74c", "extract_ref | observed | artifact ↗ | 2026-08-12 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "Kazakh Bitcoin mining outage, Synthetic actors, Memes + Ben Awad: Gen Z Programming Mentor | E1355 — twitter", "source_id": "01KXRSPJJ2DZGSYXTK2PRH5FTP-m-7352f353c460e74c", | observed | artifact ↗ | 2026-08-13 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "Adrian Grenier: starting a new fund + FounderU: balancing product vision & customer feedback | E1277 — twitter", "source_id": "01KXRSPKGRB89CDJV1VRRTQGN0-m-7352f353c460e74c | observed | artifact ↗ | 2026-08-13 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "Garry Tan on lessons from startup failures, Alexis Ohanian's departure & more | Angel S5 E8 — twitter", "source_id": "01KXRSPMTTTB52T9HB9HZAWZRX-m-7352f353c460e74c", "extra | observed | artifact ↗ | 2026-08-17 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "E1095 Next Unicorns E13: Roofstock CEO Gary Beasley is opening real estate investing to millennials — twitter", "source_id": "01KXRSPP2E8N5EE9DN30XMKGTG-m-7352f353c460e74c" | observed | artifact ↗ | 2026-08-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "E1083 News: Trump considers TikTok ban, Twitter leaks subscription platform, Clubhouse drama & more — twitter", "source_id": "01KXRSPP6N4R61MGV20XCJRW8K-m-7352f353c460e74c" | observed | artifact ↗ | 2026-08-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "- Startups - News Panel with Michael Robertson and Thomas McInerney - TWiST #296 — twitter", "source_id": "01KXRSPXYBDTNX86KHA10864MC-m-7352f353c460e74c", "extract_ref": "a | observed | artifact ↗ | 2026-08-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — twitter", "source_id": "01M2AQTAQEY115JH6MGHJSJTEM-m-7352f353c460e74c", "extract_ref": "artifact:sha256:9b8ca128bd960aaa8e2f30df16240b53a4e42266c788 | observed | artifact ↗ | 2026-09-12 | normalized | 0.95 |
website_url | https://x.com | observed | enrichment | 2026-07-24 | normalized | 0.75 |
website_url | https://x.com | observed | artifact ↗ | 2026-08-24 | normalized | 0.95 |
website.homepage.has_pricing_link | false | observed | artifact ↗ | 2026-08-24 | normalized | 0.80 |