There& #39;s only 4 possibilities for $twtr:
-Jack FT CEO
-Jack to SQ, new FT CEO
-Nothing changes (I don& #39;t see it now that they have activist)
-Msft picks it up, lnkd/bing/twtr ad stack would be amazing (I trust them here, @satyanadella is the GOAT, lnkd/Bing ad products are strong)

I say msft as they& #39;ve been willing to make big bets on social and see vision for these networks. Owning Twitter+LinkedIn would give them best social products for adult world. Let Zuck have products for the kids sure who cares. I sense they& #39;d know enough not to ruin core Twitter.

Freeing Jack up to work on SQ alone means he could be all in on crypto which he& #39;s so passionate about. Our precious Twitter could be safe under a trillion $ company with appropriate infrastructure+resources. Don& #39;t see the drawbacks for us. If they stay indie a lot of work to do.

Really #3 is the bearish scenerio. Twitter needs a full time CEO here it& #39;s overdue. It& #39;s too important a co to not have that even just the optics for wall st and the world it should be done. Elon running multiple companies gets a pass but this type of co is different.