🤖 Musk turns Twitter around fast - MAU value doubles or triples

Sacks tech 39% · n=53 · E130 (2023-05-26) · sentiment · strength 2 ▶ 12:26 SUPPORT

“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.”

Sacks tech 39% · n=53 · E129 (2023-05-19) · sentiment · strength 2 ▶ 44:33 SUPPORT

“Listen, I think this choice makes sense on this level. 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 complimentary to him in their skill sets and interests. I think that makes sense. I think there's a lot of logic in that.”

Chamath tech 45% · n=84 · E124 (2023-04-14) · sentiment · strength 2 ▶ 1:19:33 SUPPORT

“I think for months and months, I think people have seen that the quality of the discourse on Twitter became better and better.”

Elon Musk (regular guest ×1.0) tech: 1 resolved, unproven · E109 (2022-12-24) · positioning · strength 3 ▶ 1:00:48 SUPPORT

“We've got the expenses reasonably under control, so the company's not in the fast lane of bankruptcy anymore. And we're releasing features faster than Twitter's history at the same time as having contained the costs and reduced the cost structure by a factor of three, maybe four.”

Friedberg tech 55% · n=66 · E109 (2022-12-24) · sentiment · strength 2 ▶ 50:01 BRUSH_OFF

“Yeah, you're selling a product for a company that you guys are working at. I mean, come on.”

Jason tech 53% · n=56 · E109 (2022-12-24) · explicit_prediction · strength 3 ▶ 46:33 SUPPORT · horizon 4mo

“I predict in another six to 18 weeks, we will see people talking about all the great features in Twitter, not any of the transitional issues.”

Chamath tech 45% · n=84 · E108 (2022-12-16) · explicit_prediction · strength 2 ▶ 4:59 REVERSAL

“And that's because, again, not because of the demand at Tesla, as far as we can tell, but because people believe he's distracted. And so people are anticipating weakness at Tesla. People are now shorting the stock. Anyways, it's causing this downward spiral.”

Chamath tech 45% · n=84 · E102 (2022-10-29) · explicit_prediction · strength 3 ▶ 6:57 SUPPORT

“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.”

Sacks tech 39% · n=53 · E102 (2022-10-29) · sentiment · strength 2 ▶ 6:42 SUPPORT

“And I think 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.”

Jason tech 53% · n=56 · E102 (2022-10-29) · explicit_prediction · strength 2 ▶ 6:01 SUPPORT

“And so, but there's no doubt that I think Elon can turn this around pretty quickly.”