Twitter: Towing the Clown Car out of the Goldmine

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[00:02:40] - [First question] - The history of Twitter and where we are today

[00:10:44] - The size and scope of Twitter and what drives their business and unit economics

[00:18:54] - Reconciling differences between Twitter and competitive social media platforms

[00:24:36] - Bridging the gap between Twitter and their competitors

[00:29:38] - What about their legacy system had to be rebuilt in order to grow again

[00:34:35] - Unique shareholder dynamics, activists in the boardroom, and leadership change

[00:43:35] - Capital allocation and how investment analysts look at and measure their ROI

[00:49:00] - Efforts to innovate around new use cases and Twitter’s opportunity set

[00:55:30] - What builders and investors can learn from studying Twitter’s story