Read on Twitter
There's only 4 possibilities for $twtr:
-Jack FT CEO
-Jack to SQ, new FT CEO
-Nothing changes (I don'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)
-Jack FT CEO
-Jack to SQ, new FT CEO
-Nothing changes (I don'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'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'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's so passionate about. Our precious Twitter could be safe under a trillion $ company with appropriate infrastructure+resources. Don'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's overdue. It'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.
