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No person- or entity-level identity check is on record for this company. A name match is not one.
The inclusion bar: two or more independent sourced evidence families. This profile is reachable but not in the ranked index. It is a statement about how much evidence we hold, and about nothing else.
We have not established fit. That is not a soft no and not a soft yes — it is unknown, and it is never counted as a qualified prospect.
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.
↓ Scored on 0 of 2 components — adoption, developer had no computable metric.
The skeptic's read what this company has said, judged against what happened
Sharpest miss on record: “Twitter will create an aftermarket for user handles.” — Twitter did not launch an official marketplace for buying and selling user handles; the feature was never implemented.
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I think it's a great idea yeah and I think that there's a little misunderstanding in the marketplace as to exactly what his idea is versus the Twitter uh ad Network that's launched or the Twitter search ads yeah and there'll be a place for both
I would never bet against Bill gross nor would I bet against people like Danny Rymer who had index as you know fantastic track record and obviously I love the guys at first- Round Capital
I think what he's really building is AdSense for people right so it's really people sense is what I I think he's building but it's Bill gross he's going to iterate he's going to figure it out and I don't think it's going to be much of a problem that there is also a Twitter you know homegrown ad Network
I think the deal of the week this week is really tweet up and the reason I think it's super interesting ... I view this as you know in a way goto.com version two
there's a certain point where you need to have your own Hardware like Mark said earlier you know the person who can actually touch the server controls the world in this case Twitter is getting to that scale and you saw kind of some of the numbers they released in terms of just the data that they're sending out and the amount of people accessing the service so they're getting the point where they need to have it um you know it's a question often comes up we did something here in Miami a small com
my guess is that it will help but I don't think it's a game changer in the sense that it will be the deciding below that will push it over the edge and Twitter will vanish and now buzz will rule the world I don't think that's happening
spark capital invested in Twitter very early yeah it was the people on the Twitter be wrong not technically a USB did the first institutional rounded when we did the second yeah and sir but it wasn't the 100 million plus billion dollar mouse around
spark Capital invested in Twitter MH very early yeah it was uh the B round of Twitter B round yeah after USV did the First Institutional round when we did the uh second yeah and so but it wasn't the 100 million plus billion dollar last round
abi research says that cloud-based consumer backup revenue is expected to increase five-fold by 2015. 2015. so the next time your investors are asking you know about some data points make sure you throw that one at them rob
i i think it will actually help the move to staff to have an independent third party backup of these various tools
i think most of the future launches you're going to see are going to be targeted towards um you know smes and small medium enterprises and and people like that because uh they have a lot more data needs and and i think i think i think we're a better match for for where they are they're also the kinds of people that are moving to sas a lot faster than large enterprises who still have a lot of stuff behind the firewall
i just like the fact that cloud computing made back backup of you know possible in the first place yeah you know that that's kind of an interesting take yeah i mean we bootstrapped we ran for the first year we ran on 125 thousand dollars of angel investment and wow you know that was dealing with that was because of aws
we have 40 terabytes of data under management now 40. we have uh probably like 30 ec2 machines running now and it's um it's nice it's very very easy to scale
we just signed up you know we use aws um we're all you know cloud-based and uh we went from you know when we had our first big sign-up day we went from two ec2 machines to nine ec2 machines in like an hour wow so that was nice
it's actually Twitter's model for how they're going to make money
if YouTube or Facebook or Twitter wanted to maximize Revenue they could put up trailers and roadblocks and instantly have tons of Revenue
you can take a long approach like Twitter has taken
it could become easily a default platform if they were able to get it to the people who are in a in a different place than the Twitter audience is now
I think it does have something sustainable it's a communication medium
I mean unless you're Twitter and you can just go on forever without very large amount of money in the bank and you know it's okay that's the other strategy too right just raise an insane amount of capital
they were uh awfully strong in there in their posts where they were threatening lawsuits with us but that uh it was never going to happen i mean we were actually helping them the whole time plugging some of these holes
this year we're just beginning to see what Twitter spam looks like
Twitter's going to go through it and there's going to be other contenders
Twitter is down frequently right you look at the scale and and and speed of these developments
the growth is so phenomenal
we consider ourselves probably the best best in in the business in terms of getting the data out of the Twitter API
I think the current status of the TR API is actually very good right given what we can get out of it
the difference between Twitter and Facebook is they're open API right so you can't get this data of Facebook without without using you scraping technology
search.twitter.com is great but if you want somebody to take out the tweets and just put the tweets second to the links that's what you're doing
we didn't necessarily predict how big Twitter was going to get
I think long term Twitter might be the bigger play
they are not just one company they are 11,000 companies building on this incredible open data
the reason why Twitter's growth is so phenomenal is because they had this open data system
their traffic went like this for two years and then like that in year three or something to that effect because and that first year was SMS only
it's interesting you look at something like Twitter y explosive growth right now y it's the biggest story in Tech and raised $100 million do last we get a billion dollar valuation I mean incredible
i think it's a big deal the thing though if you have to add on anything or add an extension like you're always going to have trouble selling that because most people don't i don't think most people deal with browser extensions that's just way too techy
twitter is now starting to roll out videos and photos in the stream so instead of having to click through you'll just see them and i got ecstatic
Right now, of course, the three major ones, Twitter, Facebook, and MySpace, are going to help you regardless. Yeah. You're going to get your voice heard.
so you know it's not uh you know John Doe in his garage building this website I don't think it could happen overnight there stuff that you have to it's a hard problem
I think personally I think it's not a trivial problem there's a couple uh you know interesting computer science problems one is like disambiguation so if somebody tweets out something how do you know it's actually about a movie that's a wellestablished sort of computer science problem right um and similarly like sediment and then just actually storage and retrieval of all the you know social media data
Twitter started getting hot
he's into it because he wants to be Bill Gates he wants to be important he wants to like we all do and he uh wants to get it to a billion users so I I don't see him selling the company ever I think he's a very driven person
I think Sean Parker probably explained to him if you're getting a hundred million do offer now you're going to get a billion dollar offer you're going to get A1 billion doll offer
I cannot tell you how much I love this because this is one of my favorite features on Facebook it is nice because it it takes stalking to a whole new level
they're really trying to juice up your relevant followers and this is another tool for that
good for Twitter I've actually put it on all my sites and despite the logo uh it's no good
what happened today though it it went down and it Bas basically the code or something was causing problems on sites it was taking sites down mashille had issues and basically any publisher who was using the new button that's not good was uh essentially that never happened went down so fail well yeah so they failed with a bunch of sites um so hey Growing Pains they're it's new it's a newborn
my favorite thing is the who to follow I got to say that is great for Publishers yeah it's great because I mean essentially each website can create their own independent suggested user list
at least what they've done now is they've partnered with the they've done a deal with them they didn't just like you know wipe them out because they really could have when you think about it I mean are you going to adopt the external one or the official one yeah probably going to go the official one the other one's going to slowly die
I'm glad that they made a deal with tweet meme um Nick won't let me won't write back to me but I'm assuming that money exchanged hands in this it's it's a licensing deal basically um I'm hoping it was a lot of money because Nick's a good guy he deserves all that money
Twitter before they were doing so much and they're having scale issues and all these other things they looked to The Independent Community to build the Tweet meme button to build the app the was eventually acquired they've done the same thing here where it's like okay cool we figured out all our big issues now let's start gobbling or replacing the external Community with our own
there's 750 million impressions um that they were doing a day
Twitter released or uh basically took over the Tweet button from tweet meme they uh had basically sealed up a deal with tweet meme um to license the technology
mostly it's uh mostly typical deals are co-promotion at this point
we are in conversations for some really exciting deals in music um we already also have all major book publishers on board
80% of all the ratings are still occurring on the website and U about um about 70% of all check-ins are coming from the iPhone
the app is so popular and uh I think something close to like 60,000 users have it installed in about like a I want to say a week or 10 days
on one hand you know you can't ignore something like Facebook because it's Giant on the other hand you can't spend your life worrying about it either
I'd like to think that we're probably um you know at this point bigger than uh these other services
Twitter is about news
everybody logs in with Facebook credentials now Facebook has information on how people are using our site it's very uh to me disconcerting especially with the like buttons and also now with connect
because we had Facebook and Twitter login actually just didn't work as well as yours does it seems like yours has more Nuance to it and less breakage
this is their new Twitter button essentially what it does is when you want people to retweet your content you have the option now to kind of upsell them to follow you as well and so this is a great thing
the widgets I think are good
get smart about it and use these tools that Twitter offers
I know Twitter list in general may be not so much but looking at the list they've curated and following a lot of those same people
I have not used that because I think lists are dumb but it's okay
obviously Twitter's a big one everyone's infatuated with it
Twitter in some cases will but it really kind of comes down to this well who do you know at the company kind of thing yeah and in Twitter like I have a back door entrance into getting something they only help me out half the time
the people who add me on Twitter are getting a personal response from Me ... that's what sets me apart from a lot of the big time authors right now
Twitter's the soup du jour right now too A lot of people are jumping on Twitter that are um they're never gonna come back I mean they're gonna use it for a couple weeks and not come back
Twitter's the biggest thing
Twitter is turning out to be Twitter's just a it's an anomaly but it's pretty cool
i think that the new twitter app is actually really nice i mean that's i i like twitter and i think uh they found like a way to really create a nice feel to it
maybe not twitter they had a lot of third-party stuff but getting a presence on the iphone really really quick
I saw this happened with Twitter as well because I know some people only inside of Twitter I won go to exact details but they said to me there's a lot of people trying to buy our shares if you would like to get on the short list of people to buy Twitter yeah next time an employee wants to sell something I'll set them up to sell it to you
Twitter it's easy to make fake accounts
twitter maybe not so much they haven't been spending as much time on uh um you know making money but i'm i'm guessing they have 50 to 200 million in revenue uh without even trying and this is really the first year they're trying in earnest
twitter with the first design of twitter looked like it was designed by you know a 14 year old
twitter came out of that and so the key is to know when you strike gold to focus and double down
what is it about Twitter that changed the world it was the Simplicity of it not the [ __ ] 60 people they have now uh not the lack of Revenue business could be run how many people one not even one less than one one person Twitter
it takes many more people and much more money to build something at the scale of Twitter or Facebook or LinkedIn ... but if you build a company that's not just about begging for iing crumbs which these companies to lar extents are
Frank continued success the product is very well built I'm going to look forward to playing with it
automatic takeout candidate by Twitter like the same way they Che out sem eyes and at some point they should take out bitly this is a no doubt they should buy this company if they prove it out because Twitter's trying to have more Professional Services and things people were willing to pay for sure if you're especially if he's bringing the clients along with them yeah I mean there's a whole Sales Group at Twitter now right and so they're talking to them and they should just have a little check b
hashtags don't matter all that much and they matter less as time goes on because people are seemingly moving towards just straight communication
the individual players and big social players are likely to have their own executions implementations of that themselves
that is why it is the ultimate media broadcast and democratization platform because it allows the the author of content, whoever they are, professional or amateur, to connect directly with the consumer of content
Twitter is it is very different than Facebook in that I think it really is like it's really a media platform distribution platform and I think it will ultimately end up my my bet is that it'll be like the largest media outlet platform distribution mechanism in on the planet.
the one thing that kept coming up over and over again which I think is really instructive is like this is one of those few assets that is slowly starting to and really has the chance to become a verb you know to tweet tweet and we were we were really talking about the language and the lexicon around Twitter in addition to using the product and seeing the value in it that's saying like we believe we're tapping into something that can really you know enter the the the cultural zeitgeist here
if you look at Twitter investment if you had invested at a hundred million50 million or $200 million valuation it doesn't matter. It doesn't matter because you still own over 10% of the business. It's worth $45 billion now.
you know what's interesting about that is um you know and it comes back to the question you asked me earlier about what makes Spark different. Um you know my partner Bjon was using the product and I I was I was I was joining the firm right as we were right as we were investing in the company. Um and I started using the product as well and we all start you know and and um um I remember the summer like very very clearly and before we made the investment we're all using the product and he was using
this is why twitter came out with their own native applications and had them automatically put on everybody's phones had the blackberry one iphone one and they're just you know default installed in most cases it's because people are stupid and they're just like they don't even want to search for something let alone have to search for a twitter client called twitterbury
I think it's a really cool way to bring on employees and I think a lot of other companies could take a queue from Twitter so anyway job of the week onboarding at Twitter
Facebook's interest is in Facebook they build a kickass social network but they're they're users are the users that go on facebook.com right and it's pretty clear that Facebook has a track record of maybe not being the most trustworthy company in the space and if you're a publisher are you going to go with the people who are enabling Publishers you go with the people who are looking to disintermediate you
get to scale and then figure out the business model that's what he's doing with Twitter Etc
they knocked off Twitter did about 80% of the job in my estimation
and the same thing with Twitter and I thought that was a stupid idea too
with Facebook in the picture I think that our responsibility is building the best product and we know that we can do that
I don't think we're going to sell until we reach the point where we're very happy with how disuss becomes a Internet Brand
we're not super concerned with that but we're actually very excited about the fact that them entering our Market could help with that sort of Market education
if we launch ads in the middle of that it may not we may not have that sort of penetration to make it work long term
we think there are very good potential Revenue students for us that we're not going to do now because we don't have 100% of the web
we don't really care about that traffic to discuss that right
and the same thing with Twitter and I thought that was a stupid idea too I'm I'm just I'm an idiot now I'm just going to start spend I'm just like here take $10,000 give me a quarter point of advisor Equity I you know I like you that's it
Twitter is the 10 people have built twitters over the weekend she built a a much more sophisticated Twitter
Twitter had to add on at replies we didn't originally come with Twitter right so they added ones and retweeting because people want to have conversations right
Twitter is particularly bad at having you know like a group conversation because people there's always like people like sco or sometimes myself although I sort of stopped doing it where they're just like you're doing like 50 tweets an hour you're not using Twitter properly Twitter is supposed to be like one tweet a day or two tweets a day of the most important things you're do
they have several Billion Dollar Plus companies in their portfolio hey Tumblr Twitter and Etsy
there's a social Revolution happening and I'm just figuring out that this is real and it ain't going away and Twitter's real and Facebook's very real
$3.7 billion twit Twitter the last Facebook auction people it didn't hit the numbers and it went down
I think Google should just give them $100 million now and own 10% and let them just do their thing
the truth is anybody who has a Content site who looks at their log files sees that of their search traffic it's more like 85 or 90% come from uh Google right now today
don't sell to Facebook go along I know they're going to try to buy you guys
I've been tracking it I am incredibly impressed uh for if this is a minim minimum viable product for you um I I see you guys actually attaining what nobody's attained since Google which is I think you're actually going to get a couple points of market share um which would be tremendous uh and I think make your investors very happy considering one percentage point of a share equals something like a billion dollars
I think that's been an issue for Facebook in the past and for Twitter right now is you know figuring out what's the core service that the platform makes money on right because offering a great feature set or even a great feature set and distribution can be you know a challenge for the ecosystem to understand you know what can they do and not do and when is the platform going to step on them
I'm actually not so fascinated about how you get treated... I'm curious about when it trickles down the mountain and we start treating Sally Arkansas and Timmy Iowa and Peter La is that really going to happen?
my concern is that as companies figure out what I'm talking about here and realize people really do win when they start engaging and caring and answering and not putting their head in the sand right and creating context I think it's going to become a commodity I do I think it's going to become free shipping
we're miles away being able to provide any type of social impact the way that the Twitter and Facebook has but do we aspire to those things absolutely
another third from social gaming
onethird of Twitter's traffic comes from photos
we were envious Beyond Comprehension we were we were just amazed how technology could provide social change
we love their concepts of an open network we're going to be a great developer on Twitter
like it it turns out it was the it was the success of it doing a new schema for Connecting People which is what this is doing and with way less friction
I used to get in heated arguments with people in restaurants and be told to hush hush hush because I was like no this is going to be people like no no one will ever use this that journalist journalist used to tell me no no one will this is the stupidest thing this I mean what I said to Evan Williams and Biz at lunch was are you guys idiots you made blogger if anything of substance is going to be said you you have to have a blog post you're you just have the headline of a blog post you don't have
Twitter had the same problem which is why they created the suggested user list that's exactly right but people forget that they're now all crazy about Twitter
maybe Twitter if you can consider a social network which really Twitter is more publishing platform than social network they would even agree with that I think
they're already a multi-billion dollar company if they you know if they have like 30% of the you know people who are on Facebook tweeting yeah they would be a fantastic fantastic
they need to focus a lot more on their growth why you bit about monetization but monetization will come
if I were a PM or even like dick Costello I would be like making Twitter much bigger than it is today right because the issue that Twitter has is Twitter is a fantastic platform but it's so much smaller than Facebook still
my sense of this is Twitter has like about 10 different monetization ideas
I think I think that's something they should definitely do
it seems like what Twitter should be doing is encouraging this or doing this themselves
it makes like very little sense for Twitter to do this and like antagonize all these people
Twitter to me is more of a publishing platform right now
I think what you're saying is if we had every brand and every product in our system and you could then choose anything you wanted you could not you won't feel guilty at all because that's what you would have you know sent anyway right and yes that is the ultimate goal for my likes
stuff like Justin Bieber or Selena Gomez or like you know the ultimate kissing quiz as you see they really really popular with both the Twitter Publishers and the Twitter followers so they want to do the Justin Bieber quiz right they want to do the Justin Bieber quiz they want to do the Charlie Sheen quiz and to me that's like okay that sounds a little spammy to me because I'm more of a tech geeky person right so it's almost like in some cases one person's kind of like dodgy quality is the other
one is we are we have some really good quality advertisers and then we have our self- serve from which we get advertisers who sign up now that's something where we try to regulate the quality as much as possible but as everybody knows on the internet self- serve advertisers in general to be dodgy quality right
I think it depends on the velocity of your Twitter stream in the beginning we were like an average user right uh and an average user probably does five tweets a day so I would say once a day but if you did like 100 tweets a day as there are some uh tweeters who do that once a day 20% of your tweets would be sponsored as long as you find good ones go for it
Twitter has no follow on everything
we disclose on every post that goes out as long as you're getting paid for clicks from it or we disclose if you're like getting paid for views to a particular page on the page that you go to
you got a new CEO he's got to make a dent right I'm sure his investors are saying hey show us where the money show us where the value is
if they dumb it down they really run a risk because they lose their power users right the problem that Twitter's had is it's so diffus right so there's no concentration you've got also this kind of ultra power law where there's a tiny number of people who are Super Active right and then there's a gigantic number of people who are hardly active at all
I'm nervous... Twitter HQ because they have not taken a lot of steps uh in favor of power users
Twitter and you know uh Google would never operate and do that kind of stuff
they're getting bigger and bigger and bigger now when you're competing again with a Yahoo home page that's you know this massive fire hose on the internet it's it's still harder to compete but they are becoming a larger referral source
each of our products have twitter handles we publish into so it's a very deep inner related web now between the big properties Twitter Facebook Yahoo's sending traffic they're getting traffic tie-up for sure
imagine Twitter puts a score out and you know it's only going to include Twitter well not going to include all the other factors that's true be cross service imagine you feeling that jet Blue is not answering your question cuz Twitter told them you're not important enough uh like the V Twitter's trying to go mainstream right the value collapses for like a huge heaven forbid Twitter goes away at some point and then then that system goes away Facebook independent of whatever social network is comi
I was at Twitter yeah at lunch and some senior Executives yes were arguing with some these were sea level Engineers arguing with right EXA and they were and the word people rank came up several we need to build people Rank and the another the other person on the other side was like didn't want to do it and they were going back and forth on this
in Indonesia they use Twitter differently than us they use it much more like a chat platform right and it seems spammy but it's just culturally a different use case
generally if you look at them there'll be like a series of 10 tweets they'll retweet random people like you right and then the next tweet will be some link to a a free you know free diet pills or iPad contest and then the next one will be a retweet of scoble so they'll mix in what seems like good content with their spam it and they're trying to get people maybe who are searching on Google or Bing and the social stuff comes in
I think Kleiner bought a whole bunch of Twitter right
we still like these companies right you want to keep up your ownership percentage so we needed a vehicle that had no rules around it
I saw Twitter come along I said well everybody can tweet cuz it's just a headline it just felt to me like it was a Blog that everybody could do yeah and so I was like gee this is going to be 10 times bigger than blogging because anybody can do this
if you look at some of our uh uh most successful companies Twitter and Tumblr uh would be two that I would point to Etsy also um you know the content is being created by the user base right so they're not even creating the content it's the they're just creating the prod product and the community does the rest
the great thing about Twitter was it was already working before as a company right right you know it it started to succeed inside Odio and then grew while it was inside obvious and by the time it was an independent company you know it was on its way
I think there were a few moments where I was involved but largely I think Twitter happened um the way the founders wanted it to happen yeah I mean there's been a lot of controversy around the company but the truth is you put that many smart people into a project it's going to be successful I mean these are big brains Jack EV Biz
I think that they liked what we had to say about the goto Market strategy what we basically said is just just don't do anything don't don't a lot of people were saying go make deals with the carriers or go do distribution deals with Google or whatever and we said look just keep building it you know You' got the good thing going you got users using it just don't don't do any of that stuff don't any bis Dev people just hire product and Engineering people and just build the product and have it take
I felt it was important yeah and and you know Brad and I flew out we they never came to New York right never and that is a big sign
it seems to have a an assumption that something figured out already that isn't necessarily
if they only have 200 million in total revenue if they had a miraculous 4420 forty percent margin you would be a way you'd be ten percent of the valuation so it might be worth a billion or two right now but it's a hot market
funding from kleiner perkins back in december back then they took 200 million and were valued at 3.7 billion the new funding will bring Twitter's total cash investment this is amazingly since its founding up to a robust 760 million dollars yeah so so far they've struggled a bit with monetization they've reportedly only brought in about 200 million so far in total revenue
my twitter usage has been cut by two-thirds I get more people clicking through I have a hundred and thousand followers or so on Twitter I've got 20,000 now in three weeks on google+ that click through rate on google+ i'm getting more people clicking through the launch to this we can start us into mahalo then i did and i'm getting ten times as many replies on fact it's basically 20 times facebook and it's double Twitter so there's something much much more engaging about Google+
I am almost going to guarantee right now that apple buys this company Apple will buy Twitter Wow I guarantee it they have 80 billion dollars in cash this is an eight billion dollar round they should just come in and offer than 15 billion and make it the default platform across all the Apple products it would be a brilliant move on Apple's part to have a foothold and social media that mattered
the valuation is just too rich and you know i love the service i use this service i haven't gone to google+ I'm Twitter if it got my twitter light blue t-shirt on today but I just think at 3.7 or whatever the valuation is they're talking about right now we're talking about funny money and it's really hard to see how they ever actually justify that that valuation
I just think at 3.7 or whatever the valuation is they're talking about right now we're talking about funny money and it's really hard to see how they ever actually justify that that valuation
Twitter has reduced blog posts down to phrases and most people are stupid and shouldn't write and they're bad writers
they will cave on the longer thing but they're going to Cave when it's too late
I told EV this in the beginning you have to have threaded comments how stupid is it that they don't have threaded comments and how stupid is it that they're still insisting on 140 characters
I'm really worried about Twitter uh because I am spending less and less time on Twitter and I am spending so much time on Google plus
this is something that they literally should have had I mean this is the problem that Twitter has now they have it was one thing to have Facebook kicking their ass week after week after week but to have now um Google Plus in the mix Twitter needs to really speed it up I mean they're too slow
well certainly it will help them make money it's long overdue
I love Twitter. I use it all the time. I have friends there that work there, et cetera, et cetera. I think micromessaging should be an open protocol. Right. I think it's too important to be controlled.
I think that having – now that we're moving to a web of humans as opposed to a web of cookies, I think that is in our favor.
Ev, with Obvious, they just – then they shut down the other ones and went with Twitter.
Twitter didn't sell to uh Google and now they are getting this treatment
Twitter pushes out developers
if they've only got 200 million in revenue or 150 million Revenue it certainly is
Twitter is still kind of the RSS on steroids that everyone's using as opposed to Google Plus
when you start adding background checks and insurance into it uh all a sudden it's not going to be cost effective and so then you lose the competitiveness versus a hotel if you have to do a $20 background Che so this might be the real issue with the business it might not be a valid business versus you know some other types of Home Sharing sites or hotels I dis see if it's really a valid business model
I was told by an Insider that if they were a hotel in New York City they would be larger than the top five hotels put together
I think overall they handled it just fine I mean it's The Growing Pains of growing a company I mean they've got so many people using it you know what it's at some point this is bound to happen and there's no way they can realistically prevent any damage or fraud and happening in people's homes
we don't disclose what the split is and Bob are can you say bird park what it is it's bull park it's very similar how an ad network would work so 64 255 45 it's yeah i mean it's it's reasonable and it's enough to you know we have a business to run we have engineers we have sales people excited
somebody got a couple hundred they didn't share with us sign-ups / / celeb would have been interesting
those guys were paying four or five bucks a year or last year
we did campaign for one of the major daily deal sites I model livingsocial and I think we had about 74 people on that campaign
the more you he just ends up dice the onion less satisfying the meal
most marketers and digital look at it as a way to impress their boss that they did something cool and digital and so saying I found you know some people are influential about cabbage I think is is it's a nice story to say that you did that how much you how much scale you really got and value even that is a problem
the challenge is always the scale that you get and I think we you end up with is a good story as a marketer
we always make this mistake we've been doing for the last 12 years where the technology gets two or three years ahead of what marketers one
Twitter's ad business is a year old at best and they're still trying to prove their works you know just buying a link on their homepage
it's very common in our business digital marketing for technology to get ahead of what marketers actually won marx's are literally just coming to terms of fact social media exists and and that Twitter exists
they are starting to go to advertisers and saying ah you were badly only has the raw follower count we actually have the true influencers that people would get retweeted forget about the people who are on the suggested user list those are Fugazi numbers and we all know that this is true value hey these people are the ones who have retweeting and all this kind of stuff and mentions an amplification probability
I think that that serves in need and certainly helps keep our users interested in Twitter and you know something to compete on other than followers
I think clouds done a really good job of creating a score and giving you a reason to stay interested in Twitter I kind of affectionately call clout crack for Twitter because if you stop tweeting your Klout score goes down
this is available anyone anyone throw 10,000 followers is gonna get use out of this on Twitter no it's free
it's not fully self-serve yet okay it's really just first 25 his account number
adly analytics is it tells you a lot about your audience and helps you be more effective at using Twitter
we launched a new analytics package for power users on Twitter like you
they certainly get build a popular platform you can't deny that
the people who work at Twitter used to work at Google and it's the same people ... they don't get the value of the celebrities
the actual number of people who see it it's probably like five to ten percent click-through rate which is pretty impressive compared to other types of media
there definitely are celebs on Twitter on Google+ but not nearly as many as there are on Twitter and in fact even Facebook doesn't have as many as their own twitter
I'm getting an equal number of click through from 25,000 27,000 Google+ people as I am from a hundred be the same 25,000 used to follow you and Twitter in the early days
it's too early to tell if if Google is going to replace Twitter
Twitter is really a celebrity news website more than anything else
as Twitter's grown the number of registered users who use a site every month has declined ... say forty fifty percent of users actually use a site on a regular basis in a month
we definitely think that tweets don't get to every single follow ... celebrity a tweet from a celebrity reaches ten to fifteen percent of the followers at most
there's about two brands on twitter period with over a million followers
celebrities just have tremendous amount of reach
in our network alone over a hundred celebrities with over a million followers
I felt like you were doing it in a classier way with more disclosure
it's too cluttered it's too slow it's too complex you can't monetize content very well pay walls are coming up as a result this makes it very hard for content to be distributed widely on social networks because you've built walls around them um and as a result um journalism great journalism isn't going to be as well funded
you're starting to see more key and big wide beautiful ads on the New York Times Wall Street Journal um somewhat effective yeah uh it depends you know if they interrupt the experience it's really it's really challenging now if you look at their iPad apps then yes I think that those are becoming way more effective
vog has 1.2 million readers in the US and they make $300 million a year just on Advertising it's amazing and people a million readers 300 million in advertising that's $300 a user that's there's no internet business that does that today not even Google
the biggest wins from Twitter which has to do with our content too which is very easy to promote a the top very viral hottest cartoon character I mean like that stuff does awesome on Twitter
if I could give you $1,000 to invest in the three companies at their current valuations how we just put that up Google you put a hundred dollars on Google yeah four hundred nothing on Twitter nothing
the business Twitter page hasn't changed as far as I can tell in a year two years
how long is it gonna take them to catch up hard to say I'm here maybe at the current pace to get a year to have what Facebook has now
the buying ads tool on Facebook is second to none and the entry point slow the internet went on Twitter is 80 grand 125 grand right depending on who you know you don't have the self-service tool yet you know and they don't have any metrics
the value breakdown on a percentage basis for a restaurant or a small services company let's say you know like a web designer or something so I think maybe you go 50 in on Facebook 30% on Twitter maybe at the most
it's still Twitter still Twitter yeah maybe Google+ when they started integrating offer is another you know features
I didn't really buy his excuses for why they didn't release that before but you know now the numbers look good so they're talking about it
I think the spam problem is is huge on Twitter right now
I think it's I think it's a smart messaging move is to try to move themselves away from the Facebook discussion
I think Twitter is doing awesome in terms of product release
I guess the question is Twitter too I mean Twitter now is run by uh I wonder do dick costelo a business guy sales guy or is he a product guy I think he's more of a business sales guy anyway this is what happens when you put somebody who's not a product person in charge of a company
Facebook's introduced some new features this week uh first one a subscribe button it allows people to rather than being friends with you they can just hit subscribe and then they can see everything you post publicly but you get a choice about whether you share stuff with just your friends or uh with the general public at large
this is way too complicated I don't think anybody understands what these words mean
Facebook I think has hit Peak social like peak oil Peak social
Google+ opened up its API for the first time this week and there was no discussion of circles or public circles or that kind of data being made accessible it was really simple and uh and it was a big disappointment meanwhile Here Comes Facebook with a a really intuitive automated version of what uh what Google Circles said it was going to bring to Market
I think that uh the smart lists are awesome I I just went on and started testing them today I'm I've got a thousand contacts on Facebook mostly family and friends but I've now I've got one button I can click and just catch up with all my old high school friends from 15 years years ago that would have otherwise been lost in the Stream and that I never see updates from it's automatic it's intuitive it delivers immediate value to real people's real lives
it's a really bad sign but there was there's also a historical when when Jack was kind of uh voted out yeah Fred and Bon were part of that vote right so maybe Jack coming back in and taking more of a prominent position it's just a it's a it's a it's this is one of those startups that I think is like in a way it's cursed
Dan primac says they sold up to 20% of their shares uh before leaving and they're the the technology guys as far as I'm concerned but look at the rest of the board it's money guys
I predict this thing is going to be sold within the next couple of months that's what this is telling me Twitter to who Microsoft or Google obviously
you don't see this happening at Facebook at all you don't see it happening at Zinga at all all you don't see it happening at Groupon and Groupon's got massive problems you Circle the as as a team you circle the wagons when you have some an asset that's worth $10 billion you protect it at all cost and what you have here is the wagons are not circled people are not they don't have each other's back they're not protecting the asset which means this asset is either for sale or it's been already sold
if you go long but if that was the case then Fred and ban would stay through sale to make sure they don't lose their investment so something very fishy is going on very this is a massive red flag
this is one of those startups that I think is like in a way it's cursed like the flipping of management and CEO role and now board role that's just way too much to go on for this company to be successful
Fred and ban said you know what if you don't sell to Google or Microsoft at 12 billion or 15 billion we want out buy our shares out at this price because we just fundamentally disagree that we are going to build a be able to build a $5 billion asset
they did tell attendees uh at Tech crunches rup that the Analytics tool will be free
that to me is just a sign that you need to sell every share of Twitter you own in the secondary Market as quick as possible if Fred Wilson and bean leave that to me I mean that must have taken a lot for them to lose faith in Twitter
they're just so far behind
it just feels like Twitter is incapable of releasing products when the consumers want them you know like they get their um uh their mobile apps out Years After People Want it they get their analytics out years after people are demanding it they get uh inbound photo support years after it's requested this is why their growth is not spectacular
most of the time when I see analytics products like this it just feels like a way to optimize your narcissism uh and I find Twitter to be a much more powerful uh listening platform than uh than a platform that I want to sit and Tinker with uh with the analytics of my my uh consumers that I'm publishing out to
I think Twitter is vulnerable... because it's got public profiles and all those other features um but without the restrictions... to have a real conversation on Twitter is extremely difficult
the free-for-all causes massive spam and harassment
that was just a really brilliant move and now has become their Achilles heel in my mind the 140 limitation
I like the idea that it forces their py conciseness
it has all of the capabilities of Twitter but none of the restrictions you can post more than 140 characters
the culture in the Twitter Community is let's use Twitter as a marketing channel
that's the feature I need on Twitter uh desperately because I am getting flooded with direct messages
Twitter baites us to tell us to tell the world what we're doing you know every moment of the day exactly
the entry point on Twitter is 80 grand 125 Grand depending on who you know have the self-service tool yet they don't and they don't have any metrics so I mean how long is it going to take them to catch up hard to say
I mean where's my I was supposed to have a pro page I mean I was talking to EV about that three years ago like where's the professional account why can't I see my metric you know it's still terrible for businesses to do anything on this platform yet it's still so in
I think it's Jack I think now Jack's back he's already starting to infuse it with a little bit more movement they are releasing it seems like the release schedule hosting images yeah they got that done now they have this feed going they got the new um product out for Brands
they've basically ruined my mention feed it was really good to just see people replying to me talking but now I'm getting like people favoriting stuff and I don't really care too much about the favoriting and the retweeting
Twitter was a disaster because they couldn't keep the servers up and running
I think they took a big bet on a new Communications medium um it turned out not to be the right Communications medium and Twitter did right so at its base you know they really kept the DNA of the company they just had a different outward appearance um and I think that allowed them to focus on the problems that really mattered in the world
I never think it was their purpose to do that like I think what they wanted to do was allow people to upload photos really easily and post them to Twitter which is an experience I think Instagram highlighted right um the their focus on photos and integration into twitter.com has actually made the Instagram experience even better because now you can see your most recent Instagram photos on your Twitter page in the in the image gallery um and you know it's clear that that dedication to a media exp
the cool thing about what we're doing currently is how even organically brands are starting to sign up you know the Kate Spades of the world the banana republics there are huge there are swaths of folks signing up day by day
I could say uh obviously there are things we're thinking of charging for in the future as far as premium Services go um but really you know our focus is in growth right now both in team and in usage and user base
we all have Android phones in the office now we're playing with stuff we're actively working on it um and we're really excited to get that out as as soon as possible but no timing
I think what we're trying to do is grow the team in the correct way not necessarily uh in the typical do way which is to staff up really quickly um without regard to culture and to to you know understanding how the team is going to grow
when they gave their money back to investors their vanity metrics the total number of customers and the total of messages sent were all pathetically small ... but the level of Engagement of those early customers was off the charts so there was an indication that something really interesting was going on there
I said Biz this is the stupidest idea ever come up with ... who wants to read everybody I only want to read the people who are capable of writing the paragraph and I didn't invest
Twitter offered investors a chance to get their money back many of whom are really regretting that they took them up on that offer
Twitter has been handicapped because they couldn't release new features because if release every time they release a new feature it absolutely um crushes the infrastructure so that's why they don't do uh photo hosting
I think it was incompetence because Facebook was a bigger success and they seem to be able to figure out how to keep servers online for the most part something that was something fun Mally wrong with the the tech team there in the beginning that they couldn't keep the servers up
Twitter has been an engineering and design disaster scalability disaster except for the last year
this is the beginning of content and business on Twitter and this is going to help them actually fill out their valuation but this is Twitter as media
I think that's a real interesting comparison because that's obviously where there's a lot of business for the social platforms to be
at some point Twitter transitioned from that to being a a large scale media Network right which is actually also good yes the most amazing broadcasting tool ever ever right but it's not what it was before
the most amazing broadcasting tool ever
that Facebook or Twitter cannot yeah because we've selected each other and we trust each other to share the most intimate moments
so you know Twitter when you when you make a tweet you're you're basically giving them a non-exclusive license to your Tweet M um so technically it's not theirs it's yours the thing is you don't have a copy of it and it lives only in Twitter and as you probably know um there's a limit to how much many tweets you can get out of Twitter even of your own go back some you know few thousand tweets but if you've made more than that tough yeah
they've totally hacked the system essentially if you're in Germany or you're in Iran or whatever you know how to get around your local IP addresses and to look like you're com from the country so what they're saying is if if you're a Dopey person dictator and you want to censor in your country we've now made it possible for you to censor in that country by the way everybody else in the world sees the tweet and anybody who's got half an ounce of sophistication knows how to route around this so it
Amazon has had all the raw material to make some kick-ass products and they just haven't right so why they're just so focused on the core business you know that's a good question like you would think that the Kindle one could have been better than what it is though it did rather well but it just could have been better and it wasn't so I just don't think they're a product company they're retailer fire I even the Kindle Fire is not that great the Kindle Fire is a piece of junk but it's $199 piece
it is incredibly frustrating to not have a good selection I feel like I would pay triple the price for just double the selection right I would pay 25 bucks a month to have triple the to double the selection it's too anemic
I canceled my streaming subscription to Netflix I just never used it
look what happened to twitter they let all those people build on their api and then they slowly added those features back into the product and those people extended their products hopefully to become more than just twitter products and it worked out for everybody they ended up buying some of those companies and tremendous value was created
I think Facebook will be the biggest return to venture capitalists as individ as direct as the investors yeah but it'll be the biggest return will be the biggest multiple but it'll be the biggest cash return cash return to venture capitalists
look what happened to Twitter they let all those people build on their API and then they slowly added those features back into the product and those people extended their products hopefully to become more than just Twitter products and it worked out for everybody they wanted to buying some of those companies that tremendous value is created
Twitter is a perfect example. Right. The value that you get from being able to connect with your followers, share information, right? Right. Understand the pulse of what's happening. Does it exceed the few times that it goes down? Of course.
our sort of our secret of success has been
it took salesforce.com uh about 12 years to get to 3 million users and it took us about three years to get three million users now we're kind of well past that and that's because this is so much more viral it's designed as a social network where salesforce is designed as contact management crm
people that did like like Twitter and Foursquare. And I was thinking to myself, what was a common thread amongst each of them... I realized that the entrepreneurs were extremely deliberate in every early decision that they made. They were not haphazard. And the reason is because they really felt like they were laying the foundation for a 10-year business.
it's like almost everything is something from somewhere else right and isn't it amazing how many of these people are just syndicating their Twitter over
I think it's so brilliant on Twitter's part because when you are in Twitter you could say send my tweets like just in the interface now ...
Twitter just made it a class issue I mean I and I think it's they made it class Warfare
I think it's a wealth transfer from I'll say the investors to the engineers
I think this is a great first shot and I think it's going to be a recruiting tool
it's clearly a recruiting tool
obviously he's not going to be able to buy Twitter they just won't sell it to him for you know whatever principal reasons they're going to try to go public
I think one of the challenges for Facebook and and Twitter doesn't have this um is that there's an expectation of privacy and there's the opportunity to grow by being open and that means Facebook connect and all these things so you see look at how Twitter has exploded with the API when you're tweeting you're publishing and there's you there's no expectation of privacy
Twitter on the other hand um it's it's impossible to disaggregate Twitter's rise and their success in getting to where they are today from the adoption of Twitter as a platform and what all the various The Innovation that the developer Community created on top of the Twitter apis right and and that some of which Twitter has co-opted some of which and made part of their core product now some of which they've shut down um but you cannot deny that you know Twitter would not be where it is today it
it was hard I'd say you know going against a market leader
we don't see ourselves at least I don't see ourselves as uh competitively positioned to them we feel like we're going after different parts of the same market
do you believe that advertising has sullied Twitter as a company or as a product no I don't think that the product is is any worse for the advertising again uh it depends how authentic you are with it I followed for a year after the um after the oil spill in the Gulf BP's use of Twitter that was one of the poor uses of Twitter uh I saw because they were constantly pointing to the good news we're having a concert here tourism is up here they really could have used Twitter as a way to authenticall
look you you you mentioned a moment ago this this idea that uh younger consumers have been trained that content is free look I don't think anybody is that silly to think that uh Alchemy exists today and it didn't exist thousands of years ago if you want VCS to invest in companies if you want uh buyers to buy companies that the VCS have invested and these companies have to have business models and they either have to get paid by marketers to reach consumers or they
Twitter's very well organized you go and it's very well curated in terms of the onboarding experience for the new user yeah Reddit it's like you learning to swim your dad throwing you off the dock and saying I hope you get the shore right
that's got to be Twitter's business model that's got to be Facebook's business model that's got to be Pinterest business model
i think facebook and twitter are really at risk with google and um with google and apple having social networks sort of built into the products they make
if they figure out how to do maps how hard could it be for them to figure out how to do a social network and they've got a social network right on here it's called your address book right and they buy let's say they bypass or they buy twitter which is what they should have done instead of the dividend they should have just backed up the brinks truck and bought twitter which i think they would get for 20 billion
i use twitter now twitter is you know pissing me off and like who do i use to authenticate do i have to i wish somebody would just create an authentication service
well but they were never very fast at innovating either right they personally weren't but their developers were right and so it felt like all the cool stuff was happening with the with the stream of data from twitter
i think they want to control their stream so they can control how how and when ads are shown and when you have developers tapping into that stream and showing you know cutting up and you know showing different visualizations of the data and ways that they want uh twitter loses the ability to control the advertising experience so it's a lot less interesting and that means the product now is going to i think it means the product is going to stall in terms of innovation on the platform
i think what would have been really interesting is for them to be this great platform company um they have such interesting data that no one else has this very real time information about what's going on in the world and you know if you expose that to developers and let them build interesting things on on top of that that's pretty that's pretty awesome that's pretty powerful
it feels like twitter has decided to take a very conservative approach to how they build out their monetization and go this very standard advertising friendly route um which you know i think it makes sense in in terms of realizing their evaluation but it makes them a lot less interesting of a company
i just feel like it's almost like twitter is jumping the shark now and i think they need to be careful um i think they need to do some things to real rebuild trust
i feel like i've invested a lot in twitter over you know six or seven years i've got all these followers and now innovation is going away and i sort of feel like i don't even own my history my timeline and now they're charging people to get access to the history
what they're doing is they're driving people to app.net right obviously that's a really interesting project and those people are having i just got invited to a developer um meetup and all these developers who want to play with the social stream are are now going to app.net and i think it's going to create and it's going to a new class of service will come out that'll be api guaranteed forever
i think they have a lot of facebook envy where you know facebook you had to use the api you had to use certain boxes and now they're sort of raining everything in but i have to say this is incredibly poorly executed um it's just a bit of a pr disaster
they're locking down their platform which was built off the backs of the innovation of all these developers now other people are desperately trying to get developers to build for their platform and twitter is doing the opposite it is a maddening strategy
everybody of course rushes to go download it and then they find out well i can't you know easily click from the timeline anymore those really cool panels that they came out with the lauren richter design is all gone and a lot of people started saying you know this is this is actually crap why did they do this and you know the whole idea of course is to unify your experience it looks a lot like the iphone app now so i guess the question is you know do the negative reviews matter and how long befo
I raised a couple of uh of other small funds that were just to buy Twitter shares and and this is when Twitter is a nine fig company evaluation
I think I think each of us doesn't give ourselves enough credit for how helpful we can be working at Google I was surrounded by the smartest advertising people in the world all the time and so YC companies would ask me like oh you're a Google guy we need you for the ads expertise and I was like oh I don't actually know that much about ads but the reality is because I'd been working at Google and generally paying attention to ads I would find myself in a room with a startup and be like actually i
my second investment was Twitter and um you know because it was 25k and it was so material I just started showing up at the company because I needed that 25k back someday
Evan Williams called me up and said hey I'm just closing up the round for this company I got you down for 25 25 okay great 25 hung up the phone and I said to myself I don't have $25,000
we also see on the other side of your Twitter investor and warrant adviser, that they've been locking down access
What we took in terms of a lesson from the bike messengers and learning a little bit about 140 characters and paging, [that] allowed us for Twitter to come up with what, I think you can call the democratization of media, that anybody could follow anybody else, who had something to say.
That's how the guys at Twitter think about the folks who invested up to this point, Bijan [Sabet] at Spark [Capital], Fred Wilson at Union Square [Ventures], uh... Peter Fenton at Benchmark. Like, all these guys feel like partners there, right? And... And so they, and the founders, and the management of that team, of that company show the respect to those investors.
Twitter has got a very healthy, obvious way to make money, that's user-friendly, advertiser-friendly, that leaves everybody feeling very confident and trustworthy.
And the ability to actually watch that stuff impact real-life is amazing.
I had a small team of engineers, I backed, called BackType, that Twitter acquired. And uhů those guys could actually track the impact of a tweet not only on Facebook, blogs, et cetera, but they can actually track the impact of that tweet on Foursquare check-ins.
We've never, in the history of advertising, had this kind of engagement happen on a platform before. What's happening on Twitter is just off-scale.
Today's developers on the Twitter platform are a lot of the media creators. The platform, they're building that media, and the content creators are building that, right? I mean, the platforms, the developers are the New York Times, you know, who are building symbiotic relationships with Twitter. The platforms are the Emmys, who are building symbiotic relationships to co-broadcasting. There are a lot of developers. And the developers are Crimson Hexagon, who are building, you know, the ways to un
Again, as an outside investor, uh... it would have been great to have Kevin Systrom and the team working over at Twitter, and having that, you know, photos, integrating in that product.
If Twitter did that deal, it would've been... it's playing offense. Facebook had to do that deal out of defense.
I think that Larry has an amazing ability... but I think, generally, it's hard for that company to wrap their head around social, because it's just a different problem set.
On Twitter, everything is about seeing more and more answers, just more and more responses, because, like, you want a diversity of replies.
Fluther, actually, was acquired by Twitter at the end. Aardvark was acquired by Google. I think it showed the difference in that approach.
Google was really good at finding the right answer. Twitter is good at servicing a bunch of stuff.
Even the weakest signals are amplified, as Biz likes to say.
Twitter lowered the bar even more. ... All you needed to do is to have the cell phone. ... you were suddenly an author. You were a publisher.
I think that's one of the reasons why Google was never really taking Twitter seriously, as it should.
Eric Schmidt goes on stage at uhů a banker conference in San Francisco, and calls Twitter the poor man's email.
they're perfectly within their rights to do it I think based you know the next thing can they build a real business out of it certainly anecdotally it seems like it's working well but again as I said before there there's still only a slice of the of the market and the brand is completely Mass market and yet people try it they don't know what to do with it they drop it and Twitter's got to solve that problem
there are sort of Na natural caps on Market penetration ... Twitter is more synchronous it it really thrives um when you have these Live Events maybe the there there's a cap to how many people want to use it this way uh there's and I think I'll take issue with Twitter being the nice guy in the block if if you talk to Developers for the last half year they've been locking down their API they have every right to do this it's private property um they they they can if they want but they run the risk
the key next challenge for Twitter is finding a way to really become a mainstream technology and part of that is you be finding ways to radically simplify the service the fact that you have to figure it out figure out who to follow and there's still all these inside jokes and things like that it's it is a addictive but it's addictive for a very very information intensive consumer and most just aren't
I think first it's it's always amusing to me to listen to people say a company is completely screwed because their service goes down because the demand is so great for it that they can't keep up with it high class problem exactly it happened to AOL late 90s it happened to eBay I mean obviously some companies get killed Myspace got killed because they could or friender really got killed because they couldn't they couldn't manage it but temporary outages companies can deal with that and it's a sig
I don't think this has to do with the service staying up I think it has to do with the fact that this is the place that you know the news is not going to report on the Facebook image that Barack Obama posted because who cares you know like people just seem to not care about Facebook as much but they do love Twitter right so it feels like fa to me it feels like and I'm interested in Henry's thoughts Facebook is doing like all the wrong things right now to get revenue and to squeeze people and Twi
the users don't want Twitter to turn off the API yeah I don't think that's good for users no
I think that might be illegal if the FTC is listening like shouldn't we know what's Amplified and who paid to amplify
the newsfeed is actually the engine of monetization and they're creating not the sidebar yeah that's garbage so the new but being able to being able to play games to bid up things on Newsfeed that's that's the Holy Grail ad business model and they have to make it work on mobile mhm um and maybe they will so again I'm not saying it won't happen but God how annoying that you know knowing that the things I think are content in my feed may or may not have been paid for
this is a thing that Twitter has seemed to have locked down and killed in the ecosystem that's correct this is a real loss I mean I used to be able to log into Tumblr and find all my friends or log into Facebook and find all my friends on Instagram too didn't they Instagram everything used to be able to log in who are my Twitter F friends and just discover all those people and not have to recreate the graph that's great you have to recreate the graph now don't you because that's their propri tha
they were effectively unbundled and they've been trying to put the toothpaste back on the tube right of where very painful and they're saying we're going to build every app experience right which to me is like whoa really yeah and they need to do that for monetization reasons and simplicity reasons because Facebook is doing that
that does create a pent up demand for an alternative yes and the developers have been desperate for an alternative and users in fact have been desperate for an alternative to systems that are just not open and innovative
we don't blame Twitter we understand it's happen it's a business it's their business they can do whatever they want because it's their business
Twitter owns nothing the users own those tweets yes so the users have built Twitter Twitter is now forced to monetize go public get a return on all these incredible valuations correct and they're shutting down the very tweet decks and the engine of innovation
they're essentially doing things big picture here that are not in the best interest of two groups of people the users right and the developers who want to Leverage What the users have put into the system
I don't blame them I'm not angry at Twitter I just I remember being on that side like if I were running their business if I were dick I'd probably do the same thing right
Twitter's going to Nuke their entire Dev ecosystem and it's really going to happen
again like Twitter we're betting that Twitter will figure out different ways of advertising we'll fast follow them right you know and and and and and I would argue that they probably haven't I mean there's a lot of you know Twitter's gotten a little bit of a buy recently because people got
I mean it did work for a long time like trading Twitter I mean a fine work it's not so Innovative in the sense that I mean I like the guys there and they've raised a lot of money TR trading shares in companies that it's dumb weren't previously available
I said first of all Twitter should have disrupted Bloomberg so so you got Google you got Yahoo you got you got Google doesn't want to take on Bloomberg they should right uh you got crappy UI in New York you've got Bloomberg and a bunch of Meatheads at Bloomberg
Fred offered me a 25 Grand investment I like this is dumbest idea ever but I said Twitter for stocks now that's really smart so Twitter you pass on at 25k and it was uh what $500 million valuation no no no uh three on 17 3 million on 17 million
I wrote the blog post saying Twitter is stupid so you know I'm definitely wrong all the time
I passed on Twitter because I have rules at 20 million valuation
Amazon should buy Twitter I mean they just by Twitter not Google well Google doesn't I think Google's lost interest finally in that stuff
I guess in some ways it parallels the issue that Twitter itself has, which is you gain from other people taking tweets and doing things with them that expand your audience. At the same point in time, as you'll know with Twitter, they're concerned about how the tweets ultimately get presented and used.
in Twitter, when you write a tweet, everyone who follows you sees it. Everyone. and if they don't like what they see, they unfollow you. And it's easy to unfollow someone on Twitter. And I think that's part of the beauty of it. Um, also because Twitter is asymmetric, meaning uh 500,000 people can follow you and you only have to follow 500 back if you want. Um, it's easier for people to choose to follow you or not.
we've seen Facebook more as a as a engagement engine during the week and less in-game Okay. Um, and you know that is where we tend to we view Facebook more as an extension of our publishing platform and we publish content into Facebook, engage fans there, bring them back to.com for the deeper engagement. But Twitter actually drives consumption of the TV show
on a Sunday afternoon when we have multiple games going at once, you know, outside of the the top promoted tweet, we tend to own all nine unless something major is happening in national world affairs, right? I mean it's just it's it's extraordinarily powerful and I think there is a virtuous cycle here
Twitter actually drives consumption of the TV show because if someone just scored a touchdown or there was an amazing play or it's a tight game with two minutes to go, I mean, I know if it's a really tight game with two minutes to go, I'm saying you should turn on your TV set.
I'd say 95% Facebook is not the number one social network 10 years I mean come on anything can happen
some other one 89% 89% some other one and the the 11% break the 11% down by Twitter and Facebook Twitter is look look at Instagram Instagram is only what two years old and it has 130 million users on it and I I've sat next to people who say I use Instagram more than than I use Facebook
but but the fear ra uh R is that if you imported let's say my 60,000 tweets I've literally touched or retweeted or shared um almost everybody in the tech industry you could get a really good social graph off of that and now you can import that and build a new kind of service that would be even better than Twitter and offer more utility and then all of a sudden the Geeks would start going over and that once the Geeks do that brings everybody else in a way
well because these Services path uh Twitter app.net they're all about the present I mean the ability to Archive is is a feature for geeks and and writers who so I I don't think it's a competitive thing I don't think that anybody's going to leave Twitter for competing service over the archive feature I think it's to keep the Geeks happy I don't I don't think it's that big a deal
part of it's uh like you said a startup has to prioritize what it does and you know look at their at their uh dealing with lists you know I need lists I'm heavy user I need lists they say nobody uses lists they are looking at the user who just joined to watch the pope right now right and and there's a lot more of those users out there then are going to listen to anything you and I or ra say God the list service sucks like it's still like you're capped at 500 people per list you can't edit your l
Robert is the reason that they of them yeah Robert is the reason they've made this inaccessible so that people cannot create a competitor and Export them and autoimport them into path that's part of it that's certainly part of it
Twitter is finally going to let you access your full Archive of tweets right this was something that dick Costello had promised would happen by the end of the year I think the engineers were a little worried when he said that
you know it's not when you come into a market that's filled with dead bodies you should really take a look at why that's the case and I'm sure Twitter did so
I think it signals something about Twitter that they've caught up with their main platform and they can start doing stuff like independent products
I think they should have done that like two years ago
the super amazing deal would be if Apple could buy square and [ __ ] Twitter and then just put jack as the chief product officer magical that would never happen but that would be magical it would be magic U and it would probably work
Apple could over pay and buy Twitter for $50 billion ... I would say do in a [ __ ] heartbeat
if you're Twitter you'd probably be asking for 30 or 40 because you've got growth like kicking in if you figure out monetization [ __ ] it might be worth 50 to 100 billion
or one one Twitter or one Facebook right like how good you you think you can pick five YouTubes out of 30 good luck [ __ ] it's hard
Evan Williams registered twitter.com through us he was working on Odio at the time and and we were having a conversation with some people at you know who were running the Ops side and like they were you know at the 09 time frame they were starting to get really uh really popular and busy and and kind of exploding we're you guys are paying us $30 a year what you know what do you think is a fair price obviously it's not $30 a year and they said well what you know what would you do listwise we said
the big cold war between Zuckerberg and D Costello where you know I guess Twitter is blocking Instagram photos from being shown because Instagram and Facebook won't let Twitter look up your friends there and all this nonsense
I can totally see this being an emerging markets play. This is where they want to grow Android use already in like in terms of messaging applications and things like that. So like you know China obviously India, South America, Middle East. Uh I agree I agree with him on this one.
I don't think on the revenue side it is. I mean I don't Yes, there is certainly already been talk about how they're going to put advertisements there and you know maybe there is a species of human beings somewhere on the planet that doesn't mind having huge advertisements blasted at the home screen of their um smartphone, but it's certainly nobody I know.
I think it's going to be sideways and sideways meaning very volatile up and down as people get excited about different things. To me, the big issue is is they went public very late. They were a very mature company. They already had a 50% operating margin. Their revenue growth was starting to decelerate rapidly and they were making this big transition from desktop to mobile. Normally when a when that starts to happen, a stock that has been a momentum stock that has done nothing but go through the
I think I have to agree with Mike. I mean, Mark's gotten so much better. And the first big public appearance that he had after the IPO where just everybody was dumping on him and on the stock and everything else. And that's when he went out in I think it was the Techrunch Disrupt. Um, and he was excellent. He was funny. He was self-deprecating and and he presented very well and he instilled a lot of confidence. and you saw the stock take off immediately on that. So I I don't think people have an
I still think Zuckerberg is the worst presenter ever. Like he doesn't understand the timing of when people clap. He's like, 'And so here is Chattheads. Here is Chattheads.' And it was like he got so much better. He has gotten so much better over the years though. Like before he he now he actually has like emotion. Before he was like affect now at least he can sort of like say I'm excited about this.
I think this is a watershed moment for Facebook. I think it's really wholly original. Um, even though it's got some inspiration, I feel like this is like they're finally starting to do original things.
I think that they were very smart to take uh the sort of things that are hot right now. So, like obviously messaging apps are like exploding. There's like WhatsApp, which has like tens of millions of users. Uh, message, Snapchat, things like that. Message me, exactly. Which just launched. So, they're not doing direct ripoffs and like straight up going headtohead like they did with Poke, which totally flopped. But they are sort of synthesizing these different elements into, you know, into a great
I really did like the also I thought it was the most original thing I've seen Facebook do ever because Facebook's never done anything, right? They always just steal stuff, right? Snapchat was just a total pixel for pixel ripoff of Poke or Poke was Snapchat rather, sorry, the other way around. And this just seemed like wholly original like we're going to do. They took their time. We're going to But they did seem to be stealing a little bit from Path, right? The little circular faces was a a clear
It'll be very interesting to see whether Google tries to restrict this going forward. Because effectively Facebook has now put itself between both the hardware provider and the operating system provider and the customer and this is all about owning the customer and value. This is a very bold move and if it if this really becomes the thing I think a lot of the operating system guys are going to be disrupted.
At this point, though, to me, this is is is a souped up Android app is what it is. The reason it is not on iOS is because I'm sure Apple would laugh out of the room saying, 'You got to be kidding me. We're not going to give away that real estate.'
I would hate it. It's already everything is just a tiny poke or swipe away from whatever I want. I like the app interface now. I don't need to be assaulted anymore than I already am by pictures or what have you.
I was talking to David Kirkpatrick actually on our Yahoo show this morning and he's saying, 'Look, you know, don't compare this to the US. This is all about India. It's all about China. This is where people really want this and and it's going to take off.'
I thought it was a very cool product. I mean, they did they definitely did some things that look really sexy. There's a lot of good functionality and and so forth.
I think absolutely if they did every time you turn on your phone, you watch a 15-second pre-roll... you start talking about some serious change after two years.
I look at Facebook I look at Google I look at Twitter and I think these guys they were ready to disintermediate everybody ... but in the end they're still just shareholder driven companies ... I look at them digital companies not as the first digital age companies but as the last Industrial Age companies
I was sort of comfortable with Twitter because it only does things really on my behalf when I tweet them out or people are retweeting me
the Googles and the Facebooks and the Twitter they're great at disrupting their own things but they're kind of refusing to disrupt the economy they still are just have good old-fashioned exit strategies they're still beholding to shareholders on the stock exchange rather than really flipping that on its head
I think that Twitter, for example, uh... has a form of native advertising working very well.
Even going back to that Twitter story, and the really key huge insight we had around 2009, I think, when we... Remember, when we changed the question from, 'What are you doing?' to 'What's happening?' That was after we realize, you know, Twitter isn't about status updates to my friends, it's more about... it's an information network, not a social network. It's also a social network to a degree. And that's where a lot people use it for, but... but what you really want to emphasize was this real-t
It's a new way to tell stories, and it's a perfect complement to Twitter, because it's all about... it allows you to tell a story about what's happening right now in a way, you didn't have before. It expands the palette.
And lots of people still tell us Twitter is hard to use, it's too confusing. And so, the simplicity is sort of uh... a bit of a Red herring, I think, in terms of what made it successful. It could be simpler, but yet, uh... it also needs to get more powerful.
And all that time, Chris Sacca would text me, like, 'This is big.' That became as BIG. It's BIG. And we started to get a sense, that it was big.
it was definitely a tipping point, and it was interesting, because it was the first glimmer of, uh... 'This isn't just a social what-my-friends-are-doing thing, it's a real-time information layer, that added a new aspect to this whole event.'
the Twitter information just felt better I mean yes there was absolutely misreporting and and things going off in different directions but I thought that that Twitter in terms of staying up to date
you can find those stolen Clips like before CNN puts it on its own channel by just doing the search on the hashtag and then you don't need to watch anything because it's a better experience
Twitter is the best place to do it the Twitter hashtag is the best place to follow the news and people are putting the clips up in real time
I think that's the one like real value of live television is is when it's a communal experience like that and and you see that with um the Academy Awards or even with last week in Boston right like it was uh Twitter became this sort of big communal thing centered around this
Peter teal says Twitter is going to outlast the New York Times
I use and like Facebook on a regular basis really yeah um I think what they build is very impressive but the cool thing about it is that these social networks particularly Twitter drive a ton of traffic to blogs and in fact sort of put a second wind um of uh readership to blogs
I think that there were a couple of things I mean they had four platforms uh live Journal typ pad movable type and Vox um you know I think that business-wise early on they had sort of a a misstep with the relicensing removal type where they changed how the licensing worked that was actually probably the first Tipping Point for WordPress was a lot of movable type users were unhappy with the licensing change and what they'd have to pay to upgrade to the new version and end up switching to Wordpres
YouTube is a great platform YouTube has a huge opportunity and it's YouTube's um game to lose
if you just do a Google search about the dark fiber they bought up and the amount of fiber they own they don't really have bandwidth costs the way that you know you setting up a web server with they have that as a fixed cost
there will be very significant competitors to YouTube who absolutely go out and individually contact each of you and say come to our platform that's coming
my impression of Google and YouTube is that and all technology companies is they really don't respect content companies I don't think that they think you're all that important on an individual basis
Google and YouTube taking this position that we don't do better deals is completely false they do give better deals they just don't give them to you
I believe that because Twitter and Facebook uh AOL Microsoft and these new competitors they will provide direct sales support and direct marketing support to the same creators who grew up on YouTube
I think actually Twitter is going to be the big sleeper Twitter has a 100 Partners right now in video that they're hosting video for nobody knows about it but the NBA started putting Clips on what's the difference between a Twitter follower and a YouTube subscriber nothing and so that's going to be a big platform I predict Twitter will be the most likely uh competitor to YouTube
I think they're actually pretty complementary products I think as times past they diverged in their use case I mean to me Twitter is real-time
I was actually a Twitter bear for much of the early years of writing about the company um but I'm very much changing my tune and that I I think that the growth and momentum is really interesting and I'm just sort of curious to figure out more about how quickly the business side is coming together but it does seem like they have a lot of momentum on that front
I'm I worry because like I'm my my sister doesn't use it my mother doesn't use it except to look at my tweets once in a while my girlfriend doesn't use it it because it's like there's so many like these little like idiosyncrasies about it you know is it too complicated for the sort of civilians out there try explaining a retweet versus a modified tweet to somebody
you can't underestimate Twitter just because of its reach but you know growth is at this point you know you've got they've got to be showing it right I mean I think Revenue no one really knows I think what Twitter's revenues are currently obviously I mean there are estimates out there about 500 million but it's hard to tell but I think all we people really care is how fast it's growing right
the retail investors will be like I love Twitter like that's that's going to be a reason people buy lots of people and they have real Revenue now Adam Bain joined the company you see the ads television a lot of big brands are in love with the advertising but the growth seems to be low in terms of the user base there seem to be stuck at this 200 million or so monthly
there's such scrutiny on this company and its financials and so many people from those in this room and outside who are going to be digging into it it's hard to imagine it's not going to be fully dissected to the degree that you have to be out there if you're IPO these days after what happened to the.com bust and even after Groupon and Zynga imploding I mean it seems like the investors are very thorough today you cannot get something past them
my theory is it would actually help Twitter in general because it will have less time to analyze and find more flaws you find more flaws as the months go on like think Groupon
Twitter I mean this is going to be a benchmark or Watershed whatever you call it I mean I think it will reestablish the mood around where we are in the cycle
I think these smaller IPOs though is a good sign for the market that there's um some at least investor interest in technology companies again
I think if you look at the space now you looked at Facebook you look at Lincolnton the tech sector evaluations are pretty good they're probably trying to ride some of that they're probably also trying to keep under that uh one billion uh Revenue mark because once you pass that then you got to put all those papers public if you're somewhere close to that and you expect to eventually go over it you don't want you like you want a file for IPO before then
I do think that it just seems natural that Twitter is going to get richer in terms of the media Types on it and especially when you are the social soundtrack for television Snippets and being able to kind of keep that thread going make a ton of sense from a product perspective
I think my worry with that is that changes the nature of Twitter like it it makes it into a different a more Facebook like platform I mean I'm sure that'll be inviting to some people especially football fans but I just I love the fact of a single identity
are the NFL Clips going to be six seconds or less um because this is this like Twitter has you know in all of its stuff it has this in both in videos and obviously in tweets it has this length limit either six seconds or 140 characters and that doesn't make sense for a whole lot of things
I think this NFL deal is kind of interesting they've been doing a lot of deals right now where they're putting video clips onto Twitter that are hosted by Twitter so in a way like YouTube but only for select partners and they have a couple of dozen it's over 40 at this point video Partners but nobody seems to be picking up on this in the news
Nielsen did released this study where they showed that there's like a significant relationship between how people use Twitter and TV ratings which is a huge thing because that that suggests that like when people when advertisers kind of tie their campaigns uh you know integrate Twitter campaigns with TV campaigns that you know that's a natural kind of way to buy ads it's kind of a platform that Facebook um you know has has tried to make that connection but I don't think it's as as clear
Twitter is much more real time than Facebook um what Twitter does is sync up all these people talking about the same thing at the same time uh and Facebook doesn't really do that because news feed is a uh you know an algorithmically uh generated list of things that are happening to your friends and your family not things that are happening right now so that's the major sort of functional difference that leads to these two different use cases
how Twitter has been doing a much better job of positioning itself as the you know social soundtrack to television and actually doing a much better job of tying itself to TV ad spends and TV ad budgets and I think that that is actually the most interesting element and reinforced by the NFL deal and things along those lines that even though the service in Facebook is so much bigger and and everything you're saying you've heard about you know Twitter being a strange service that you kind of have t
I was essentially arguing that Twitter is a more inherently kind of a nichier product than Facebook which is not to say it's small like if you know it still attracts hundreds of millions of users but um it's of more limited appeal and that's what's great about it I think and I worry that if uh they face pressure to grow faster either revenues or users um that they might morph into something closer to Facebook and and lose what's great about Twitter now
the absolute winner possibly for all time never to be matched on this is Twitter why because the product was so simple as that a lot of Engineers will look at it and say it's not even in anything you know I just I certainly discounted myself I mean what are you doing right now no more than a sentence right go right I believe that Twitter delivered on the Founder's intention and um and continues to to this day Twitter has not been expanded in in very big ways no they've actually done very very li
I'm going to guess a 10 bagger for you
I actually got sold to Twitter
the idea that someone invented Twitter is nonsense it it was it was a bunch of people in a room playing around with ideas and exploring and this thing accidentally fell out
I wouldn't say that Twitter is Jack's Innovation I would say that Twitter was 12 people's Innovation
I think it's fair to say Twitter is a this might be a little unfair but it's a it's an idea and a company that succeeds despite the founders or at least as you say maybe part because of the of the friction
when d dick took over um he was he's an operations guy and the company was at a point where it needed an operator and I think so I think each person was right for that period of time
when EV took over EV is not a he's not a very egotistical person he doesn't like to hang out with celebrities and be you know know on the cover of magazines and it was a time when everyone wanted to talk to people at Twitter and celebrities and everything and he kept that at Bay because he wasn't interested in it and it allowed the company to grow
when Jack was Jack was running the show he was so busy trying to figure out how to run the company that he wasn't focused on the product and and the users developed the at symbol and the hashtag and the URLs and all these things
when Noah started it Noah was he's like Kramer a really sweet guy he's all over the place and he is um he's coming up with all these wacky ideas and explaining what Twitter was back then even today is almost impossible right and and his his kind of eccentricities were the thing that got it just just far enough that people start to use it
if they didn't have all this chaos would the product be 10 times bigger do you think would it be Facebook I don't think the product would exist because I think that the chaos was what made the product what it is
I think part of it was also that the best way to kind of describe the Twitter story is um Game of Thrones with Nerds um it really is I mean the Iron Throne is the CEO ship of Twitter um and they literally all bludge into each other to death trying to sit in that little electronic chair or whatever it was
I do question the that uh that many consumers they I don't believe I think only your highest Tech consumer is going to consume this going to going to going to use my DX but I think that retailers um and Distributors and um and cultivators are definitely going to not leave home with something like that if it works
if they could figure out that science and and I think they can that's going to be an excellent product and we would carry all of those
I love that idea for that product and if and if that worked we would purchase that inh house
I think it brings a lot of credibility to the Cannabis uh world to have these products out there ... it shows that it's serious and high tech and I think that's important
I think if they're that that it's probably uh going to do well my guess is that they'll have to drop the price assuming it works they'll have to drop the price over time
whether it's from Facebook or Twitter you know as much as we all love those Services you can't be guaranteed that you're going to reach them
I thought this was a perfect acquisition it must been the wrong someone's gonna buy it someone's gon someone's gonna buy it it'll it's yeah it'll be a Google it'll be a it'll be a Facebook someone's going to buy it
they are going to be the YouTube's biggest competitor because if they just allowed Ellen and you know Justin Bieber and all these people who have tens of millions of followers on Twitter to upload video because they can do Vine right now but if they could upload video and then Twitter sold the pre-rolls against it oh my God would that be incredible
I thought that was a great purchase and I think they should have done it because every time you add media to Twitter it reinforces its position as where the important artists and people play right
they did hire bit from YouTube so they obviously have aspirations of content
considering Twitter's failures in the past with music
Twitter tried to launch its own music service without success it was up and down in a year
Twitter has um you know has benefited from its adjacency to television programming I mean they they traded off that very heavily um and they're looking for some way to gain momentum in another space uh music seems logical
they need to find some way to grow their their user base they they're they're they're at about 200 million investors are disappointed with their rate of growth growth are not yet as large as Facebook which I guess is not surprising but nonetheless the street has high expectations
twitter is amazing twitter is such a good way to interact and like first meet people but then keep it interaction and engagement and build a relationship over time absolutely so much more scalable than
I think being overly reliant on one's social network is dangerous. And I think Zynga was a great example of the dangers of relying on that.
there's actually really, if you think about it, there's really four what were called re-syndicators of data, which are different than, for example, some of the deals that Twitter might have had with some of the search engines.
I remember earlier this year, Twitter bought NIP. So obviously they're saying, hey, there's a business in what DataSift and NIP do. They bought them. So why didn't they buy you guys?
Twitter signed a couple of licenses to their data. I think it was Bing and Google and maybe the two of you guys for what they call the fire hose.
Facebook and Twitter, for example, that have done a really good job of building out ecosystems, very different ecosystems, but robust ecosystems nonetheless, surprise, surprise, are generating some of the most revenue out of all the social networks.
as Twitter has done and as other social networks like Tumblr have done, it really enables them to ensure the rights-compliant, privacy-compliant use of their data in the marketplace.
We're really seeing these social networks really come into their own and have, you know, they've truly become a place where people are exchanging very valuable information.
what's nice about Instagram it requires a yeah it's you can say a thousand words in a photo and that's how Instagram killed it 3 or four years ago they did a great job on making that limitation Twitter's gotten better at becoming more visual they now have photos you can now they have Vine a separate product for short videos
the big thing Twitter's just come out with is this cost per install ads and I'm spending money on that a lot of AD dollars are going into cost per install because I can reach people at a low cost and get them to download our app
Twitter is growing their active users they're just not growing them as fast as other services
Twitter may not be growing in terms of users that much but the revenue is going off
I think Twitter is growing um their revenues are up the Reven Adam Bane is crushing it
two reasons one is that in the SEC rules you can only have a certain number of investors before you have to go public right now it's about 500 you don't want to bring might increasing it with the jobs act but nonetheless you have to have a simple way to bring together the capital and as an entrepreneur you don't to be tracking down a guy for $10,000 if you're trying to raise a few million right and so what angelist does is they handle all the wires they handle all the communications and then the
connect as a relationships company so the more great investors we have invested in the company the better we were able to in our seed round that we closed that you led in June close $3 million from 150 accredited investors and a 100 of which came from your Syndicate
it's rebounded tremendously and it feels like the company's doing great Adam Bane is just crushing it on the ad sales
I think so my my guess is it if for Twitter it's good for more people to be out there but they probably want to have one owned and operated property to manage it a little more but I think data was smart that they Diversified away from just Twitter
that part's actually been pretty healthy on what I would consider the Enterprise side right so when you're trying to build a consumer app with Twitter data it inherently is going to be in conflict with Twitter trying to sell ads and capture eyeballs when you think about it being used in like you know data analytics social listening platforms um data Miner which is like mining for signals amongst all the noise that stuff's been super healthy and a lot of really valuable interesting companies ther
it's a mobile Focus right so not about like you know using the data of the system which is what the traditional API was it's you know crash litics such as you know crash reporting SDK they have mopb those are the existing ones people know about and it's all mobile Focus I think it's a lot of mobile toolkit developer toolkit stuff which would be really interesting
it was the let a thousand flowers bloom you know and then and then that all changed that all changed cuz people were getting too confused when they typed in Twitter to the App Store and saw 20 ... we need to go fix that so we did pissed off a lot of developers in the process but now it seems like it's reached equilibrium
one of the key moments I think at Twitter was when the celebrities came on board and in fact when I was living in La I told them Evan you know if we get Perez Hilton to join Twitter it'll be huge
I think that's a trillion dollar company and I think Twitter is going to be a trillion dollar company too so I think both of those companies will go at least 20x from where they are now which is a big number
And um who do you know at Twitter? You know what he said? Nobody. I'm not surprised. The number one user the number one person driving the growth of Vine knows nobody at Twitter. This proves your point.
Peace by Dre. Okay. Uh Vitamin Water, I'd even posit Twitter. Absolutely. Twitter. Um, you know, some of the most well-known companies that we know of are are built on the back of that culture.
we actually get more people completing the friends activity when it's later in the flow than earlier
this is kind of where Twitter got to in like 2011 and 12 which was like a massive set of changes and really that was part of the big ramp from you know 10 million or so active users up to you know what's now 280 something um you know million monthly active users you know over 100 million every day um probably much more than that
we had a big old leaky bucket and it was terrible um
this is Twitter homepage when I joined the company and we had a nice grind sign up now button and we had a big old search box which took people into Netherland of like death where they were searching on Twitter when they were brand new and they would see all these great terms at the bottom like American Idol and Justin Bieber and they click on those and they be like Justin Bieber I love Justin Bieber like a hundred tweets and like that did absolutely nothing to teach you of like the power of Twi
um just cuz I lived it but uh you guys remember when con o Brian was like fired from NBC and he went on tour he like literally he did like one tweet and sold out like the concert tour her like that afternoon and so there was all this great press they said hey Conor bran with one tweet sold out the concert T her and everybody would to go read that article and be like oh that's cool like Twitter's cool but I don't have anything to sell so why would I use it I was like wait that's actually the wron
I do think it's a little bit overdone and there's just so much going on and getting me to Tweet stuff out is just like or you know Facebook stuff like it's gotten a lot harder
I think I feel like this is one I'll talk about the least now because it's sort of everybody gets it get other people to Tweet stuff out and they'll land on your page and then hopefully they'll download your app or they'll they'll get invited to it but I mean Instagram is like the master of this like Instagram grew almost solely in the early days on the backs of Facebook and Twitter because every time you would go to Facebook and Twitter you be like oh that's a really cool picture oh my God how'
if you look at kind of where the Twitter homepage got to this is like vintage 2013 um says welcome to Twitter find out what's happening right now with people and organizations you care about all of a sudden you show up at the homepage um we tell you what that promise is and that problem that you might have and and you start doing it and then from the entire sign up flow we try to convert you on that and so we're in a much different place than staying connected with friends sharing what's going o
I don't think that's the same thing as like the the human problem exactly that we're solving it's a little more you know fluffy than that but but I think it's important to kind of have these mission statements
dick tweeted out this mission in in um February 2011 our mission instantly connect people everywhere to most most meaningful to them
if you think about the people who really are most passionate and love Twitter and use it all the time there's a very small segment who are active broadcasters most people will say it's something around this of like I just I stay connected I know what's going on all the time I know what's happening and I think that's that's the power
we were kind of in a in a state where where we could really tell you like who wanted Twitter and what it was it for and we came with this phrase that that I really liked we someone wants to know what's happening in their world
Twitter kind of helping people just but I think it's really about understand the problem that we solved was exercise and we said like who is Twitter for like who really has the problem that we're solving in Twitter
most of the power of Twitter actually wasn't being able to communicate with your friends family and co-workers was actually being able to communicate with the world and figure out what's going on so we didn't even do a good job of the problem that like maybe Twitter really did solve kind of helping everybody else
it described itself as a service for friends and family to and stay connected through the exchange of quick frequent answers to one simple question what are you doing and if you think about that like that sounds like Facebook doesn't sound like a problem most people have and it was actually confusing
part of the reason that Twitter got you know as big as I think it is right now and it's this real big force in the world is I think we did a lot of hard work to help kind of identify that core problem that we thought Twitter solved
I think Twitter is sort of this often maligned company of like they don't know what they're solving and it like keeps coming back over and over again
I think that having especially Twitter so Facebook fans I don't think are valuable anymore but uh Twitter followers are somewhat of a a mark of credibility of a business you know one of the things I do is um if a a company has um uh has uh you know is is looking to raise money then I'll go and see their Twitter account if they have like two followers right that just doesn't bode well for me right anybody out there can go get a couple hundred followers and also like if you're going to like be on
I think this will be a cash cow for them. I think 20% of users will do it.
Well, um I think it obviously sucks to get harassed on any platform. Um I think I don’t what else could Dick Castella have said, right? Like I mean it at this point they were under fire. They just had their earnings call. Yeah. So to me it’s like it’s PR. It’s just PR. Like but I do think it’s great if they can find a way to solve for it. But they’ve done a lot of work to solve for stuff over time. They actually have a much better process I think than Facebook for reporting stuff. I have to say
followers the more followers I have on a site like Twitter the better the product becomes is a way for me to reach my audience so if Twitter were to send out an email tomorrow that says I'm sorry Twitter's no longer free you're gonna have to start paying for it who's more likely to start paying someone with ten followers or 10,000 followers of course gonna be the person with 10,000 followers because they've stored all this value in the form of followers
when you open up your Twitter feed you find that okay maybe the first thing isn't very interesting and then maybe the second thing isn't very interesting but oh maybe the third or fourth tweet is super interesting and so what do you have to do to get more of this information reward what do you have to do just keep scrolling so this scrolling and scrolling is very similar to pulling on a slot machine searching and searching and never done searching for these variable rewards of the hunt
users always had plenty of motivation when they landed on this page no one came to that page by mistake ... everybody came to this page with plenty of motivation they heard about it from a friend they heard about her on Oprah they had tons of motivation when they came to this page or they wouldn't already be there
what Twitter figured out by reducing the cognitive clutter by making it easier for the user to figure out what the heck you want them to do they increase conversion more people signed up and they could start sending people through their four steps of the hook
I've seen people turn down Twitter Zinga Uber and thumbtack over valuation issues in those cases all four of those companies had people turn them down overvaluation and then later of course turned out to be very wrong
when you're in a rocket ship nobody wants to get off the board everybody wants to stay on the board because it's like it's like a a position of influence and power
we would just scale the product you know keep doing what you're doing make it more reliable make it more available and and let the world come to you
how much Twitter has defined culture to find the news to find individuals presence
the strength of Twitter is that it's where people go to make news now
Twitter had such a great fundamental idea that um you know whether it was very badly managed or somewhat badly managed or whether you're in favor of smoking pot or against smoking pot, it just didn't matter because the um the great um idea um sort of carried the day on so many other things.
we've gone through an acquisition before like we know what that that growth process is like and and how much the the culture and everything changes and I think if you just take five a group of five people in a startup and put them into a 4,000 person company um things change really quickly and you don't necessarily get to focus on that startup mentality in the way that it deserves
I think that's a that's a subjective question and for us absolutely it's important I think that if you're truly building a startup you need to have your own space you need to have your own pace you have you need to have your own snacks your own you know everything just little it's the culture is really important
we have our own product we have our own identity um we have our own engineering organization and product organization we have our own office physically
the operational thesis is we are running a startup with the resources of a bigger company
even independent companies like mirat have the natural inclination to want to use Twitter as the syndication platform or the identity platform for that matter
Twitter is the closest thing the world has had to a live platform ... it is the pulse of what the world is thinking and saying right now which is why we got excited about this potential partnership with them
what they wanted was to let us just keep doing what we were doing but just give us the resources to do it better faster stronger
our vision was really aligned with Twitter's vision
it's kind of the future of Twitter video live video it's going to change everything
I would write a check to Twitter and then show up at Twitter even though Jack didn't want me around and just force my way into being so that I could get that money back someday right um and ultimately I mean it was lean for years there was a point where I started buying everyone's Twitter stock and I ran out of my own money and so I took a loan for my assistant briefly to float me until I could uh get a little more liquidity so I could buy more Twitter stock and you at the end wound up owning lo
I also think anybody that has heavy infrastructure and heavy costs for acting slow in media right now like it's a ticking Time Bomb I mean these traditional media companies have such big problems because they have such overhead on something that doesn't provide value anymore in the actual Marketplace
I think every business is in the media business and I think with the cost entry that we're looking at right now that as people start realizing that impact and how much that can impact their business we'll see people's behavior change.
the Twitter execution that I was doing in the early days and so it wasn't so much how much more it was how much more with no actual Financial investment it was the awareness built by these new tools that were hitting an incredible scale organically
there will come a Tipping Point like the pressure to monetize will provoke things and it will create this big whole opening called we're like Twitter but with like less odds or whatever or with less uh privacy concerns
if you take something like Twitter the more users on Twitter the more users on Twitter so if everyone's using Twitter everyone else will start using Twitter that's a positive samide Network effect and then the more people on Twitter the more advertisers on Twitter so that's a cross-side positive the more advertisers in Twitter the less advertisers in Twitter if everyone's there the part's over the cpms get to get ridiculous and it's just no longer any fun and then lastly the more advertisers the
The number one requested feature on sliding to do the number one thing I'm slack right now that they're asking for is video
I want as many of these and our other devices out there at the elope at low prices at affordable prices
What we did: I went in and you rubra fide the cisco product line which is to say what sucks yep fix it
I think it's a major shot across the bow of all news apps for them to basically say you know what we're going to make this front and center
I think they're approaching it the wrong way ... the partners they have it's a CBS news ... and a few other really um major sites ... they've basically said they're going to have a small cohort of news organizations in there doing it ... I think their way is wrong
it's very interesting technique if you're verified ... they basically took every pain in the ass and they gave them the blue check which means they know who's a journalist in that system
Cara's latest reporting is that the board is I guess now for the first time seriously considering Jack
What the platforms don't understand as these platforms become more and more competitive, it's going to be easier to port your your your fan base over to another emerging platform.
The number one user on Vine was a is um uh Bach. Uh and he I asked him I met him at um an art show, and I said, 'You know, who do you know at Twitter, and who do you know at Vine?' He said, 'I've never met anybody there.' No, I I I said, 'You're the number one user on the platform.'
when you look at some of the best companies out there, you know, be it Facebook, Twitter, um Spotify, it wasn't these celebrity-driven networks. It just was about really having a great product
the best way to get outraged is to have a poorly framed debate and the best way to have a poorly framed debate is to have it over a medium that has 140 characters long so I think that's the problem and anonymity right exactly
I'm screwing all the data all the data now at Twitter is GNA be screwed up because I'm going to reply with a star and not Fave stuff so I'm just screwing up the whole model
I think it's a Twitter problem
Twitter's not for conversation anymore
it's a bridge too far for me like I don't want to hug you I want to fist bump you you know like I'm noting what you said but I'm not hugging you I find it pandering and childish just like I found the like button was so manipulative and unsophisticated
the Twitter's problems have been a long time coming... none of my friends are going to use it I'm trying I'm an advocate I'm a brand Advocate they are not switching I can't they don't even know how to they don't know how to use it
this change makes no difference but it's symbolic
I think it's a really good thing because at the very least it shows that Jack is willing to piss off the core user base in the interest of hopefully he thinks widening the user base overall so if they're willing to take a chance and make us mad but not to the point that we leave that's great they should do that all the time I mean we want Twitter to succeed right we want we don't want it to go away
with Jack in the lead they definitely get a pass to change some stuff to take on some religious issues like uh tweet length
it's frustrating to me that clicks go off Network just to get extra characters yes I hate that people post to Instagram so that they can post paragraphs or post to Facebook and then have it auto post to Twitter and then that click goes away it's stupid it was a cool device it got us here it may be it may be a device that won't get us there what got you here won't get you there
there is nobody in Tech who understands can speak to and is more appreciated by um employees investors advertising partners ERS media and Publishers um future recruits uh other leaders of companies like just name name a constituency that in by which Adam isn't completely beloved right
I got really comfortable with it particularly because of the team he's got
if I sold six companies to Twitter I have six really angry email threads of Dick Costo about why the [ __ ] are you guys screwing these guys on stock
a management team that was unresponsive to investors to a lot of their own employees a board that was was completely Frozen ineffective um just toned deaf and paralyzed
I've I've had Twitter acquire six of our companies six yeah and are you leading that charge when that happens are you doing a whisper are you doing an intro or would you just tell them go something is a I mean first of all I own a lot of Twitter right so I'm deeply like interested in like long-term health of Twitter yeah and so if I think there's something that we're working on that you know will be helpful to Twitter I want it to be at Twitter like and so and not just companies I'm working on I
there are actually people in in the UK a prominent journalist female journalist had started a change Ador campaign calling on Twitter to have a simple change which is a report Link in the Perma link so people can more easily report content which has actually generated a huge amount more data about the things that are most
it seems to me an unsustainable proposition for its own user base I think for Twitter yeah to continue to maintain that I mean they're losing I know many prominent women who do not use Twitter simply because of that and that will Happ Moree
we just saw on Twitter yeah Twitter is struggling with this issue of like when somebody says you deserve to be harassed clearly as a joke yep but then people who are their followers are kind of crazy and then actually harass them uh and then harass them by just saying like I think you're fat like is it freedom of speech is it not
Twitter is an imens L effective tool at spreading a message but it's ephemeral
where's Twitter stock at right now we don't talk about Twitter stock I know that um people have been looking at taking a private so that's going around Twitter and Yahoo there's a lot of private talk going on right now oh you know private Twitter makes sense as far go back to the Missi driven companies that's a company that seems at least from the outside to be a mission driven company you know what the thing is when Twi totally worked when it was the Valley's charity project they make a lot of
Sam just wrote this like tonee piece like our advice to you is that you don't go to any other incubators if you don't get accepted to Y ComEd and just wait to be accepted into y combinator because it will decrease your chances of going to Y combinator
a lot of people have publicly said that and actually when you go you're like where are all the powerful VCS like a lot of them don't show up anymore
the valuations became such an issue that every time anybody brought up valuations publicly on Twitter Sam and Paul would come down on them and then they would say maybe you shouldn't come to um demo day like kind of as a threat on Twitter
by raising that continuity fund competing with them for the equity and leader rounds that's really pissed off a lot of VCS
Sam's very ambitious a friend of mine he wanted to go big so he's raised the continuity fund which is to do later stage rounds and he up upped it to I think 120 uh companies per class
the number of companies that they're doing means the the the average quality has gone way down
we need to work closely with Facebook and Twitter and and all of the other platforms that we can influence to make sure that we do get other better n other narratives out there
if I was running Twitter if I was Jack you should just say anybody who makes their own client can take 30% of whatever revenue is shown in that client ... they're still getting 70% and it might make people more into basketball more interested in Twitter
if Twitter were to allow people again to make their own clients and to display the feed however they wanted and just have fun with it that'd probably be a good move
it seemed to have hurt them right they you don't see nearly as much interesting things happening with your Twitter developer pop ecosystem as you did you know four or five years ago
Twitter was worried about right with people basically replicating the Twitter feed and Twitter clients right it's like now you don't have to use Twitter calm or are officially sanctioned Twitter clients you're using some third-party client that maybe isn't pulling in ads in a way
their customer is ad buyers right and so that's who they end up serving and so the API platform has to serve the ad buyers as well and so that kind of creates an interesting friction that you don't necessarily get in b2b
If you are a public figure, if you were the CEO of a company and you do not have your own voice on X, you are at risk.
man, X is getting exceptional at these dialogues and these missives now. It's fantastic.
Microsoft's the most likely buyer
the very first Revenue deals we did in the history of Twitter were Bing and uh Google Google yep and we gave them access to to the fire hose it wasn't even called that then but we just gave them access to our whole index that they could find ... we just looked at your index and you guys 62% of the URLs in your index are URLs that our spiders had never seen ... they paid us tens of millions of dollars for access to that data back then
Twitter trying to chase Maus monthly active users to try and keep Wall Street happy is trying to generate some source of inbound clicks so they give all of their index results to Google to include up at the top of the page it makes Google users very happy because now they have the best real-time results on search awesome and all they get are some incidental clicks back to Twitter and a in a process that's way too hard log into Etc I mean you choke on it
they have a unique information asset that nobody hasb brainer for Google to own it Facebook has obsessively tried to go after that and and they haven't been able to replicate it they have better information faster than everybody else on the planet
one of the things that Twitter suffers from is everybody who works there is a power user of Twitter right and so rarely do they get any fresh eyes on the product
it's suffering from distribution and you've got platforms out there that could easily add distribution to this thing whether it's Google Facebook Microsoft these are these are platforms with massive distribution Apple easy ways to get this thing in the hands of more users there's no doubt about it growth could be accelerated immediately right
there's a there's a ceiling on that
the transition from you know text to video Yeah is not only in step with the evolution of how mobile the direction we're all going with web and mobile uh and content but it's also the only way that company's been able to accelerate its monetization in the face of no user growth
over monetized as far as I'm concerned the platform is brilliant and the video stuff that he's been put in charge of has been gone really well
I'm really impressed by Adam Ban's success in monetizing the users they have
without a really streamlined management team that's not bottlenecked on a halftime CEO and without real product Vision yeah it's a company that's going sideways
I think we ended up with unfortunately was a result where we have Jack halime and we get a lot of talented performance from him out of that half time and the employees really like him yeah he has the gravitas of the founder and inventor of the product clearly EV is not that deeply involved and Adam Bane was not given all the responsibilities that I think people expected a see to be given
he doesn't excel at telling a public story to the investor class to a board of directors it's just not his game he's not a schmoozer and that's what caught up with him in the you know the kind of Palace intrigue of Twitter
two and a half years before the Periscope deal he was pounding the table about live video live video we got to have live video he just sees it
I think Evan Williams is the most Visionary product guy in this space
I and the other shareholders that we you know that I was representing in that in those talks really wanted to see Evan Williams come back and have a product role in the company even if it wasn't a formal title as a product role
I was a very vociferous advocate for Jack to get back into the company but that was part of a broader deal
how do you put something in my feed that says while you're away and it has zero fcking likes on it like why do I want to see that tweet
the fact that Twitter can't do that and can't do something with just stack ranking tweets by popularity I mean they've tried with the algorithmic feed but they're overthinking it they're trying to bring too much science to something that is just so easy
there is no Leanback way to consume tweets
Twitter has always thought about things as an account rather than the atomization of the Tweet
it's just not there so so this is aany that just hasn't gotten out of its way in making the product easier to use
I watched somebody at Twitter say look in order to watch the the Thursday night football game that they paid a ton of money for yeah enter in this URL that'll go into your browser then open it in the app and then you'll load this card and you're like are you kidding me right now
they haven't taken the obvious steps to eliminate the syntax you need
it's too hard to use still that's the reason number one
the thing has not been able to grow and that is the core problem
we were kind of taking a flyer on Evan Williams
no one with a straight face can tell you they knew how big it was going to be
I'm very proud of how we've done on paper even in realized returns with the twitters
that was an incredibly High pre-money valuation for something at that in that era
that dynamic of I'm talking to a few people but everyone can see it is a really hard problem.
part of what they did with the verified thing was try and preserve that model of it's a place you can post things.
Twitter's norms were set early in a very different way and was one of the reasons we all joined it because it it felt less pressured than blogging.
That is not an open channel to many people who are getting harassed on Twitter.
I'm kind of of the opinion that there's enough tools there and law enforcement should be enough to make this work.
on Twitter it's like every tweet you read is more famous than any tweet you will write because it's showing you the most popular ones… it amplifies engagement… that means it amplifies the the attacks and the the badness as well.
But the problem is that isn't really how this the world works. Any given tweet can be one of these ones that that takes off and becomes the famous one instantaneously… Twitter's verification doesn't give you any protection.
Twitter has made that choice.
they've said, "Okay, there's a bunch of people that we think um should be verified and have a different experience of Twitter, and then there's a there's a bunch of other people."
There should be a million Twitters. The point is that each each person sees their own set of things that they they would see.
maybe there should be two twitters.
we have this assumption that anonymity enables these behaviors. But when you actually study these issues, anonymity is orthogonal. Okay? People using anonymity are no more or less likely to be abusive than people using their names.
Twitter's built a lot of tools, probably more tools than anybody around harassment. You can mute somebody, you can block somebody.
they don't share revenue yet on Vine, right? They don't have ads on Vine yet. See, that's what they should do is they should put a post roll on Vine.
Twitter, I know Twitter's going to get into that, but- 70-30 Twitter's offering.
the battle for the platform has been won. They're not going to be displaced. Snapchat can't be displaced at this point. Instagram can't be displaced.
we spent about half the money we had raised trying to go against them. And I think we learned a lot and I know we learned a lot. Um, but do we spend them rest and trying to go after them or do we actually go and create what these other platforms really need, which is content.
we had up to, we had over 10 million downloads. And at one point, we had 7 million monthly active users. Very high engagement, but not enough for you to say, I'm going to put this piece of content here versus everywhere else.
what people want more is discoverability more than anything else. And that's where I feel that we struggled the most.
you look at a guy like Evan Williams who could have very easily built Twitter without all that investment and you looked at him you know he had $4.3 billion under his face the morning he got the you know IPO at on Twitter but you know but so sadly um here's a company that makes $2 billion a year that's being considered an object failure because their debt structure doesn't accommodate that right whereas if they had understood oh there's another way to go about this we could build this company in
we're expecting Facebook and Google and Twitter and all these companies and these giant valuations to depend on data and it's just um that's not the ultimate exit strategy
we did get uh sort of threatened with the lawsuit early on nothing came of it
we were fortunate that our German Factory which we now own had their own intellectual property and way of doing things
step number one to building a big business for whatever the next wave is is you never want to have the same business model that the current Monopoly has
anything that's subscale today which is Twitter and potentially could remain SN like Snapchat biggest problem is the fact they have the same exact business model that Facebook Instagram now with WhatsApp Facebook Messenger has which is targeted advertising
Twitter has never been comfortable copying other people no and Facebook and now Instagram they are Relentless and they are Unapologetic about it
I think for that exact reason yeah it's not a nice place it it's not a nice place anymore
Twitter is not growing or has no way to capture that at all it's like shouldn't Twitter be growing massively because Trump is on there starting World War III with the Chinese no there's no lift how is there no lift
if you look at Twitter the level of harassment is insane yes um they keep making more and more tools so it it's become essentially whack-a-mole like if you're a woman on Twitter I mean my God I mean it's Savage
I think it's a little bit like playing whack-a-mole ... when you just look at all of these social services that have been about how do we connect people who are either famous to their or people who already know each other it it was a great 10 years yeah and now it's it's it's in a dark place sure and it's a little bit like moving you know Into the Dark Ages ... I think that the way the algorithms work is why we are at the moment and the time of echo Chambers and sort of you know Declarations of
I think that there are going to be um too many holes cameras are not good enough and and Radars and plus cameras are not good enough to get us to uh Kind of Perfect autonomous driving
autopilot is for highway driving right and um the thing that the Tesla doesn't have doesn't believe in is uh a lidar and this has been an area of huge debate in the industry where pretty much I would say 95% of people think that it's a very good idea to have more data not less data when helping a car decide where to go so uh Elon along with startups who frankly don't have a budget to create a system um with adequate lar coverage uh they're the only ones who think that it's not necessary um and I
I think Twitter loves it. We work closely with Twitter.
I may be 100% wrong about the financial outcome. It is a bunch of idiots, but it's also a bunch of geniuses, and it changes revolutions.
It's the stupides idea I'v ever heard of. I would never invest in something like Twitter. You took the blog post, and you got rid of the post, and you left the headline. Do you realize that if this succeeds, it's going to be a cacophony of idiots not even using full sentences?
here's my single big idea this is better than putting satellite dishes on Teslas and Uber uh creating Network everybody with a verified account gets to have sponsorship on their landing page and the bottom of their tweets if they opt in
if he makes those cuts and he makes it look massively profitable it's ready for sale
Jack doesn't want it to sell he wants to be Elon Musk or Steve Jobs with you know Disney with um Pixar and Apple so he's got the god king complex he doesn't want to give it up he wants control over both he wants to figure it out which I understand as a Founder you want to figure it out but he's not helping because he's unwilling to make those cuts
if we cut 500 to a th000 people we would be massively profitable
they couldn't keep the servers up they couldn't build a search engine they couldn't handle hosting their own images so they had twit pick they couldn't have a desktop application so tweet de and Hoot they couldn't handle having multiple accounts sign in so they came out hoote came out and they couldn't do an app
Twitter revoked its apis because Twitter was a a product of that people integrated into other products all right and then Twitter said no you can't use Twitter for other things this is working too much right I mean that was people were making better Twitter clients than Twitter was making
the best expansion uh possibility would have been to like really double down and invest and grow Vine and grow Periscope into their own things and grow others that made me this would have worked better like it is the Facebook strategy and it has worked like with like inv more into Instagram and WhatsApp and like porting out like Messenger as its own app like like Twitter should have done that for DMS
I think losing Adam Bane was like a huge loss for them the fact that they couldn't keep Adam Bane to me showed that there's a real problem with Jack's leadership because Adam Bane set up all the video success they had and they had this massive head start and video they had Periscope they had Vine
I think Jack coming back has resulted in what nothing nothing so if the idea negative progress well he's halftime yeah which problem you well I think you have to you know he did it half time and I think he's he's you know done about 60% of the job so he's about 20% more than the actual time he's putting into it
it's a move with no plan right it's sort of a hope is not a plan
the whole blog post about it was all about him and I'm just going to come back and I'm going to be me cuz nobody else can be me and I thought yeah no we're screwed look this is not going introduce change
it's sort of a hope is not a plan to me it feels like neither Biz nor Jack knew what to do next
I've also talked with a bunch of EX Twitter employees and I have not heard one yet that thought was like that's a great move most of them are just like face palming
Chris Sacca ... looking at people's tweets on their personal accounts and just seeing how they carry themselves what things they're interested in just like little things like that that are small tells
you have to go to Twitter tomorrow you have to close this deal time running out this is going to be one of the most important companies of our time
and sure enough I was right but it's a 50 million doll mistake
you're going backwards in your career you did blogging and that was a big success you sold to Google and now you've taken the blog post out and you've left just the title if Twitter succeeds it's going to be a cacophony of idiots people who have no ability to write a paragraph are going to be up all day and all night writing fragments of sentences like complete idiots it's going to destroy society
she even managed Twitter on espanol yes so Spanish Twitter yes black Twitter and Spanish where those are very unique specific components of Twitter success yes um international users yeah and african-american yeah user base are very key to almost every single social media Instagram snapchat Twitter sure yes like Instagram is yeah massively driven by african-american sent content and also celebrities to like it
having been at Twitter early on every I saw the growth among African Americans as well as international and catering to that should have you know helped Twitter a little bit more as it relates now
Twitter after I wrote that blog post about they should just blur controversial content and make you click to undo it have you noticed in Twitter when you get somebody who says something offensive to you or just a bad word it says end one I'll reply and to moralize you have to click it to expose it have you seen that so I think that like Twitter maybe she just build tools to do this
when I look at Twitter I kind of felt like Twitter banning the meal oh eun-ah pelisses of the world was probably a mistake because they have tools in order to and there was a better way to do that which is let people flag them and maybe put their accounts on you know you have to double opt in to see them
telegram is getting a lot of heat because Isis is using this for secure communication it's more secure than whatsapp and any other chat app and Pavel the CEO his Twitter is amazing his blog posts are amazing he's going through the security saying we're doing off sites we're getting these people off of our service yeah because we want telegram to be secure for people that want to use it for positive things but this you know the whole point of telegram is that they don't know what's going through
if you are a private company with shareholders then don't you have no choice but to terminate these kind of people off your platform and if you want to make yourself the free-speech platform you can't have shareholders and you can't have a large employee base you know unless they are all in line with that and they're willing to risk this value of their shares and it's super unfair to employees to say hey come work here for four years put your net worth or some portion of your net worth in this c
for CloudFlare to be an open platform where they do not police speech and they allow any type of speech on their platform and they want to be a freedom of speech platform but we can all respect that we understand that this type of speech is hard to stomach but that you do have a right to go out and speak and say in insane stupid things in America it's one of the again double-edged shorts that we spoke of before you know it kind of sucks to hear this horrible stuff but once CloudFlare takes other
it's open technology. I mean, anyone can go out take SSL, which is publicly available on the internet. You can download the software, and we built an infrastructure around that to issue keys, maintain them, the whole management stuff in order to enable us to issue um certificates to our users.
So, it's important that you be able to secure your HVAC system, every aspect. So, we've taken all of that and wrapped it in one cybersecurity envelope. All controlled with a certificate.
the system is intended to be like I said, um all of those security functions building intrusion security um anyone moving around, you can use the motion sensors to turn lights on. Uh so, it's it's more integrated than you'll find an independent silo kind of systems. And then it's got this wrapper around it.
we really made a big shift at this time to make Twitter much much more about following
we found a bunch of users I called them bounce-back users who had signed up not gotten active on Twitter had come back and it finally gotten active on Twitter and we just called him up and we asked him these four questions why did you sign up in the first place what didn't meet your expectations when you first signed up why did you come back to give it another try and what worked the next time
if we got you to follow more than 30 accounts in your first couple sessions on Twitter we would had a much greater likelihood of getting you to core and it wasn't that we were like you must follow 30 it was it we want to keep giving you tools that helped you get there and the second thing we found was we called the 1/3 2/3 ratio which is about a 1/3 of the people that you followed followed you back
I think they need to do some of this exercise again so I think it'll help them uncover how they get to the next you know couple hundred million users
we were only getting 20% of our new users they even become these core users so we knew we had some work to do to improve that and as we did make those improvements we got Twitter's growth from about 10 200 million users during my time there
we did this chart when I joined Twitter and basically mapped out how many days a user came in the first month which I believe was February and then how many days they came what was the likely they came that many days or more in the second month and we graphed this whole thing on a chart like this and we realized that if you came about seven times in the first month at Twitter you were over 90% likely to come back seven or more times in the in the next month
our brca1 and 2 test is a not a hundred dollars which is a you know dramatic like I mean literally people are still billing insurance two thousand three thousand dollars for these exact same tests and you got it down to $99 there's no reason for everybody not to take this test
you made this ten times cheaper can you make it ten times cheaper again I would like to I think eventually it will be either ten times cheaper or I mean it already is at the point where it costs less than the value adds to the system sure so it's already crossed the ry+ stage which i think is actually the important threshold
I think over time I think the team has done an amazing job it's kind of you involved it lists at Twitter I feel like that's so me how's the feature that people that has not been addressed I agree it's the killer feature of Twitter yeah this it's kind of that yeah I think it's a it's an incredible source of information and signaling yeah I think was still very heavily underutilized
it seems like moments has done pretty well
I talk about a couple of the big misses, Zynga and Twitter amongst them.
I don't understand why I've been on Twitter for 10 years so Twitter should know me very very well I feel like they should be able to create like psychographic profiles based on the aggregated data that they have what you do not like what you like there's probably only like four people four types of people in the world right there's like Kerry's Samantha's Miranda's Charlotte's that's that's it so basically just you know who I am so you'd stop tracking me that's how ad buyers sped by the way just
people thought you guys were crazy when you made that late I think was a hundred million dollars into Twitter what was the valuation when you guys did that four billion or something it was something like maybe a three million change yeah and everybody's like oh Kleiner's late to the party they're catching up but that wound up being 10x mm 20x no 10 to 15 x depending on when you liquidated that would wind up being at least 4x probably more like 10x depending on you liquidated a hundred million ye
that was the right thing for Twitter to do in fact that's what Twitter should have done all along they shouldn't have had this anonymous toxic toxicity in the system
Twitter in a really story got crushed I think they were down 20% as well and their revenue was doing okay but they finally purged all of these bad accounts and so what did Wall Street do they gave him a haircut they took 20% off the stock
I think they're largely incompetent over there when it comes to product to be honest they just move very slow and they make very bad decisions
it's kind of embarrassing that Twitter can't figure this out on their own
Twitter is an exception important platform but it's struggling massively in the past couple years because he can't figure out how to be an open and honest platform or controlling harassment
he's had battery issues with manufacturing there with the gigafactory these had issues with the plants issues with quality control
part of the motivation for Elon and the team to do this is to avoid a lot of the internal kind of ups and downs that occur by being a public company
I think it's been kind of entertaining following Elon and all a lot of the in some ways comedy and drama that's been occurring here with Twitter and the public markets
he is Tony Stark no one should ever bet against Elon Musk period end all it's such a stupid bet to make no it's like literally betting against LeBron James
I mean I think regardless of whether it's you know fireworks or not just the fact they've been compelled to appear and that they chose to do so and took the time to research and have good answers and they've they're taking it seriously to me is important and good
nobody really screwed up well which is always a plus in these sort of things but at the end of the day you know they've been so highly proud it's so highly media trained about this that they'll have they'll get a question you can almost see flicking through the mental files and then okay this is the answer we get right edits it's all very anodyne and it's it's a public spectacle rather than trying to get stuff seriously sorted
I say something nice about Tesla I get 50 tweet robots yeah better like just the shorts and then as a black woman I mean I don't even you must get right on there it's atrocious even our brand I mean we've thought about taking blabbetty off twitter which we can't do of course they like obvious reasons but it's it's like an emotional abuse
the problem with being a public company is when he decreases and blocks those accounts growth appears to be right you know like they may need those million new accounts even though half of them are faked for Wall Street for optics engagement or the engagement and then it's killing the service because it's very hard to even be on the service with all these like spam accounts
they do what Twitter did which is like they algorithm you and they're like yeah you're too popular or you have to pay you have to pay to reach the people they eye does your own audience
they suppress those because they felt like black Twitter was taking over Twitter which is isn't the point of like technology that the best content wins
Twitter cruising 3040 billion over the next year or so
suffice it to say well north of nine figures and highly profitable with very few owners of the business
we are in 70 countries Craigslist is in a over 500 cities and the important part is to keep doing things that people want and ask for
Craigslist is about helping someone put food on the table it's about helping someone get that table and it's about helping get a roof under which to put the table and that's that's never changed from the beginning even when I stepped down from the CEO role we kept true to that pattern we also avoided temptation in the form of new in fancy interfaces sticking with what sticking with what people wanted and needed
M&A talks with both Twitter and Google stopped in their tracks because the entire team would not relocate to the Bay Area they wanted everyone when I told them that our entire team wasn't willing to do it it killed the deals
I have a pretty regular influx of uber employees sharing with me their next idea really asking for angel investing and a number of them in our syndicate adjacent syndicate
I mean I think on in terms of like its impact on the bay area my understanding is that a lot of the early employees who would have wanted access to liquidity probably already had some access to liquidity so it's unclear you know what the overall impact will be on kind of the local real estate market here
I mean in terms of the in terms of the IPO window I mean what was discussed last week was that I mean lifts filing may have been sort of a pre-emptive move ahead of uber and uber was really the one perhaps like calling the timing line that was what some of the New York Times reporting was suggesting
I think there's been some challenges there I think you will see them continue to emerge as a good base layer in a lot of ways but I think it will be about control more than democracy right I think it'll be about controlling your stuff whether it's your data or your money or whatever and your identity and sharing it with people in ways that you want you know moving away from the control of the Facebook's and Amazons and all that of the world
you look at Twitter in there and like we know Alex Jones is across a line and then you look at the horrible horrible things that are still on Twitter and you have to now look at it and say okay they have a line and all these horrible things are still on the ok side of that line
we were investors in Twitter and early on Twitter was an open API yeah and so we had Tweety and TweetDeck and all those things and so you have these Twitter didn't have its own iOS or Android app right and so you have people building applications on top of an open database but when Twitter figured out that gosh we need a business model and the business models gonna be advertising so we have to come we have to you know control the way in which our content is being displayed all of a sudden it did
Twitter we were the only investor in the first round because everybody else had said you know if you get a deal with the carrier to pay for the SMS minutes and give you a business model then we'll look at it but nobody felt good about a hillarious
if you're running a Content site I wouldn't filter my content right TV in China which Google is willing to do yes but I wouldn't do that now those running a different product where the value proposition to end-user was not freely dissemination of the content yeah like or an iPhone even some extent yeah I can see a different perspective on that because that's not what I'm selling to my consumers so I wouldn't I wouldn't back down on the value proposition that I promised my consumers and that peop
that's what the aggregate vation that that Google Facebook Twitter did to our our thought process because they took a country that was already somewhat polarized and by giving each people their own world to live in they made the polarization much worse
And when we do Twitter advertising, I don't think it's actually converted people for our conferences, but we do get a lot of people who find out about the podcast on Twitter.
It turns out for us, Twitter, which is where all the journalists, VCs, and founders hang out, is great.
Twitter has that as well right it has it as well where you know you want people to have freedom of speech yeah you want certain people to have anonymity because they might need it and you want free expression but with these systems at scale it seems they always tend to break down
they actually bought vine pre-launch which not many people know I didn't so they incubated this thing and I think they just were never able to find a way to make money and and seems like just incompetence I'll be honest they had periscope and vine for anybody those two things were video og super interesting yep and Twitter couldn't find a way to keep it together
word-of-mouth marketing like Twitter and Facebook and other marketing cause zero marketing costs changed everything within the last notice they're a real friction and I think everybody should be in the content game
I already deleted the Twitter app and then I just eventually one day I sign into a mobile safari because I wanted to check something and now I just go to Safari on my phone and read Twitter like a complete joke
it's just so much better than Twitter I'm deleting Twitter off my phone
people know they're addicted to Twitter and learn to think maybe I'd be better off if I wasn't
it's obvious that Twitter has not got a handle on the creation of new accounts and really this is an economic issue they want to show growth the stock market looks at the number of users the number of accounts created so there is no incentive for them to not have new accounts created if they if they throttle and make it more difficult to create new accounts then when they report their numbers people are looking at those numbers as an indicator of how they're doing and so there's a financial prob
if you look at bloomberg he was starting from far behind Trump on Twitter and he wasn't allowed to spend money on Twitter to promote his presidency maybe if he was able to spend on Twitter he could have caught up to Trump
Twitter said we're not going to do political advertising during this election we're going to take it off while we figure this out democracy's too important
what a better business model podcasts are for Spotify than music is because they get no operating leverage on music... with podcasts you know first of all most of the ones on there are free so people who are joining to listen to content you know is only upside the ones that they own outright that they don't have any any sort of variable cost with like they should promote the crap out of the shows because they get all the upside on top of the fixed costs that they paid the pipe master
this is YouTube's like this is a stupid move on YouTube YouTube should have just said you know here's some Google affairs permission and made it work they should have just made it work
I would never do differently I would say for the stage at which this company is at that valuation and with these dynamics I would have dropped out of the bidding
I'm not saying this to say like this is awesome like these experiments should be run these things should be happening this should be built these founders should raise this money but like there's just there's so much unknown that is unknowable right now
there's just so much still unknown like we don't know we don't know their attention to these users we don't know the actual like nature of the network effect and and how strong it is in like yes how this works outside of kovat right
I would say for the stage at which this company is at that valuation and with these dynamics I would have dropped out of the bidding
this investment does not make sense and was an emotional and a competition that got out of control because there's a lot of bad blood between the benchmark team and the increasing team and this founder did a better job of manipulating and creating a marketplace that any founder I've seen for a long time
I use Twitter because all the most interesting people in the world are there right and that is that is a feature that you can't replicate that you can't spin up it's not exactly even bits bytes and code it's just who is on Twitter and houston's their time there a lot of time and who's accessible like I have access to people on Twitter that I don't because they won't answer the phone but they're around and so I can kind of plug into them and learn and also communicate and share and also Twitter i
Twitter is a very cool product
Twitter is super interesting and this question of how do you have a public global conversation is obviously become a major part of what facebook is as well and yes very relevant
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 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_recency | 0.2 | 0 | |
| funding_magnitude | 0.3 | 0 |
funding.round.announced_on 2016-09-23 artifact ↗ funding.round.amount_usd 2010-06-17 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
A first sale, a filing, an amendment and a public announcement are not the same event, and one date may not stand in for another. Where the latest financing date cannot be established from what we hold, this says unknown rather than substituting a date we do have.
No reported round and no SEC filing on record — no financing date is established.
| 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 | superseded | 0.20 |
community.hn.max_points | 0 | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.mentions | 0 | observed | artifact ↗ | 2026-10-08 | 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 | 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 | superseded | 0.20 |
community.hn.rumors | [] | observed | artifact ↗ | 2026-10-08 | 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 | 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 | superseded | 0.20 |
community.hn.top_story | {} | observed | artifact ↗ | 2026-10-08 | 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.amount_usd | 15000000 | observed | artifact ↗ | 2020-01-07 | normalized | 0.50 |
funding.round.amount_usd | 100000000 | observed | artifact ↗ | 2018-08-01 | normalized | 0.50 |
funding.round.amount_usd | 3000000 | observed | artifact ↗ | 2014-08-13 | normalized | 0.50 |
funding.round.amount_usd | 25000 | observed | artifact ↗ | 2012-09-26 | normalized | 0.50 |
funding.round.amount_usd | 85000000 | observed | artifact ↗ | 2012-04-06 | normalized | 0.50 |
funding.round.amount_usd | 7500000 | observed | artifact ↗ | 2011-10-12 | normalized | 0.50 |
funding.round.amount_usd | 15000000000 | observed | artifact ↗ | 2011-09-17 | normalized | 0.50 |
funding.round.amount_usd | 800000000 | observed | artifact ↗ | 2011-07-23 | normalized | 0.50 |
funding.round.amount_usd | 200000 | observed | artifact ↗ | 2010-10-23 | normalized | 0.50 |
funding.round.amount_usd | 100000000 | observed | artifact ↗ | 2010-06-29 | normalized | 0.50 |
funding.round.amount_usd | 125000 | observed | artifact ↗ | 2010-06-17 | normalized | 0.50 |
funding.round.announced_on | 2006 | observed | artifact ↗ | 2016-09-23 | 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 |
funding.round.stage | series_a | observed | artifact ↗ | 2020-01-07 | normalized | 0.50 |
funding.round.stage | series_a | observed | artifact ↗ | 2016-09-23 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2014-08-13 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2012-09-26 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2012-04-06 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2011-09-17 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2010-10-23 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2010-06-17 | 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 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 24.4, "comparator": "gte"}, "prediction": "Twitter cruising 3040 billion over the next year or so", "expected_by": "2028-03-20T00:52:40 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 50.4, "comparator": "gte"}, "prediction": "you have to go to Twitter tomorrow you have to close this deal time running out this is goin | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 44.4, "comparator": "lte"}, "prediction": "without a really streamlined management team that's not bottlenecked on a halftime CEO and w | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 44.4, "comparator": "lte"}, "prediction": "there's a there's a ceiling on that", "expected_by": "2028-03-20T06:57:59.691Z", "confidence | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 33.6, "comparator": "gte"}, "prediction": "if Twitter were to allow people again to make their own clients and to display the feed howe | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 33.6, "comparator": "gte"}, "prediction": "with Jack in the lead they definitely get a pass to change some stuff to take on some religi | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 27.6, "comparator": "lte"}, "prediction": "I'm screwing all the data all the data now at Twitter is GNA be screwed up because I'm going | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 33.6, "comparator": "gte"}, "prediction": "I think this will be a cash cow for them. I think 20% of users will do it.", "expected_by": | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 33.6, "comparator": "gte"}, "prediction": "I think that's a trillion dollar company and I think Twitter is going to be a trillion dolla | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 33.6, "comparator": "gte"}, "prediction": "it's a mobile Focus right so not about like you know using the data of the system which is w | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I'm going to guess a 10 bagger for you", "expected_by": "2028-03-20T17:22:21.743Z", "confidence | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think actually Twitter is going to be the big sleeper Twitter has a 100 Partners right now in | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I believe that because Twitter and Facebook uh AOL Microsoft and these new competitors they wil | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "there will be very significant competitors to YouTube who absolutely go out and individually co | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Peter teal says Twitter is going to outlast the New York Times", "expected_by": "2028-03-20T18: | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "the super amazing deal would be if Apple could buy square and [ __ ] Twitter and then just put | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "some other one 89% 89% some other one and the the 11% break the 11% down by Twitter and Facebo | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I'd say 95% Facebook is not the number one social network 10 years I mean come on anything can | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Amazon should buy Twitter I mean they just by Twitter not Google well Google doesn't I think Go | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "that does create a pent up demand for an alternative yes and the developers have been desperate | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "there are sort of Na natural caps on Market penetration ... Twitter is more synchronous it it | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "i think they want to control their stream so they can control how how and when ads are shown a | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 32.2, "comparator": "gte"}, "prediction": "this is the beginning of content and business on Twitter and this is going to help them actu | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 4.7, "comparator": "lte"}, "prediction": "that to me is just a sign that you need to sell every share of Twitter you own in the seconda | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "how long is it gonna take them to catch up hard to say I'm here maybe at the current pace to g | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "they will cave on the longer thing but they're going to Cave when it's too late", "expected_by | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "I am almost going to guarantee right now that apple buys this company Apple will buy Twitter W | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 52, "comparator": "gte"}, "prediction": "I saw Twitter come along I said well everybody can tweet cuz it's just a headline it just felt | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 52, "comparator": "gte"}, "prediction": "I think what you're saying is if we had every brand and every product in our system and you co | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 52, "comparator": "gte"}, "prediction": "they need to focus a lot more on their growth why you bit about monetization but monetization | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 52, "comparator": "gte"}, "prediction": "they're already a multi-billion dollar company if they you know if they have like 30% of the y | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 52, "comparator": "gte"}, "prediction": "Twitter is it is very different than Facebook in that I think it really is like it's really a | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think long term Twitter might be the bigger play", "expected_by": "2028-03-21T15:37:49.840Z", | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "Twitter's going to go through it and there's going to be other contenders", "expected_by": "20 | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 33.6, "comparator": "gte"}, "prediction": "i think most of the future launches you're going to see are going to be targeted towards um | derived | calc | 2026-09-20 | 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 | superseded | 0.50 |
metric.venture.funding_amount_usd | 15000000 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_amount_usd | 100000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 3000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 25000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 85000000 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 7500000 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 15000000000 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 800000000 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 200000 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 100000000 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 125000 | derived | calc | 2026-09-20 | derived | 0.50 |
metric.venture.funding_recency_days | 7566.2928 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.3124 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.3251 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.3433 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.3538 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.3693 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.3942 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.4009 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.4242 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.4318 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.4418 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.4513 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.4771 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.483 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.4905 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.4983 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.5065 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.5159 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.5239 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.5321 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.5429 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.5549 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.5617 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.5888 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.6031 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.6248 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.6388 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.6584 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.6714 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.695 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.705 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.7174 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.7346 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.7448 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.7569 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.7668 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.7826 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.7946 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.804 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.8262 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.8363 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.8498 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.859 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.8667 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.8763 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.8874 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.8996 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.9048 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.9117 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.9207 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.9285 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.9364 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.9466 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.969 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.9783 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7566.9934 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.0023 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.0099 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.0204 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.0316 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.0406 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.0544 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.0613 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.0693 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.1097 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.1201 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.1339 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.1475 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.1674 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.1763 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.1967 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.212 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.2214 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.2302 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.2391 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.2679 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.2787 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.2848 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.2923 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.2981 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.3132 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.3231 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.3314 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.3402 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.3495 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.3555 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.359 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.3642 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.3755 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.386 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.3964 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.4115 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.4275 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.4338 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.4801 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.4895 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.5229 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.5635 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.5753 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.5857 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.602 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.6163 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.6272 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.6535 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.6626 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.67 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.6791 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.6887 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.6974 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.7057 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.7178 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.7724 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.8731 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7567.9713 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.0682 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.1648 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.2621 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.3307 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.3784 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.4768 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.5768 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.6754 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.7732 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.8718 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7568.9707 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 7569.0681 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 7569.1655 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 7569.2632 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 7569.3623 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 7569.4611 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 7569.5736 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 7569.6733 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 7569.7719 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 7569.8714 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 7569.9714 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 7570.0699 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 7570.1681 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 7570.2666 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 7570.3675 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 7570.4673 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 7570.5696 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 7570.6697 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 7570.7692 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 7570.8694 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 7570.9702 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 7571.0693 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 7571.1683 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 7571.2676 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 7571.3686 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 7571.4692 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 7571.5746 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 7571.6774 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 7571.7774 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 7571.8789 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 7571.9804 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 7572.0803 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 7572.1801 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 7572.2812 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 7572.3822 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 7572.4838 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 7572.5847 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 7572.6867 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 7572.7874 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 7572.8898 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 7572.9934 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 7573.0464 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 7573.2002 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 7573.3673 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 7573.5579 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 7573.7266 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 7573.8952 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 7574.063 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 7574.2304 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 7574.3987 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 7574.5663 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 7574.9042 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 7575.0741 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 7575.2418 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 7575.3308 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 7575.4297 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 7575.5987 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 7575.7684 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 7575.9476 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 7585.8891 | derived | calc | 2026-10-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 7586.6844 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 7586.7235 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 7587.3684 | derived | calc | 2026-10-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 7588.1086 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 7589.0402 | derived | calc | 2026-10-12 | derived | 0.50 |
platform.index_excluded | true | derived | calc | 2026-09-28 | normalized | 0.99 |
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 | superseded | 0.26 |
score.venture_signal | 21.4 | derived | calc | 2026-09-18 | superseded | 0.26 |
score.venture_signal | 47.4 | derived | calc | 2026-09-19 | superseded | 0.26 |
score.venture_signal | 30.6 | derived | calc | 2026-09-19 | superseded | 0.34 |
score.venture_signal | 0 | derived | calc | 2026-09-19 | superseded | 0.34 |
score.venture_signal | 29.2 | derived | calc | 2026-09-20 | superseded | 0.34 |
score.venture_signal | 7.7 | derived | calc | 2026-09-20 | superseded | 0.34 |
score.venture_signal | 51 | derived | calc | 2026-09-20 | superseded | 0.34 |
score.venture_signal | 49 | derived | calc | 2026-09-20 | superseded | 0.34 |
score.venture_signal | 0 | derived | calc | 2026-09-20 | superseded | 0.34 |
score.venture_signal | 30.6 | derived | calc | 2026-09-20 | superseded | 0.34 |
score.venture_signal | 0 | derived | calc | 2026-09-20 | derived | 0.34 |
sector | defense | derived | calc | 2026-08-08 | superseded | 0.90 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.attributed_claims | 107 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
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 |
signal.commentary | {"context": null, "run_ref": "01M2TFE3VPKYYAW5QK9YS2DKM2", "signals": [{"quote": "Twitter is super interesting and this question of how do you have a public global conversation is obviously become a m | observed | artifact ↗ | 2020-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TFE3VPKYYAW5QK9YS2DKM2", "signals": [{"quote": "Twitter is a very cool product", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2020-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TFE3VPKYYAW5QK9YS2DKM2", "signals": [{"quote": "I use Twitter because all the most interesting people in the world are there right and that is that is a feature that | observed | artifact ↗ | 2020-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNFYB2NNYH3R3VY57QGW95", "signals": [{"quote": "this investment does not make sense and was an emotional and a competition that got out of control because there's a l | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNFYB2NNYH3R3VY57QGW95", "signals": [{"quote": "I would say for the stage at which this company is at that valuation and with these dynamics I would have dropped out | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNFYB2NNYH3R3VY57QGW95", "signals": [{"quote": "there's just so much still unknown like we don't know we don't know their attention to these users we don't know the a | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNFYB2NNYH3R3VY57QGW95", "signals": [{"quote": "I'm not saying this to say like this is awesome like these experiments should be run these things should be happening | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNFYB2NNYH3R3VY57QGW95", "signals": [{"quote": "I would never do differently I would say for the stage at which this company is at that valuation and with these dynam | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNFYB2NNYH3R3VY57QGW95", "signals": [{"quote": "this is YouTube's like this is a stupid move on YouTube YouTube should have just said you know here's some Google affa | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNFYB2NNYH3R3VY57QGW95", "signals": [{"quote": "what a better business model podcasts are for Spotify than music is because they get no operating leverage on music... | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TR8TJW6SXCMJMYQM5YSQY4", "signals": [{"quote": "Twitter said we're not going to do political advertising during this election we're going to take it off while we figu | observed | artifact ↗ | 2020-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TR8TJW6SXCMJMYQM5YSQY4", "signals": [{"quote": "if you look at bloomberg he was starting from far behind Trump on Twitter and he wasn't allowed to spend money on Twit | observed | artifact ↗ | 2020-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TR8TJW6SXCMJMYQM5YSQY4", "signals": [{"quote": "it's obvious that Twitter has not got a handle on the creation of new accounts and really this is an economic issue th | observed | artifact ↗ | 2020-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWYSDWK5AHAAC4E5EKYWEW", "signals": [{"quote": "people know they're addicted to Twitter and learn to think maybe I'd be better off if I wasn't", "stance": "bearish", | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWYSDWK5AHAAC4E5EKYWEW", "signals": [{"quote": "it's just so much better than Twitter I'm deleting Twitter off my phone", "stance": "bearish", "confidence": 0.8, "sig | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWYSDWK5AHAAC4E5EKYWEW", "signals": [{"quote": "I already deleted the Twitter app and then I just eventually one day I sign into a mobile safari because I wanted to c | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZ1PB6XKANHRMDYACVK6A3", "signals": [{"quote": "word-of-mouth marketing like Twitter and Facebook and other marketing cause zero marketing costs changed everything wi | observed | artifact ↗ | 2019-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V3XHKEMTB0GK7F8BFMJNBV", "signals": [{"quote": "they actually bought vine pre-launch which not many people know I didn't so they incubated this thing and I think they | observed | artifact ↗ | 2019-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V5CHP4JCYWGW15FQEP5CBN", "signals": [{"quote": "Twitter has that as well right it has it as well where you know you want people to have freedom of speech yeah you wan | observed | artifact ↗ | 2019-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V686F2A48JJX52QKWPTHD9", "signals": [{"quote": "It turns out for us, Twitter, which is where all the journalists, VCs, and founders hang out, is great.", "stance": "b | observed | artifact ↗ | 2019-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V686F2A48JJX52QKWPTHD9", "signals": [{"quote": "And when we do Twitter advertising, I don't think it's actually converted people for our conferences, but we do get a | observed | artifact ↗ | 2019-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBJG6X79CY7BT309E2SWM3", "signals": [{"quote": "that's what the aggregate vation that that Google Facebook Twitter did to our our thought process because they took a | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VC1P18XB87E75R52QFKXZV", "signals": [{"quote": "if you're running a Content site I wouldn't filter my content right TV in China which Google is willing to do yes but | observed | artifact ↗ | 2019-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VENCF8V39EAYCPGZ422S0Q", "signals": [{"quote": "Twitter we were the only investor in the first round because everybody else had said you know if you get a deal with t | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VENCF8V39EAYCPGZ422S0Q", "signals": [{"quote": "we were investors in Twitter and early on Twitter was an open API yeah and so we had Tweety and TweetDeck and all thos | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFNDED2N1T9FXHMGY2WXG2", "signals": [{"quote": "you look at Twitter in there and like we know Alex Jones is across a line and then you look at the horrible horrible t | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFNDED2N1T9FXHMGY2WXG2", "signals": [{"quote": "I think there's been some challenges there I think you will see them continue to emerge as a good base layer in a lot | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFSY4Q8HEKP1XHYC83966P", "signals": [{"quote": "I mean in terms of the in terms of the IPO window I mean what was discussed last week was that I mean lifts filing may | observed | artifact ↗ | 2018-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFSY4Q8HEKP1XHYC83966P", "signals": [{"quote": "I mean I think on in terms of like its impact on the bay area my understanding is that a lot of the early employees wh | observed | artifact ↗ | 2018-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFSY4Q8HEKP1XHYC83966P", "signals": [{"quote": "I have a pretty regular influx of uber employees sharing with me their next idea really asking for angel investing and | observed | artifact ↗ | 2018-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGEHF5G9T6A314EH4GJ6WN", "signals": [{"quote": "M&A talks with both Twitter and Google stopped in their tracks because the entire team would not relocate to the Bay A | observed | artifact ↗ | 2018-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGZBXJ03C9KHK95RBP9P4K", "signals": [{"quote": "Craigslist is about helping someone put food on the table it's about helping someone get that table and it's about hel | observed | artifact ↗ | 2018-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGZBXJ03C9KHK95RBP9P4K", "signals": [{"quote": "we are in 70 countries Craigslist is in a over 500 cities and the important part is to keep doing things that people w | observed | artifact ↗ | 2018-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGZBXJ03C9KHK95RBP9P4K", "signals": [{"quote": "suffice it to say well north of nine figures and highly profitable with very few owners of the business", "stance": "n | observed | artifact ↗ | 2018-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJDBQF6JK625Q52HDJNZJ5", "signals": [{"quote": "Twitter cruising 3040 billion over the next year or so", "stance": "bullish", "confidence": 0.9, "signal_class": "pred | observed | artifact ↗ | 2018-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJESZ45D3CCV1WHP3QGZ8X", "signals": [{"quote": "they suppress those because they felt like black Twitter was taking over Twitter which is isn't the point of like tech | observed | artifact ↗ | 2018-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJESZ45D3CCV1WHP3QGZ8X", "signals": [{"quote": "they do what Twitter did which is like they algorithm you and they're like yeah you're too popular or you have to pay | observed | artifact ↗ | 2018-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJESZ45D3CCV1WHP3QGZ8X", "signals": [{"quote": "the problem with being a public company is when he decreases and blocks those accounts growth appears to be right you | observed | artifact ↗ | 2018-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJESZ45D3CCV1WHP3QGZ8X", "signals": [{"quote": "I say something nice about Tesla I get 50 tweet robots yeah better like just the shorts and then as a black woman I me | observed | artifact ↗ | 2018-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJRC24XX4G9TSHRFD8K3G5", "signals": [{"quote": "nobody really screwed up well which is always a plus in these sort of things but at the end of the day you know they'v | observed | artifact ↗ | 2018-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJRC24XX4G9TSHRFD8K3G5", "signals": [{"quote": "I mean I think regardless of whether it's you know fireworks or not just the fact they've been compelled to appear and | observed | artifact ↗ | 2018-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKBKE7G004NYVKX53Q5GH0", "signals": [{"quote": "he is Tony Stark no one should ever bet against Elon Musk period end all it's such a stupid bet to make no it's like l | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKBKE7G004NYVKX53Q5GH0", "signals": [{"quote": "I think it's been kind of entertaining following Elon and all a lot of the in some ways comedy and drama that's been o | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKBKE7G004NYVKX53Q5GH0", "signals": [{"quote": "part of the motivation for Elon and the team to do this is to avoid a lot of the internal kind of ups and downs that o | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKBKE7G004NYVKX53Q5GH0", "signals": [{"quote": "he's had battery issues with manufacturing there with the gigafactory these had issues with the plants issues with qua | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKBKE7G004NYVKX53Q5GH0", "signals": [{"quote": "Twitter is an exception important platform but it's struggling massively in the past couple years because he can't fig | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKBKE7G004NYVKX53Q5GH0", "signals": [{"quote": "it's kind of embarrassing that Twitter can't figure this out on their own", "stance": "bearish", "confidence": 1, "sig | observed | artifact ↗ | 2018-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKBKE7G004NYVKX53Q5GH0", "signals": [{"quote": "so I think there's there's probably internally at Twitter a lot of almost like maybe religious debates around this bec | observed | artifact ↗ | 2018-08-11 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM01W64XWZEE53NJQWV83G", "signals": [{"quote": "I think they're largely incompetent over there when it comes to product to be honest they just move very slow and they | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM01W64XWZEE53NJQWV83G", "signals": [{"quote": "Twitter in a really story got crushed I think they were down 20% as well and their revenue was doing okay but they fin | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM01W64XWZEE53NJQWV83G", "signals": [{"quote": "that was the right thing for Twitter to do in fact that's what Twitter should have done all along they shouldn't have | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM1WHP2P8WM1MHD04VX4BW", "signals": [{"quote": "people thought you guys were crazy when you made that late I think was a hundred million dollars into Twitter what was | observed | artifact ↗ | 2018-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMTVQJZDFCY93K4T0HSTJF", "signals": [{"quote": "I don't understand why I've been on Twitter for 10 years so Twitter should know me very very well I feel like they sho | observed | artifact ↗ | 2018-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VP01TY7SDYVNVV9MBT69PG", "signals": [{"quote": "I talk about a couple of the big misses, Zynga and Twitter amongst them.", "stance": "neutral", "confidence": 1, "sign | observed | artifact ↗ | 2018-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQZYFBG251HB0CJCVD9SHQ", "signals": [{"quote": "it seems like moments has done pretty well", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "sp | observed | artifact ↗ | 2018-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQZYFBG251HB0CJCVD9SHQ", "signals": [{"quote": "I think over time I think the team has done an amazing job it's kind of you involved it lists at Twitter I feel like t | observed | artifact ↗ | 2018-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQZYFBG251HB0CJCVD9SHQ", "signals": [{"quote": "you made this ten times cheaper can you make it ten times cheaper again I would like to I think eventually it will be | observed | artifact ↗ | 2018-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQZYFBG251HB0CJCVD9SHQ", "signals": [{"quote": "our brca1 and 2 test is a not a hundred dollars which is a you know dramatic like I mean literally people are still bi | observed | artifact ↗ | 2018-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV9RGAD5Q4MJF9FSPXFJZY", "signals": [{"quote": "we did this chart when I joined Twitter and basically mapped out how many days a user came in the first month which I | observed | artifact ↗ | 2017-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV9RGAD5Q4MJF9FSPXFJZY", "signals": [{"quote": "we were only getting 20% of our new users they even become these core users so we knew we had some work to do to impro | observed | artifact ↗ | 2017-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV9RGAD5Q4MJF9FSPXFJZY", "signals": [{"quote": "I think they need to do some of this exercise again so I think it'll help them uncover how they get to the next you kn | observed | artifact ↗ | 2017-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV9RGAD5Q4MJF9FSPXFJZY", "signals": [{"quote": "if we got you to follow more than 30 accounts in your first couple sessions on Twitter we would had a much greater lik | observed | artifact ↗ | 2017-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV9RGAD5Q4MJF9FSPXFJZY", "signals": [{"quote": "we found a bunch of users I called them bounce-back users who had signed up not gotten active on Twitter had come back | observed | artifact ↗ | 2017-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV9RGAD5Q4MJF9FSPXFJZY", "signals": [{"quote": "we really made a big shift at this time to make Twitter much much more about following", "stance": "neutral", "confide | observed | artifact ↗ | 2017-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYAJFAWM7476JJFH691T7Q", "signals": [{"quote": "the system is intended to be like I said, um all of those security functions building intrusion security um anyone mov | observed | artifact ↗ | 2017-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYAJFAWM7476JJFH691T7Q", "signals": [{"quote": "So, it's important that you be able to secure your HVAC system, every aspect. So, we've taken all of that and wrapped | observed | artifact ↗ | 2017-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYAJFAWM7476JJFH691T7Q", "signals": [{"quote": "it's open technology. I mean, anyone can go out take SSL, which is publicly available on the internet. You can downloa | observed | artifact ↗ | 2017-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYCMBP46GD826H1CQ1N5ER", "signals": [{"quote": "for CloudFlare to be an open platform where they do not police speech and they allow any type of speech on their platf | observed | artifact ↗ | 2017-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYCMBP46GD826H1CQ1N5ER", "signals": [{"quote": "if you are a private company with shareholders then don't you have no choice but to terminate these kind of people off | observed | artifact ↗ | 2017-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYCMBP46GD826H1CQ1N5ER", "signals": [{"quote": "telegram is getting a lot of heat because Isis is using this for secure communication it's more secure than whatsapp a | observed | artifact ↗ | 2017-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYCMBP46GD826H1CQ1N5ER", "signals": [{"quote": "when I look at Twitter I kind of felt like Twitter banning the meal oh eun-ah pelisses of the world was probably a mis | observed | artifact ↗ | 2017-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYCMBP46GD826H1CQ1N5ER", "signals": [{"quote": "Twitter after I wrote that blog post about they should just blur controversial content and make you click to undo it h | observed | artifact ↗ | 2017-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYM25N9V3JFE8BY3CZ784N", "signals": [{"quote": "having been at Twitter early on every I saw the growth among African Americans as well as international and catering t | observed | artifact ↗ | 2017-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYM25N9V3JFE8BY3CZ784N", "signals": [{"quote": "she even managed Twitter on espanol yes so Spanish Twitter yes black Twitter and Spanish where those are very unique s | observed | artifact ↗ | 2017-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZAVST7HP9R7XXBB6XC96E", "signals": [{"quote": "you're going backwards in your career you did blogging and that was a big success you sold to Google and now you've ta | observed | artifact ↗ | 2017-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZAVST7HP9R7XXBB6XC96E", "signals": [{"quote": "and sure enough I was right but it's a 50 million doll mistake", "stance": "neutral", "confidence": 0.8, "signal_class | observed | artifact ↗ | 2017-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZAVST7HP9R7XXBB6XC96E", "signals": [{"quote": "you have to go to Twitter tomorrow you have to close this deal time running out this is going to be one of the most im | observed | artifact ↗ | 2017-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W07VW9REFMG8EJA2590KKJ", "signals": [{"quote": "Chris Sacca ... looking at people's tweets on their personal accounts and just seeing how they carry themselves what t | observed | artifact ↗ | 2017-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "I've also talked with a bunch of EX Twitter employees and I have not heard one yet that thought was like that's a grea | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "it's sort of a hope is not a plan to me it feels like neither Biz nor Jack knew what to do next", "stance": "bearish", | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "the whole blog post about it was all about him and I'm just going to come back and I'm going to be me cuz nobody else | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "it's a move with no plan right it's sort of a hope is not a plan", "stance": "bearish", "confidence": 0.9, "signal_cla | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "I think Jack coming back has resulted in what nothing nothing so if the idea negative progress well he's halftime yeah | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "I think losing Adam Bane was like a huge loss for them the fact that they couldn't keep Adam Bane to me showed that th | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "the best expansion uh possibility would have been to like really double down and invest and grow Vine and grow Perisco | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "Twitter revoked its apis because Twitter was a a product of that people integrated into other products all right and t | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "they couldn't keep the servers up they couldn't build a search engine they couldn't handle hosting their own images so | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "if we cut 500 to a th000 people we would be massively profitable", "stance": "neutral", "confidence": 0.7, "signal_cla | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "Jack doesn't want it to sell he wants to be Elon Musk or Steve Jobs with you know Disney with um Pixar and Apple so he | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "if he makes those cuts and he makes it look massively profitable it's ready for sale", "stance": "neutral", "confidenc | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0YPJ49FBCWJCDPWTDPMVH", "signals": [{"quote": "here's my single big idea this is better than putting satellite dishes on Teslas and Uber uh creating Network everybod | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2R1FK0PE9MXWXY39C1ECF", "signals": [{"quote": "It's the stupides idea I'v ever heard of. I would never invest in something like Twitter. You took the blog post, and | observed | artifact ↗ | 2017-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2R1FK0PE9MXWXY39C1ECF", "signals": [{"quote": "I may be 100% wrong about the financial outcome. It is a bunch of idiots, but it's also a bunch of geniuses, and it ch | observed | artifact ↗ | 2017-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W44X4K9SWECBGVGFJH5TF6", "signals": [{"quote": "I think Twitter loves it. We work closely with Twitter.", "stance": "bullish", "confidence": 1, "signal_class": "fact_ | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4R9YVJAC2AVAXZKVWNPFB", "signals": [{"quote": "autopilot is for highway driving right and um the thing that the Tesla doesn't have doesn't believe in is uh a lidar a | observed | artifact ↗ | 2017-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4R9YVJAC2AVAXZKVWNPFB", "signals": [{"quote": "I think that there are going to be um too many holes cameras are not good enough and and Radars and plus cameras are n | observed | artifact ↗ | 2017-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W51JVZGBXQ09HFADEJ0YHB", "signals": [{"quote": "I think it's a little bit like playing whack-a-mole ... when you just look at all of these social services that have b | observed | artifact ↗ | 2017-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W51JVZGBXQ09HFADEJ0YHB", "signals": [{"quote": "if you look at Twitter the level of harassment is insane yes um they keep making more and more tools so it it's become | observed | artifact ↗ | 2017-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W51JVZGBXQ09HFADEJ0YHB", "signals": [{"quote": "Twitter is not growing or has no way to capture that at all it's like shouldn't Twitter be growing massively because T | observed | artifact ↗ | 2017-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W51JVZGBXQ09HFADEJ0YHB", "signals": [{"quote": "I think for that exact reason yeah it's not a nice place it it's not a nice place anymore", "stance": "bearish", "conf | observed | artifact ↗ | 2017-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W51JVZGBXQ09HFADEJ0YHB", "signals": [{"quote": "Twitter has never been comfortable copying other people no and Facebook and now Instagram they are Relentless and they | observed | artifact ↗ | 2017-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W51JVZGBXQ09HFADEJ0YHB", "signals": [{"quote": "anything that's subscale today which is Twitter and potentially could remain SN like Snapchat biggest problem is the f | observed | artifact ↗ | 2017-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W51JVZGBXQ09HFADEJ0YHB", "signals": [{"quote": "step number one to building a big business for whatever the next wave is is you never want to have the same business m | observed | artifact ↗ | 2017-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W610EDQVKNGEHHQM4G1NRS", "signals": [{"quote": "we were fortunate that our German Factory which we now own had their own intellectual property and way of doing things | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W610EDQVKNGEHHQM4G1NRS", "signals": [{"quote": "we did get uh sort of threatened with the lawsuit early on nothing came of it", "stance": "neutral", "confidence": 0.7 | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W664XHFEWKR43AYV2NJMCC", "signals": [{"quote": "we're expecting Facebook and Google and Twitter and all these companies and these giant valuations to depend on data a | observed | artifact ↗ | 2016-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W664XHFEWKR43AYV2NJMCC", "signals": [{"quote": "you look at a guy like Evan Williams who could have very easily built Twitter without all that investment and you look | observed | artifact ↗ | 2016-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6B4C15J4YQMDRAANRMP4K", "signals": [{"quote": "what people want more is discoverability more than anything else. And that's where I feel that we struggled the most." | observed | artifact ↗ | 2016-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6B4C15J4YQMDRAANRMP4K", "signals": [{"quote": "we had up to, we had over 10 million downloads. And at one point, we had 7 million monthly active users. Very high eng | observed | artifact ↗ | 2016-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6B4C15J4YQMDRAANRMP4K", "signals": [{"quote": "we spent about half the money we had raised trying to go against them. And I think we learned a lot and I know we lear | observed | artifact ↗ | 2016-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6B4C15J4YQMDRAANRMP4K", "signals": [{"quote": "the battle for the platform has been won. They're not going to be displaced. Snapchat can't be displaced at this point | observed | artifact ↗ | 2016-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6B4C15J4YQMDRAANRMP4K", "signals": [{"quote": "Twitter, I know Twitter's going to get into that, but- 70-30 Twitter's offering.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2016-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6B4C15J4YQMDRAANRMP4K", "signals": [{"quote": "they don't share revenue yet on Vine, right? They don't have ads on Vine yet. See, that's what they should do is they | observed | artifact ↗ | 2016-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "Twitter's built a lot of tools, probably more tools than anybody around harassment. You can mute somebody, you can blo | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "we have this assumption that anonymity enables these behaviors. But when you actually study these issues, anonymity is | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "maybe there should be two twitters.", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "There should be a million Twitters. The point is that each each person sees their own set of things that they they wou | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "they've said, \"Okay, there's a bunch of people that we think um should be verified and have a different experience of | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "Twitter has made that choice.", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "But the problem is that isn't really how this the world works. Any given tweet can be one of these ones that that take | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "on Twitter it's like every tweet you read is more famous than any tweet you will write because it's showing you the mo | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "I'm kind of of the opinion that there's enough tools there and law enforcement should be enough to make this work.", " | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "That is not an open channel to many people who are getting harassed on Twitter.", "stance": "neutral", "confidence": 0 | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "Twitter's norms were set early in a very different way and was one of the reasons we all joined it because it it felt | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "part of what they did with the verified thing was try and preserve that model of it's a place you can post things.", " | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6YTFMQJ9KF7TMREPZ3X4T", "signals": [{"quote": "that dynamic of I'm talking to a few people but everyone can see it is a really hard problem.", "stance": "neutral", " | observed | artifact ↗ | 2016-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "that was an incredibly High pre-money valuation for something at that in that era", "stance": "bullish", "confidence": | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "I'm very proud of how we've done on paper even in realized returns with the twitters", "stance": "bullish", "confidenc | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "no one with a straight face can tell you they knew how big it was going to be", "stance": "neutral", "confidence": 0.8 | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "we were kind of taking a flyer on Evan Williams", "stance": "mixed", "confidence": 0.7, "signal_class": "criticism", " | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "the thing has not been able to grow and that is the core problem", "stance": "bearish", "confidence": 0.8, "signal_cla | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "it's too hard to use still that's the reason number one", "stance": "bearish", "confidence": 0.8, "signal_class": "cri | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "they haven't taken the obvious steps to eliminate the syntax you need", "stance": "bearish", "confidence": 0.7, "signa | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "I watched somebody at Twitter say look in order to watch the the Thursday night football game that they paid a ton of | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "it's just not there so so this is aany that just hasn't gotten out of its way in making the product easier to use", "s | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "Twitter has always thought about things as an account rather than the atomization of the Tweet", "stance": "bearish", | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "there is no Leanback way to consume tweets", "stance": "bearish", "confidence": 0.7, "signal_class": "criticism", "spe | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "the fact that Twitter can't do that and can't do something with just stack ranking tweets by popularity I mean they've | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "how do you put something in my feed that says while you're away and it has zero fcking likes on it like why do I want | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "I was a very vociferous advocate for Jack to get back into the company but that was part of a broader deal", "stance": | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "I and the other shareholders that we you know that I was representing in that in those talks really wanted to see Evan | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "I think Evan Williams is the most Visionary product guy in this space", "stance": "bullish", "confidence": 1, "signal_ | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "two and a half years before the Periscope deal he was pounding the table about live video live video we got to have li | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "he doesn't excel at telling a public story to the investor class to a board of directors it's just not his game he's n | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "I think we ended up with unfortunately was a result where we have Jack halime and we get a lot of talented performance | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "without a really streamlined management team that's not bottlenecked on a halftime CEO and without real product Vision | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "I'm really impressed by Adam Ban's success in monetizing the users they have", "stance": "bullish", "confidence": 0.9, | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "over monetized as far as I'm concerned the platform is brilliant and the video stuff that he's been put in charge of h | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "the transition from you know text to video Yeah is not only in step with the evolution of how mobile the direction we' | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "there's a there's a ceiling on that", "stance": "bearish", "confidence": 1, "signal_class": "prediction", "speaker_nam | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "it's suffering from distribution and you've got platforms out there that could easily add distribution to this thing w | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "one of the things that Twitter suffers from is everybody who works there is a power user of Twitter right and so rarel | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "they have a unique information asset that nobody hasb brainer for Google to own it Facebook has obsessively tried to g | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "Twitter trying to chase Maus monthly active users to try and keep Wall Street happy is trying to generate some source | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "the very first Revenue deals we did in the history of Twitter were Bing and uh Google Google yep and we gave them acce | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W79W2PNMV6DB28KG9P4VJY", "signals": [{"quote": "Microsoft's the most likely buyer", "stance": "neutral", "confidence": 1, "signal_class": "prediction", "speaker_name" | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDCE7D6PGDC01XF4KSXF6A", "signals": [{"quote": "man, X is getting exceptional at these dialogues and these missives now. It's fantastic.", "stance": "bullish", "confi | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDCE7D6PGDC01XF4KSXF6A", "signals": [{"quote": "If you are a public figure, if you were the CEO of a company and you do not have your own voice on X, you are at risk. | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFQ9SC3QQ76QWC4HWD29AK", "signals": [{"quote": "their customer is ad buyers right and so that's who they end up serving and so the API platform has to serve the ad bu | observed | artifact ↗ | 2016-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFQ9SC3QQ76QWC4HWD29AK", "signals": [{"quote": "Twitter was worried about right with people basically replicating the Twitter feed and Twitter clients right it's like | observed | artifact ↗ | 2016-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFQ9SC3QQ76QWC4HWD29AK", "signals": [{"quote": "it seemed to have hurt them right they you don't see nearly as much interesting things happening with your Twitter dev | observed | artifact ↗ | 2016-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFQ9SC3QQ76QWC4HWD29AK", "signals": [{"quote": "if Twitter were to allow people again to make their own clients and to display the feed however they wanted and just h | observed | artifact ↗ | 2016-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFQ9SC3QQ76QWC4HWD29AK", "signals": [{"quote": "if I was running Twitter if I was Jack you should just say anybody who makes their own client can take 30% of whatever | observed | artifact ↗ | 2016-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFW5ZAFWXXMQCRHH9CM27X", "signals": [{"quote": "we need to work closely with Facebook and Twitter and and all of the other platforms that we can influence to make sur | observed | artifact ↗ | 2016-02-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WG7VH337BM2V2EG44HNSJQ", "signals": [{"quote": "the number of companies that they're doing means the the the average quality has gone way down", "stance": "neutral", | observed | artifact ↗ | 2016-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WG7VH337BM2V2EG44HNSJQ", "signals": [{"quote": "Sam's very ambitious a friend of mine he wanted to go big so he's raised the continuity fund which is to do later stag | observed | artifact ↗ | 2016-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WG7VH337BM2V2EG44HNSJQ", "signals": [{"quote": "by raising that continuity fund competing with them for the equity and leader rounds that's really pissed off a lot of | observed | artifact ↗ | 2016-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WG7VH337BM2V2EG44HNSJQ", "signals": [{"quote": "the valuations became such an issue that every time anybody brought up valuations publicly on Twitter Sam and Paul wou | observed | artifact ↗ | 2016-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WG7VH337BM2V2EG44HNSJQ", "signals": [{"quote": "a lot of people have publicly said that and actually when you go you're like where are all the powerful VCS like a lot | observed | artifact ↗ | 2016-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WG7VH337BM2V2EG44HNSJQ", "signals": [{"quote": "Sam just wrote this like tonee piece like our advice to you is that you don't go to any other incubators if you don't | observed | artifact ↗ | 2016-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WG7VH337BM2V2EG44HNSJQ", "signals": [{"quote": "where's Twitter stock at right now we don't talk about Twitter stock I know that um people have been looking at taking | observed | artifact ↗ | 2016-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGC6SNGDPEYBGWM1T7VCFY", "signals": [{"quote": "Twitter is an imens L effective tool at spreading a message but it's ephemeral", "stance": "neutral", "confidence": 0. | observed | artifact ↗ | 2016-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGC6SNGDPEYBGWM1T7VCFY", "signals": [{"quote": "we just saw on Twitter yeah Twitter is struggling with this issue of like when somebody says you deserve to be harasse | observed | artifact ↗ | 2016-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGC6SNGDPEYBGWM1T7VCFY", "signals": [{"quote": "it seems to me an unsustainable proposition for its own user base I think for Twitter yeah to continue to maintain tha | observed | artifact ↗ | 2016-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGC6SNGDPEYBGWM1T7VCFY", "signals": [{"quote": "there are actually people in in the UK a prominent journalist female journalist had started a change Ador campaign cal | observed | artifact ↗ | 2016-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ86P1E7NDX3RKBNFTN90D", "signals": [{"quote": "I've I've had Twitter acquire six of our companies six yeah and are you leading that charge when that happens are you | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ86P1E7NDX3RKBNFTN90D", "signals": [{"quote": "a management team that was unresponsive to investors to a lot of their own employees a board that was was completely F | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ86P1E7NDX3RKBNFTN90D", "signals": [{"quote": "if I sold six companies to Twitter I have six really angry email threads of Dick Costo about why the [ __ ] are you gu | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ86P1E7NDX3RKBNFTN90D", "signals": [{"quote": "I got really comfortable with it particularly because of the team he's got", "stance": "bullish", "confidence": 0.9, " | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ86P1E7NDX3RKBNFTN90D", "signals": [{"quote": "there is nobody in Tech who understands can speak to and is more appreciated by um employees investors advertising par | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ86P1E7NDX3RKBNFTN90D", "signals": [{"quote": "it's frustrating to me that clicks go off Network just to get extra characters yes I hate that people post to Instagra | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ86P1E7NDX3RKBNFTN90D", "signals": [{"quote": "with Jack in the lead they definitely get a pass to change some stuff to take on some religious issues like uh tweet l | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJTHT1V11TTMECS0J16Q4E", "signals": [{"quote": "I think it's a really good thing because at the very least it shows that Jack is willing to piss off the core user bas | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJTHT1V11TTMECS0J16Q4E", "signals": [{"quote": "this change makes no difference but it's symbolic", "stance": "neutral", "confidence": 0.8, "signal_class": "assessmen | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJTHT1V11TTMECS0J16Q4E", "signals": [{"quote": "the Twitter's problems have been a long time coming... none of my friends are going to use it I'm trying I'm an advoca | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJTHT1V11TTMECS0J16Q4E", "signals": [{"quote": "it's a bridge too far for me like I don't want to hug you I want to fist bump you you know like I'm noting what you sa | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJTHT1V11TTMECS0J16Q4E", "signals": [{"quote": "Twitter's not for conversation anymore", "stance": "bearish", "confidence": 0.95, "signal_class": "criticism", "speake | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJTHT1V11TTMECS0J16Q4E", "signals": [{"quote": "I think it's a Twitter problem", "stance": "bearish", "confidence": 0.8, "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJTHT1V11TTMECS0J16Q4E", "signals": [{"quote": "I'm screwing all the data all the data now at Twitter is GNA be screwed up because I'm going to reply with a star and | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJTHT1V11TTMECS0J16Q4E", "signals": [{"quote": "the best way to get outraged is to have a poorly framed debate and the best way to have a poorly framed debate is to h | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WM46RXH4G7Q7D77HABNBS1", "signals": [{"quote": "when you look at some of the best companies out there, you know, be it Facebook, Twitter, um Spotify, it wasn't these | observed | artifact ↗ | 2015-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WM46RXH4G7Q7D77HABNBS1", "signals": [{"quote": "The number one user on Vine was a is um uh Bach. Uh and he I asked him I met him at um an art show, and I said, 'You k | observed | artifact ↗ | 2015-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WM46RXH4G7Q7D77HABNBS1", "signals": [{"quote": "What the platforms don't understand as these platforms become more and more competitive, it's going to be easier to po | observed | artifact ↗ | 2015-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMJJXMHB5QK30W3838X3J1", "signals": [{"quote": "Cara's latest reporting is that the board is I guess now for the first time seriously considering Jack", "stance": "ne | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPG41H0GMYN79B4FMS4JWN", "signals": [{"quote": "it's very interesting technique if you're verified ... they basically took every pain in the ass and they gave them th | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPG41H0GMYN79B4FMS4JWN", "signals": [{"quote": "I think they're approaching it the wrong way ... the partners they have it's a CBS news ... and a few other really um | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPG41H0GMYN79B4FMS4JWN", "signals": [{"quote": "I think it's a major shot across the bow of all news apps for them to basically say you know what we're going to make | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQKN8R1WFYWKMCSQD6QN1S", "signals": [{"quote": "What we did: I went in and you rubra fide the cisco product line which is to say what sucks yep fix it", "stance": "bu | observed | artifact ↗ | 2015-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQKN8R1WFYWKMCSQD6QN1S", "signals": [{"quote": "I want as many of these and our other devices out there at the elope at low prices at affordable prices", "stance": "n | observed | artifact ↗ | 2015-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQKN8R1WFYWKMCSQD6QN1S", "signals": [{"quote": "The number one requested feature on sliding to do the number one thing I'm slack right now that they're asking for is | observed | artifact ↗ | 2015-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRV2EK63P8P22KM45K3ZMY", "signals": [{"quote": "if you take something like Twitter the more users on Twitter the more users on Twitter so if everyone's using Twitter | observed | artifact ↗ | 2015-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRV2EK63P8P22KM45K3ZMY", "signals": [{"quote": "there will come a Tipping Point like the pressure to monetize will provoke things and it will create this big whole op | observed | artifact ↗ | 2015-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WS3WDACQ3QC1XCY8S2NJMH", "signals": [{"quote": "the Twitter execution that I was doing in the early days and so it wasn't so much how much more it was how much more w | observed | artifact ↗ | 2015-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WS3WDACQ3QC1XCY8S2NJMH", "signals": [{"quote": "I think every business is in the media business and I think with the cost entry that we're looking at right now that a | observed | artifact ↗ | 2015-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WS3WDACQ3QC1XCY8S2NJMH", "signals": [{"quote": "I also think anybody that has heavy infrastructure and heavy costs for acting slow in media right now like it's a tick | observed | artifact ↗ | 2015-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSH5AR904Y3XMZPM17CYYD", "signals": [{"quote": "I would write a check to Twitter and then show up at Twitter even though Jack didn't want me around and just force my | observed | artifact ↗ | 2015-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSM25CN4E2DDG6T6YM6J2S", "signals": [{"quote": "it's kind of the future of Twitter video live video it's going to change everything", "stance": "bullish", "confidence | observed | artifact ↗ | 2015-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSM25CN4E2DDG6T6YM6J2S", "signals": [{"quote": "our vision was really aligned with Twitter's vision", "stance": "bullish", "confidence": 1, "signal_class": "endorseme | observed | artifact ↗ | 2015-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSM25CN4E2DDG6T6YM6J2S", "signals": [{"quote": "what they wanted was to let us just keep doing what we were doing but just give us the resources to do it better faste | observed | artifact ↗ | 2015-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSM25CN4E2DDG6T6YM6J2S", "signals": [{"quote": "Twitter is the closest thing the world has had to a live platform ... it is the pulse of what the world is thinking an | observed | artifact ↗ | 2015-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSM25CN4E2DDG6T6YM6J2S", "signals": [{"quote": "even independent companies like mirat have the natural inclination to want to use Twitter as the syndication platform | observed | artifact ↗ | 2015-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSM25CN4E2DDG6T6YM6J2S", "signals": [{"quote": "the operational thesis is we are running a startup with the resources of a bigger company", "stance": "neutral", "conf | observed | artifact ↗ | 2015-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSM25CN4E2DDG6T6YM6J2S", "signals": [{"quote": "we have our own product we have our own identity um we have our own engineering organization and product organization | observed | artifact ↗ | 2015-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSM25CN4E2DDG6T6YM6J2S", "signals": [{"quote": "I think that's a that's a subjective question and for us absolutely it's important I think that if you're truly buildi | observed | artifact ↗ | 2015-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSM25CN4E2DDG6T6YM6J2S", "signals": [{"quote": "we've gone through an acquisition before like we know what that that growth process is like and and how much the the c | observed | artifact ↗ | 2015-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTA19N12RKYX129QCPDFSD", "signals": [{"quote": "Twitter had such a great fundamental idea that um you know whether it was very badly managed or somewhat badly managed | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTBHF24K6HM15KNY5JMB8G", "signals": [{"quote": "the strength of Twitter is that it's where people go to make news now", "stance": "bullish", "confidence": 1, "signal_ | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTBHF24K6HM15KNY5JMB8G", "signals": [{"quote": "how much Twitter has defined culture to find the news to find individuals presence", "stance": "bullish", "confidence" | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTBHF24K6HM15KNY5JMB8G", "signals": [{"quote": "we would just scale the product you know keep doing what you're doing make it more reliable make it more available and | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTBHF24K6HM15KNY5JMB8G", "signals": [{"quote": "when you're in a rocket ship nobody wants to get off the board everybody wants to stay on the board because it's like | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTYKPYCERHGV5VGYXM6ZQ8", "signals": [{"quote": "I've seen people turn down Twitter Zinga Uber and thumbtack over valuation issues in those cases all four of those com | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV0DQVG76FTFNWQ4CPV1ZS", "signals": [{"quote": "what Twitter figured out by reducing the cognitive clutter by making it easier for the user to figure out what the hec | observed | artifact ↗ | 2015-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV0DQVG76FTFNWQ4CPV1ZS", "signals": [{"quote": "users always had plenty of motivation when they landed on this page no one came to that page by mistake ... everybody | observed | artifact ↗ | 2015-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV0DQVG76FTFNWQ4CPV1ZS", "signals": [{"quote": "when you open up your Twitter feed you find that okay maybe the first thing isn't very interesting and then maybe the | observed | artifact ↗ | 2015-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV0DQVG76FTFNWQ4CPV1ZS", "signals": [{"quote": "followers the more followers I have on a site like Twitter the better the product becomes is a way for me to reach my | observed | artifact ↗ | 2015-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV2VV3NZDSBNJEQ724JTPD", "signals": [{"quote": "Well, um I think it obviously sucks to get harassed on any platform. Um I think I don’t what else could Dick Castella | observed | artifact ↗ | 2015-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV2VV3NZDSBNJEQ724JTPD", "signals": [{"quote": "I think this will be a cash cow for them. I think 20% of users will do it.", "stance": "bullish", "confidence": 0.9, " | observed | artifact ↗ | 2015-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WVPG7V2W81K1CPCNTK800Z", "signals": [{"quote": "I think that having especially Twitter so Facebook fans I don't think are valuable anymore but uh Twitter followers ar | observed | artifact ↗ | 2015-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "I think Twitter is sort of this often maligned company of like they don't know what they're solving and it like keeps | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "part of the reason that Twitter got you know as big as I think it is right now and it's this real big force in the wor | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "it described itself as a service for friends and family to and stay connected through the exchange of quick frequent a | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "most of the power of Twitter actually wasn't being able to communicate with your friends family and co-workers was act | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "Twitter kind of helping people just but I think it's really about understand the problem that we solved was exercise a | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "we were kind of in a in a state where where we could really tell you like who wanted Twitter and what it was it for an | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "if you think about the people who really are most passionate and love Twitter and use it all the time there's a very s | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "dick tweeted out this mission in in um February 2011 our mission instantly connect people everywhere to most most mean | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "I don't think that's the same thing as like the the human problem exactly that we're solving it's a little more you kn | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "if you look at kind of where the Twitter homepage got to this is like vintage 2013 um says welcome to Twitter find out | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "I think I feel like this is one I'll talk about the least now because it's sort of everybody gets it get other people | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "I do think it's a little bit overdone and there's just so much going on and getting me to Tweet stuff out is just like | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "um just cuz I lived it but uh you guys remember when con o Brian was like fired from NBC and he went on tour he like l | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "this is Twitter homepage when I joined the company and we had a nice grind sign up now button and we had a big old sea | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "we had a big old leaky bucket and it was terrible um", "stance": "bearish", "confidence": 0.95, "signal_class": "criti | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "this is kind of where Twitter got to in like 2011 and 12 which was like a massive set of changes and really that was p | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWGX7F9BJNK0S06ZHPJ0Y8", "signals": [{"quote": "we actually get more people completing the friends activity when it's later in the flow than earlier", "stance": "neut | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWWHE3SV3XJ06JX7X7BMPF", "signals": [{"quote": "Peace by Dre. Okay. Uh Vitamin Water, I'd even posit Twitter. Absolutely. Twitter. Um, you know, some of the most well | observed | artifact ↗ | 2014-12-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWWHE3SV3XJ06JX7X7BMPF", "signals": [{"quote": "And um who do you know at Twitter? You know what he said? Nobody. I'm not surprised. The number one user the number on | observed | artifact ↗ | 2014-12-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXB46RBQTC2HERTZ3XM68P", "signals": [{"quote": "I think that's a trillion dollar company and I think Twitter is going to be a trillion dollar company too so I think b | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXMX2VZXMHZ9C2GMRKP4NZ", "signals": [{"quote": "one of the key moments I think at Twitter was when the celebrities came on board and in fact when I was living in La I | observed | artifact ↗ | 2014-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZMVKJK37Q13JY47S43BS6", "signals": [{"quote": "it was the let a thousand flowers bloom you know and then and then that all changed that all changed cuz people were g | observed | artifact ↗ | 2014-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZMVKJK37Q13JY47S43BS6", "signals": [{"quote": "it's a mobile Focus right so not about like you know using the data of the system which is what the traditional API wa | observed | artifact ↗ | 2014-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZMVKJK37Q13JY47S43BS6", "signals": [{"quote": "that part's actually been pretty healthy on what I would consider the Enterprise side right so when you're trying to b | observed | artifact ↗ | 2014-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZMVKJK37Q13JY47S43BS6", "signals": [{"quote": "I think so my my guess is it if for Twitter it's good for more people to be out there but they probably want to have o | observed | artifact ↗ | 2014-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZMVKJK37Q13JY47S43BS6", "signals": [{"quote": "it's rebounded tremendously and it feels like the company's doing great Adam Bane is just crushing it on the ad sales" | observed | artifact ↗ | 2014-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2MX3SXC3SN0A7T9BGYZ3D", "signals": [{"quote": "connect as a relationships company so the more great investors we have invested in the company the better we were able | observed | artifact ↗ | 2014-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2MX3SXC3SN0A7T9BGYZ3D", "signals": [{"quote": "two reasons one is that in the SEC rules you can only have a certain number of investors before you have to go public | observed | artifact ↗ | 2014-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2MX3SXC3SN0A7T9BGYZ3D", "signals": [{"quote": "I think Twitter is growing um their revenues are up the Reven Adam Bane is crushing it", "stance": "bullish", "confide | observed | artifact ↗ | 2014-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2MX3SXC3SN0A7T9BGYZ3D", "signals": [{"quote": "Twitter may not be growing in terms of users that much but the revenue is going off", "stance": "neutral", "confidence | observed | artifact ↗ | 2014-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2MX3SXC3SN0A7T9BGYZ3D", "signals": [{"quote": "Twitter is growing their active users they're just not growing them as fast as other services", "stance": "neutral", " | observed | artifact ↗ | 2014-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2MX3SXC3SN0A7T9BGYZ3D", "signals": [{"quote": "the big thing Twitter's just come out with is this cost per install ads and I'm spending money on that a lot of AD dol | observed | artifact ↗ | 2014-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2MX3SXC3SN0A7T9BGYZ3D", "signals": [{"quote": "what's nice about Instagram it requires a yeah it's you can say a thousand words in a photo and that's how Instagram k | observed | artifact ↗ | 2014-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3R5Z53PR3H4RTQSQ38ZEX", "signals": [{"quote": "We're really seeing these social networks really come into their own and have, you know, they've truly become a place | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3R5Z53PR3H4RTQSQ38ZEX", "signals": [{"quote": "as Twitter has done and as other social networks like Tumblr have done, it really enables them to ensure the rights-co | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3R5Z53PR3H4RTQSQ38ZEX", "signals": [{"quote": "Facebook and Twitter, for example, that have done a really good job of building out ecosystems, very different ecosyst | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3R5Z53PR3H4RTQSQ38ZEX", "signals": [{"quote": "Twitter signed a couple of licenses to their data. I think it was Bing and Google and maybe the two of you guys for wh | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3R5Z53PR3H4RTQSQ38ZEX", "signals": [{"quote": "I remember earlier this year, Twitter bought NIP. So obviously they're saying, hey, there's a business in what DataSif | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3R5Z53PR3H4RTQSQ38ZEX", "signals": [{"quote": "there's actually really, if you think about it, there's really four what were called re-syndicators of data, which are | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3R5Z53PR3H4RTQSQ38ZEX", "signals": [{"quote": "I think being overly reliant on one's social network is dangerous. And I think Zynga was a great example of the danger | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3SVWA1PX1P2YMFDDHDK0H", "signals": [{"quote": "twitter is amazing twitter is such a good way to interact and like first meet people but then keep it interaction and | observed | artifact ↗ | 2014-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5AG6DV2N96FJHSWQ048C7", "signals": [{"quote": "they need to find some way to grow their their user base they they're they're they're at about 200 million investors a | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5AG6DV2N96FJHSWQ048C7", "signals": [{"quote": "Twitter has um you know has benefited from its adjacency to television programming I mean they they traded off that ve | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5AG6DV2N96FJHSWQ048C7", "signals": [{"quote": "Twitter tried to launch its own music service without success it was up and down in a year", "stance": "bearish", "con | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5AG6DV2N96FJHSWQ048C7", "signals": [{"quote": "considering Twitter's failures in the past with music", "stance": "bearish", "confidence": 0.9, "signal_class": "criti | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5AG6DV2N96FJHSWQ048C7", "signals": [{"quote": "they did hire bit from YouTube so they obviously have aspirations of content", "stance": "neutral", "confidence": 0.9, | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5AG6DV2N96FJHSWQ048C7", "signals": [{"quote": "I thought that was a great purchase and I think they should have done it because every time you add media to Twitter i | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5AG6DV2N96FJHSWQ048C7", "signals": [{"quote": "they are going to be the YouTube's biggest competitor because if they just allowed Ellen and you know Justin Bieber an | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5AG6DV2N96FJHSWQ048C7", "signals": [{"quote": "I thought this was a perfect acquisition it must been the wrong someone's gonna buy it someone's gon someone's gonna b | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5MK1KV769H83BWJZSGY0H", "signals": [{"quote": "whether it's from Facebook or Twitter you know as much as we all love those Services you can't be guaranteed that you' | observed | artifact ↗ | 2014-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5MK1KV769H83BWJZSGY0H", "signals": [{"quote": "I think if they're that that it's probably uh going to do well my guess is that they'll have to drop the price assumin | observed | artifact ↗ | 2014-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5MK1KV769H83BWJZSGY0H", "signals": [{"quote": "I think it brings a lot of credibility to the Cannabis uh world to have these products out there ... it shows that it' | observed | artifact ↗ | 2014-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5MK1KV769H83BWJZSGY0H", "signals": [{"quote": "I love that idea for that product and if and if that worked we would purchase that inh house", "stance": "bullish", "c | observed | artifact ↗ | 2014-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5MK1KV769H83BWJZSGY0H", "signals": [{"quote": "if they could figure out that science and and I think they can that's going to be an excellent product and we would ca | observed | artifact ↗ | 2014-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5MK1KV769H83BWJZSGY0H", "signals": [{"quote": "I do question the that uh that many consumers they I don't believe I think only your highest Tech consumer is going to | observed | artifact ↗ | 2014-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8YTXTPBD98VNE1B1X1WJ8", "signals": [{"quote": "I think part of it was also that the best way to kind of describe the Twitter story is um Game of Thrones with Nerds u | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8YTXTPBD98VNE1B1X1WJ8", "signals": [{"quote": "if they didn't have all this chaos would the product be 10 times bigger do you think would it be Facebook I don't thin | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8YTXTPBD98VNE1B1X1WJ8", "signals": [{"quote": "when Noah started it Noah was he's like Kramer a really sweet guy he's all over the place and he is um he's coming up | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8YTXTPBD98VNE1B1X1WJ8", "signals": [{"quote": "when Jack was Jack was running the show he was so busy trying to figure out how to run the company that he wasn't focu | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8YTXTPBD98VNE1B1X1WJ8", "signals": [{"quote": "when EV took over EV is not a he's not a very egotistical person he doesn't like to hang out with celebrities and be y | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8YTXTPBD98VNE1B1X1WJ8", "signals": [{"quote": "when d dick took over um he was he's an operations guy and the company was at a point where it needed an operator and | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8YTXTPBD98VNE1B1X1WJ8", "signals": [{"quote": "I think it's fair to say Twitter is a this might be a little unfair but it's a it's an idea and a company that succeed | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8YTXTPBD98VNE1B1X1WJ8", "signals": [{"quote": "I wouldn't say that Twitter is Jack's Innovation I would say that Twitter was 12 people's Innovation", "stance": "neut | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8YTXTPBD98VNE1B1X1WJ8", "signals": [{"quote": "the idea that someone invented Twitter is nonsense it it was it was a bunch of people in a room playing around with id | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB1492H97H431FHT0FRA65", "signals": [{"quote": "I actually got sold to Twitter", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": " | observed | artifact ↗ | 2013-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB1492H97H431FHT0FRA65", "signals": [{"quote": "I'm going to guess a 10 bagger for you", "stance": "bullish", "confidence": 0.7, "signal_class": "prediction", "speake | observed | artifact ↗ | 2013-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB1492H97H431FHT0FRA65", "signals": [{"quote": "the absolute winner possibly for all time never to be matched on this is Twitter why because the product was so simple | observed | artifact ↗ | 2013-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCMX2HFSSQT1BA80VGA476", "signals": [{"quote": "I was essentially arguing that Twitter is a more inherently kind of a nichier product than Facebook which is not to sa | observed | artifact ↗ | 2013-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCMX2HFSSQT1BA80VGA476", "signals": [{"quote": "how Twitter has been doing a much better job of positioning itself as the you know social soundtrack to television and | observed | artifact ↗ | 2013-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCMX2HFSSQT1BA80VGA476", "signals": [{"quote": "Twitter is much more real time than Facebook um what Twitter does is sync up all these people talking about the same t | observed | artifact ↗ | 2013-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCMX2HFSSQT1BA80VGA476", "signals": [{"quote": "Nielsen did released this study where they showed that there's like a significant relationship between how people use | observed | artifact ↗ | 2013-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCMX2HFSSQT1BA80VGA476", "signals": [{"quote": "I think this NFL deal is kind of interesting they've been doing a lot of deals right now where they're putting video c | observed | artifact ↗ | 2013-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCMX2HFSSQT1BA80VGA476", "signals": [{"quote": "are the NFL Clips going to be six seconds or less um because this is this like Twitter has you know in all of its stuf | observed | artifact ↗ | 2013-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCMX2HFSSQT1BA80VGA476", "signals": [{"quote": "I think my worry with that is that changes the nature of Twitter like it it makes it into a different a more Facebook | observed | artifact ↗ | 2013-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCMX2HFSSQT1BA80VGA476", "signals": [{"quote": "I do think that it just seems natural that Twitter is going to get richer in terms of the media Types on it and especi | observed | artifact ↗ | 2013-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDB4157P6F0DBX1MZYW9DH", "signals": [{"quote": "I think if you look at the space now you looked at Facebook you look at Lincolnton the tech sector evaluations are pre | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDB4157P6F0DBX1MZYW9DH", "signals": [{"quote": "I think these smaller IPOs though is a good sign for the market that there's um some at least investor interest in tec | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDB4157P6F0DBX1MZYW9DH", "signals": [{"quote": "Twitter I mean this is going to be a benchmark or Watershed whatever you call it I mean I think it will reestablish th | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDB4157P6F0DBX1MZYW9DH", "signals": [{"quote": "my theory is it would actually help Twitter in general because it will have less time to analyze and find more flaws y | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDB4157P6F0DBX1MZYW9DH", "signals": [{"quote": "there's such scrutiny on this company and its financials and so many people from those in this room and outside who ar | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDB4157P6F0DBX1MZYW9DH", "signals": [{"quote": "the retail investors will be like I love Twitter like that's that's going to be a reason people buy lots of people and | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDB4157P6F0DBX1MZYW9DH", "signals": [{"quote": "you can't underestimate Twitter just because of its reach but you know growth is at this point you know you've got the | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDB4157P6F0DBX1MZYW9DH", "signals": [{"quote": "I'm I worry because like I'm my my sister doesn't use it my mother doesn't use it except to look at my tweets once in | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDB4157P6F0DBX1MZYW9DH", "signals": [{"quote": "I was actually a Twitter bear for much of the early years of writing about the company um but I'm very much changing m | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDB4157P6F0DBX1MZYW9DH", "signals": [{"quote": "I think they're actually pretty complementary products I think as times past they diverged in their use case I mean to | observed | artifact ↗ | 2013-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE4J010C0A2Y5QEBA734Z2", "signals": [{"quote": "I think actually Twitter is going to be the big sleeper Twitter has a 100 Partners right now in video that they're hos | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE4J010C0A2Y5QEBA734Z2", "signals": [{"quote": "I believe that because Twitter and Facebook uh AOL Microsoft and these new competitors they will provide direct sales | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE4J010C0A2Y5QEBA734Z2", "signals": [{"quote": "Google and YouTube taking this position that we don't do better deals is completely false they do give better deals th | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE4J010C0A2Y5QEBA734Z2", "signals": [{"quote": "my impression of Google and YouTube is that and all technology companies is they really don't respect content companie | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE4J010C0A2Y5QEBA734Z2", "signals": [{"quote": "there will be very significant competitors to YouTube who absolutely go out and individually contact each of you and s | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE4J010C0A2Y5QEBA734Z2", "signals": [{"quote": "if you just do a Google search about the dark fiber they bought up and the amount of fiber they own they don't really | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE4J010C0A2Y5QEBA734Z2", "signals": [{"quote": "YouTube is a great platform YouTube has a huge opportunity and it's YouTube's um game to lose", "stance": "neutral", " | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEF1FZT2YSZP32SY8F32D1", "signals": [{"quote": "I think that there were a couple of things I mean they had four platforms uh live Journal typ pad movable type and Vox | observed | artifact ↗ | 2013-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEF1FZT2YSZP32SY8F32D1", "signals": [{"quote": "I use and like Facebook on a regular basis really yeah um I think what they build is very impressive but the cool thin | observed | artifact ↗ | 2013-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFG9DYHR0BSPXX9N8C3ER7", "signals": [{"quote": "Peter teal says Twitter is going to outlast the New York Times", "stance": "bullish", "confidence": 1, "signal_class": | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGJ8XSYXRK6VPEDW8Z797G", "signals": [{"quote": "I think that's the one like real value of live television is is when it's a communal experience like that and and you | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGJ8XSYXRK6VPEDW8Z797G", "signals": [{"quote": "Twitter is the best place to do it the Twitter hashtag is the best place to follow the news and people are putting the | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGJ8XSYXRK6VPEDW8Z797G", "signals": [{"quote": "you can find those stolen Clips like before CNN puts it on its own channel by just doing the search on the hashtag and | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGJ8XSYXRK6VPEDW8Z797G", "signals": [{"quote": "the Twitter information just felt better I mean yes there was absolutely misreporting and and things going off in diff | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGM6F6A2H6MEV7SA1VTV8R", "signals": [{"quote": "it was definitely a tipping point, and it was interesting, because it was the first glimmer of, uh... 'This isn't just | observed | artifact ↗ | 2013-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGM6F6A2H6MEV7SA1VTV8R", "signals": [{"quote": "And all that time, Chris Sacca would text me, like, 'This is big.' That became as BIG. It's BIG. And we started to get | observed | artifact ↗ | 2013-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGM6F6A2H6MEV7SA1VTV8R", "signals": [{"quote": "And lots of people still tell us Twitter is hard to use, it's too confusing. And so, the simplicity is sort of uh... a | observed | artifact ↗ | 2013-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGM6F6A2H6MEV7SA1VTV8R", "signals": [{"quote": "It's a new way to tell stories, and it's a perfect complement to Twitter, because it's all about... it allows you to t | observed | artifact ↗ | 2013-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGM6F6A2H6MEV7SA1VTV8R", "signals": [{"quote": "Even going back to that Twitter story, and the really key huge insight we had around 2009, I think, when we... Remembe | observed | artifact ↗ | 2013-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGM6F6A2H6MEV7SA1VTV8R", "signals": [{"quote": "I think that Twitter, for example, uh... has a form of native advertising working very well.", "stance": "bullish", "c | observed | artifact ↗ | 2013-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH4NQMCT0WGSJPWJFAN2ZP", "signals": [{"quote": "the Googles and the Facebooks and the Twitter they're great at disrupting their own things but they're kind of refusin | observed | artifact ↗ | 2013-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH4NQMCT0WGSJPWJFAN2ZP", "signals": [{"quote": "I was sort of comfortable with Twitter because it only does things really on my behalf when I tweet them out or people | observed | artifact ↗ | 2013-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH4NQMCT0WGSJPWJFAN2ZP", "signals": [{"quote": "I look at Facebook I look at Google I look at Twitter and I think these guys they were ready to disintermediate everyb | observed | artifact ↗ | 2013-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I think absolutely if they did every time you turn on your phone, you watch a 15-second pre-roll... you start talking | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I thought it was a very cool product. I mean, they did they definitely did some things that look really sexy. There's | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I was talking to David Kirkpatrick actually on our Yahoo show this morning and he's saying, 'Look, you know, don't com | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I would hate it. It's already everything is just a tiny poke or swipe away from whatever I want. I like the app interf | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "At this point, though, to me, this is is is a souped up Android app is what it is. The reason it is not on iOS is beca | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "It'll be very interesting to see whether Google tries to restrict this going forward. Because effectively Facebook has | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I really did like the also I thought it was the most original thing I've seen Facebook do ever because Facebook's neve | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I think that they were very smart to take uh the sort of things that are hot right now. So, like obviously messaging a | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I think this is a watershed moment for Facebook. I think it's really wholly original. Um, even though it's got some in | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I still think Zuckerberg is the worst presenter ever. Like he doesn't understand the timing of when people clap. He's | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I think I have to agree with Mike. I mean, Mark's gotten so much better. And the first big public appearance that he h | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I think it's going to be sideways and sideways meaning very volatile up and down as people get excited about different | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I don't think on the revenue side it is. I mean I don't Yes, there is certainly already been talk about how they're go | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHA7CSVQGF6NRXXQM2YYV7", "signals": [{"quote": "I can totally see this being an emerging markets play. This is where they want to grow Android use already in like in | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHF93RGPS63KKXA51RYJNF", "signals": [{"quote": "the big cold war between Zuckerberg and D Costello where you know I guess Twitter is blocking Instagram photos from be | observed | artifact ↗ | 2013-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK1Q7WSV157V75KZATKKK8", "signals": [{"quote": "Evan Williams registered twitter.com through us he was working on Odio at the time and and we were having a conversati | observed | artifact ↗ | 2013-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK8DNTMD7J1AZGDE3HFESG", "signals": [{"quote": "or one one Twitter or one Facebook right like how good you you think you can pick five YouTubes out of 30 good luck [ | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK8DNTMD7J1AZGDE3HFESG", "signals": [{"quote": "if you're Twitter you'd probably be asking for 30 or 40 because you've got growth like kicking in if you figure out mo | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK8DNTMD7J1AZGDE3HFESG", "signals": [{"quote": "Apple could over pay and buy Twitter for $50 billion ... I would say do in a [ __ ] heartbeat", "stance": "bullish", " | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK8DNTMD7J1AZGDE3HFESG", "signals": [{"quote": "the super amazing deal would be if Apple could buy square and [ __ ] Twitter and then just put jack as the chief produ | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK8DNTMD7J1AZGDE3HFESG", "signals": [{"quote": "I think they should have done that like two years ago", "stance": "bullish", "confidence": 0.8, "signal_class": "asses | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM4BY84EX5BQB7BD6PMB39", "signals": [{"quote": "I think it signals something about Twitter that they've caught up with their main platform and they can start doing st | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM4BY84EX5BQB7BD6PMB39", "signals": [{"quote": "you know it's not when you come into a market that's filled with dead bodies you should really take a look at why that | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN84BER6F3R7KG5K1SFB22", "signals": [{"quote": "Twitter is finally going to let you access your full Archive of tweets right this was something that dick Costello had | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN84BER6F3R7KG5K1SFB22", "signals": [{"quote": "Robert is the reason that they of them yeah Robert is the reason they've made this inaccessible so that people cannot | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN84BER6F3R7KG5K1SFB22", "signals": [{"quote": "part of it's uh like you said a startup has to prioritize what it does and you know look at their at their uh dealing | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN84BER6F3R7KG5K1SFB22", "signals": [{"quote": "well because these Services path uh Twitter app.net they're all about the present I mean the ability to Archive is is | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN84BER6F3R7KG5K1SFB22", "signals": [{"quote": "but but the fear ra uh R is that if you imported let's say my 60,000 tweets I've literally touched or retweeted or sha | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN84BER6F3R7KG5K1SFB22", "signals": [{"quote": "some other one 89% 89% some other one and the the 11% break the 11% down by Twitter and Facebook Twitter is look look | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN84BER6F3R7KG5K1SFB22", "signals": [{"quote": "I'd say 95% Facebook is not the number one social network 10 years I mean come on anything can happen", "stance": "bea | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XP488XMAB00M23FMDQTEG6", "signals": [{"quote": "Twitter actually drives consumption of the TV show because if someone just scored a touchdown or there was an amazing | observed | artifact ↗ | 2012-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XP488XMAB00M23FMDQTEG6", "signals": [{"quote": "on a Sunday afternoon when we have multiple games going at once, you know, outside of the the top promoted tweet, we t | observed | artifact ↗ | 2012-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XP488XMAB00M23FMDQTEG6", "signals": [{"quote": "we've seen Facebook more as a as a engagement engine during the week and less in-game Okay. Um, and you know that is w | observed | artifact ↗ | 2012-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XP488XMAB00M23FMDQTEG6", "signals": [{"quote": "in Twitter, when you write a tweet, everyone who follows you sees it. Everyone. and if they don't like what they see, | observed | artifact ↗ | 2012-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XP488XMAB00M23FMDQTEG6", "signals": [{"quote": "I guess in some ways it parallels the issue that Twitter itself has, which is you gain from other people taking tweets | observed | artifact ↗ | 2012-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPFR1CPKVSK73XWSZ9VW5D", "signals": [{"quote": "Amazon should buy Twitter I mean they just by Twitter not Google well Google doesn't I think Google's lost interest fi | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPFR1CPKVSK73XWSZ9VW5D", "signals": [{"quote": "I passed on Twitter because I have rules at 20 million valuation", "stance": "neutral", "confidence": 0.9, "signal_cla | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPFR1CPKVSK73XWSZ9VW5D", "signals": [{"quote": "I wrote the blog post saying Twitter is stupid so you know I'm definitely wrong all the time", "stance": "neutral", "c | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPFR1CPKVSK73XWSZ9VW5D", "signals": [{"quote": "Fred offered me a 25 Grand investment I like this is dumbest idea ever but I said Twitter for stocks now that's really | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPFR1CPKVSK73XWSZ9VW5D", "signals": [{"quote": "I said first of all Twitter should have disrupted Bloomberg so so you got Google you got Yahoo you got you got Google | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPFR1CPKVSK73XWSZ9VW5D", "signals": [{"quote": "I mean it did work for a long time like trading Twitter I mean a fine work it's not so Innovative in the sense that I | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPFR1CPKVSK73XWSZ9VW5D", "signals": [{"quote": "again like Twitter we're betting that Twitter will figure out different ways of advertising we'll fast follow them rig | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "Twitter's going to Nuke their entire Dev ecosystem and it's really going to happen", "stance": "bearish", "confidence" | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "I don't blame them I'm not angry at Twitter I just I remember being on that side like if I were running their business | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "they're essentially doing things big picture here that are not in the best interest of two groups of people the users | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "Twitter owns nothing the users own those tweets yes so the users have built Twitter Twitter is now forced to monetize | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "we don't blame Twitter we understand it's happen it's a business it's their business they can do whatever they want be | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "that does create a pent up demand for an alternative yes and the developers have been desperate for an alternative and | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "they were effectively unbundled and they've been trying to put the toothpaste back on the tube right of where very pai | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "this is a thing that Twitter has seemed to have locked down and killed in the ecosystem that's correct this is a real | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "the newsfeed is actually the engine of monetization and they're creating not the sidebar yeah that's garbage so the ne | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "I think that might be illegal if the FTC is listening like shouldn't we know what's Amplified and who paid to amplify" | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQ46H0DE966V3HSE2670Y3", "signals": [{"quote": "the users don't want Twitter to turn off the API yeah I don't think that's good for users no", "stance": "bearish", "c | observed | artifact ↗ | 2012-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQTAH20ENAGK26KG3PEAJX", "signals": [{"quote": "I don't think this has to do with the service staying up I think it has to do with the fact that this is the place tha | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQTAH20ENAGK26KG3PEAJX", "signals": [{"quote": "I think first it's it's always amusing to me to listen to people say a company is completely screwed because their ser | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQTAH20ENAGK26KG3PEAJX", "signals": [{"quote": "the key next challenge for Twitter is finding a way to really become a mainstream technology and part of that is you b | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQTAH20ENAGK26KG3PEAJX", "signals": [{"quote": "there are sort of Na natural caps on Market penetration ... Twitter is more synchronous it it really thrives um when y | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQTAH20ENAGK26KG3PEAJX", "signals": [{"quote": "they're perfectly within their rights to do it I think based you know the next thing can they build a real business ou | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "Eric Schmidt goes on stage at uhů a banker conference in San Francisco, and calls Twitter the poor man's email.", "sta | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "I think that's one of the reasons why Google was never really taking Twitter seriously, as it should.", "stance": "bul | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "Twitter lowered the bar even more. ... All you needed to do is to have the cell phone. ... you were suddenly an author | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "Even the weakest signals are amplified, as Biz likes to say.", "stance": "bullish", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "Google was really good at finding the right answer. Twitter is good at servicing a bunch of stuff.", "stance": "neutra | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "Fluther, actually, was acquired by Twitter at the end. Aardvark was acquired by Google. I think it showed the differen | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "On Twitter, everything is about seeing more and more answers, just more and more responses, because, like, you want a | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "I think that Larry has an amazing ability... but I think, generally, it's hard for that company to wrap their head aro | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "If Twitter did that deal, it would've been... it's playing offense. Facebook had to do that deal out of defense.", "st | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "Again, as an outside investor, uh... it would have been great to have Kevin Systrom and the team working over at Twitt | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "Today's developers on the Twitter platform are a lot of the media creators. The platform, they're building that media, | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "We've never, in the history of advertising, had this kind of engagement happen on a platform before. What's happening | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "I had a small team of engineers, I backed, called BackType, that Twitter acquired. And uhů those guys could actually t | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "And the ability to actually watch that stuff impact real-life is amazing.", "stance": "bullish", "confidence": 0.85, " | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "Twitter has got a very healthy, obvious way to make money, that's user-friendly, advertiser-friendly, that leaves ever | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS6EKS1Y686Y4T2RXC480Z", "signals": [{"quote": "That's how the guys at Twitter think about the folks who invested up to this point, Bijan [Sabet] at Spark [Capital], | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSBW3K301D595MF8H0EXWJ", "signals": [{"quote": "What we took in terms of a lesson from the bike messengers and learning a little bit about 140 characters and paging, | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSBW3K301D595MF8H0EXWJ", "signals": [{"quote": "we also see on the other side of your Twitter investor and warrant adviser, that they've been locking down access", "s | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSX48XCPM4HREQ58JHDT0K", "signals": [{"quote": "Evan Williams called me up and said hey I'm just closing up the round for this company I got you down for 25 25 okay g | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSX48XCPM4HREQ58JHDT0K", "signals": [{"quote": "my second investment was Twitter and um you know because it was 25k and it was so material I just started showing up a | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSX48XCPM4HREQ58JHDT0K", "signals": [{"quote": "I think I think each of us doesn't give ourselves enough credit for how helpful we can be working at Google I was surr | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSX48XCPM4HREQ58JHDT0K", "signals": [{"quote": "I raised a couple of uh of other small funds that were just to buy Twitter shares and and this is when Twitter is a ni | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "everybody of course rushes to go download it and then they find out well i can't you know easily click from the timeli | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "they're locking down their platform which was built off the backs of the innovation of all these developers now other | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "i think they have a lot of facebook envy where you know facebook you had to use the api you had to use certain boxes a | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "what they're doing is they're driving people to app.net right obviously that's a really interesting project and those | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "i feel like i've invested a lot in twitter over you know six or seven years i've got all these followers and now innov | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "i just feel like it's almost like twitter is jumping the shark now and i think they need to be careful um i think they | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "it feels like twitter has decided to take a very conservative approach to how they build out their monetization and go | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "i think what would have been really interesting is for them to be this great platform company um they have such intere | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "i think they want to control their stream so they can control how how and when ads are shown and when you have develop | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "well but they were never very fast at innovating either right they personally weren't but their developers were right | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "i use twitter now twitter is you know pissing me off and like who do i use to authenticate do i have to i wish somebod | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "if they figure out how to do maps how hard could it be for them to figure out how to do a social network and they've g | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT8P83WFWKQN7SFDJB6NKK", "signals": [{"quote": "i think facebook and twitter are really at risk with google and um with google and apple having social networks sort o | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV2FH02FWBAYX67ADNH3XP", "signals": [{"quote": "that's got to be Twitter's business model that's got to be Facebook's business model that's got to be Pinterest busine | observed | artifact ↗ | 2012-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV2FH02FWBAYX67ADNH3XP", "signals": [{"quote": "Twitter's very well organized you go and it's very well curated in terms of the onboarding experience for the new user | observed | artifact ↗ | 2012-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV2FH02FWBAYX67ADNH3XP", "signals": [{"quote": "look you you you mentioned a moment ago this this idea that uh younger consumers have been trained that content is fre | observed | artifact ↗ | 2012-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV2FH02FWBAYX67ADNH3XP", "signals": [{"quote": "do you believe that advertising has sullied Twitter as a company or as a product no I don't think that the product is | observed | artifact ↗ | 2012-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVEZFWP19ZHHEFP62QW771", "signals": [{"quote": "we don't see ourselves at least I don't see ourselves as uh competitively positioned to them we feel like we're going | observed | artifact ↗ | 2012-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVEZFWP19ZHHEFP62QW771", "signals": [{"quote": "it was hard I'd say you know going against a market leader", "stance": "neutral", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2012-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVEZFWP19ZHHEFP62QW771", "signals": [{"quote": "Twitter on the other hand um it's it's impossible to disaggregate Twitter's rise and their success in getting to where | observed | artifact ↗ | 2012-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYVP2VJXQYMS2M1ZNT8S5R", "signals": [{"quote": "I think one of the challenges for Facebook and and Twitter doesn't have this um is that there's an expectation of priv | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYVP2VJXQYMS2M1ZNT8S5R", "signals": [{"quote": "obviously he's not going to be able to buy Twitter they just won't sell it to him for you know whatever principal reas | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZX1XY1E3QNM96BHN0XSWQ", "signals": [{"quote": "it's clearly a recruiting tool", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_name": " | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZX1XY1E3QNM96BHN0XSWQ", "signals": [{"quote": "I think this is a great first shot and I think it's going to be a recruiting tool", "stance": "bullish", "confidence": | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZX1XY1E3QNM96BHN0XSWQ", "signals": [{"quote": "I think it's a wealth transfer from I'll say the investors to the engineers", "stance": "neutral", "confidence": 0.7, | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZX1XY1E3QNM96BHN0XSWQ", "signals": [{"quote": "Twitter just made it a class issue I mean I and I think it's they made it class Warfare", "stance": "mixed", "confiden | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZX1XY1E3QNM96BHN0XSWQ", "signals": [{"quote": "I think it's so brilliant on Twitter's part because when you are in Twitter you could say send my tweets like just in | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZX1XY1E3QNM96BHN0XSWQ", "signals": [{"quote": "it's like almost everything is something from somewhere else right and isn't it amazing how many of these people are j | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1MDECYVNN3EC7HVH8Z0W6", "signals": [{"quote": "people that did like like Twitter and Foursquare. And I was thinking to myself, what was a common thread amongst each | observed | artifact ↗ | 2012-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1YJ179D8Z7AFB2HC02N4J", "signals": [{"quote": "it took salesforce.com uh about 12 years to get to 3 million users and it took us about three years to get three milli | observed | artifact ↗ | 2012-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1YJ179D8Z7AFB2HC02N4J", "signals": [{"quote": "our sort of our secret of success has been", "stance": "bullish", "confidence": 0.3, "signal_class": "assessment", "sp | observed | artifact ↗ | 2012-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y2KC4GEHTY70BV48QEPBFM", "signals": [{"quote": "Twitter is a perfect example. Right. The value that you get from being able to connect with your followers, share info | observed | artifact ↗ | 2012-03-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y31V6MDB2KFYGJ9KVBHA2W", "signals": [{"quote": "look what happened to Twitter they let all those people build on their API and then they slowly added those features b | observed | artifact ↗ | 2012-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y32AHHDMK4J6FV0YH0717Q", "signals": [{"quote": "I think Facebook will be the biggest return to venture capitalists as individ as direct as the investors yeah but it'l | observed | artifact ↗ | 2012-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y36498SVM8P9HKH63ME3CK", "signals": [{"quote": "look what happened to twitter they let all those people build on their api and then they slowly added those features b | observed | artifact ↗ | 2012-02-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5442YNKYBBGDAEES82N8V", "signals": [{"quote": "I canceled my streaming subscription to Netflix I just never used it", "stance": "bearish", "confidence": 0.7, "signal | observed | artifact ↗ | 2012-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5442YNKYBBGDAEES82N8V", "signals": [{"quote": "it is incredibly frustrating to not have a good selection I feel like I would pay triple the price for just double the | observed | artifact ↗ | 2012-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5442YNKYBBGDAEES82N8V", "signals": [{"quote": "Amazon has had all the raw material to make some kick-ass products and they just haven't right so why they're just so | observed | artifact ↗ | 2012-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5442YNKYBBGDAEES82N8V", "signals": [{"quote": "they've totally hacked the system essentially if you're in Germany or you're in Iran or whatever you know how to get a | observed | artifact ↗ | 2012-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6NX3STABWN626SWB00QTF", "signals": [{"quote": "so you know Twitter when you when you make a tweet you're you're basically giving them a non-exclusive license to your | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y779RMC3VDTK18M5R57Q0Y", "signals": [{"quote": "that Facebook or Twitter cannot yeah because we've selected each other and we trust each other to share the most intim | observed | artifact ↗ | 2011-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y779RMC3VDTK18M5R57Q0Y", "signals": [{"quote": "the most amazing broadcasting tool ever", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker | observed | artifact ↗ | 2011-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y779RMC3VDTK18M5R57Q0Y", "signals": [{"quote": "at some point Twitter transitioned from that to being a a large scale media Network right which is actually also good | observed | artifact ↗ | 2011-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7E3K9ACSANW671RQQEGCX", "signals": [{"quote": "I think that's a real interesting comparison because that's obviously where there's a lot of business for the social p | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7E3K9ACSANW671RQQEGCX", "signals": [{"quote": "this is the beginning of content and business on Twitter and this is going to help them actually fill out their valuat | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7E3K9ACSANW671RQQEGCX", "signals": [{"quote": "Twitter has been an engineering and design disaster scalability disaster except for the last year", "stance": "bearish | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7E3K9ACSANW671RQQEGCX", "signals": [{"quote": "I think it was incompetence because Facebook was a bigger success and they seem to be able to figure out how to keep s | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7E3K9ACSANW671RQQEGCX", "signals": [{"quote": "Twitter has been handicapped because they couldn't release new features because if release every time they release a n | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAQC60BYWPRVBGTVZAEQAY", "signals": [{"quote": "Twitter offered investors a chance to get their money back many of whom are really regretting that they took them up o | observed | artifact ↗ | 2011-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAQC60BYWPRVBGTVZAEQAY", "signals": [{"quote": "I said Biz this is the stupidest idea ever come up with ... who wants to read everybody I only want to read the people | observed | artifact ↗ | 2011-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAQC60BYWPRVBGTVZAEQAY", "signals": [{"quote": "when they gave their money back to investors their vanity metrics the total number of customers and the total of messa | observed | artifact ↗ | 2011-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC165TTMDAGW2RENNQDJN9", "signals": [{"quote": "I think what we're trying to do is grow the team in the correct way not necessarily uh in the typical do way which is | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC165TTMDAGW2RENNQDJN9", "signals": [{"quote": "we all have Android phones in the office now we're playing with stuff we're actively working on it um and we're really | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC165TTMDAGW2RENNQDJN9", "signals": [{"quote": "I could say uh obviously there are things we're thinking of charging for in the future as far as premium Services go u | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC165TTMDAGW2RENNQDJN9", "signals": [{"quote": "the cool thing about what we're doing currently is how even organically brands are starting to sign up you know the Ka | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC165TTMDAGW2RENNQDJN9", "signals": [{"quote": "I never think it was their purpose to do that like I think what they wanted to do was allow people to upload photos re | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC165TTMDAGW2RENNQDJN9", "signals": [{"quote": "I think they took a big bet on a new Communications medium um it turned out not to be the right Communications medium | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC165TTMDAGW2RENNQDJN9", "signals": [{"quote": "Twitter was a disaster because they couldn't keep the servers up and running", "stance": "bearish", "confidence": 1, " | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDTTZA6K6RBJJAPYXKRF71", "signals": [{"quote": "they've basically ruined my mention feed it was really good to just see people replying to me talking but now I'm gett | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDTTZA6K6RBJJAPYXKRF71", "signals": [{"quote": "I think it's Jack I think now Jack's back he's already starting to infuse it with a little bit more movement they are | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDTTZA6K6RBJJAPYXKRF71", "signals": [{"quote": "I mean where's my I was supposed to have a pro page I mean I was talking to EV about that three years ago like where's | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDTTZA6K6RBJJAPYXKRF71", "signals": [{"quote": "the entry point on Twitter is 80 grand 125 Grand depending on who you know have the self-service tool yet they don't a | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF70BJWT2SH3G8HVADXVD1", "signals": [{"quote": "Twitter baites us to tell us to tell the world what we're doing you know every moment of the day exactly", "stance": " | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF70BJWT2SH3G8HVADXVD1", "signals": [{"quote": "that's the feature I need on Twitter uh desperately because I am getting flooded with direct messages", "stance": "bea | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF70BJWT2SH3G8HVADXVD1", "signals": [{"quote": "the culture in the Twitter Community is let's use Twitter as a marketing channel", "stance": "neutral", "confidence": | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF70BJWT2SH3G8HVADXVD1", "signals": [{"quote": "it has all of the capabilities of Twitter but none of the restrictions you can post more than 140 characters", "stance | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF70BJWT2SH3G8HVADXVD1", "signals": [{"quote": "I like the idea that it forces their py conciseness", "stance": "bullish", "confidence": 0.9, "signal_class": "endorse | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF70BJWT2SH3G8HVADXVD1", "signals": [{"quote": "that was just a really brilliant move and now has become their Achilles heel in my mind the 140 limitation", "stance": | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF70BJWT2SH3G8HVADXVD1", "signals": [{"quote": "the free-for-all causes massive spam and harassment", "stance": "bearish", "confidence": 0.9, "signal_class": "critici | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF70BJWT2SH3G8HVADXVD1", "signals": [{"quote": "I think Twitter is vulnerable... because it's got public profiles and all those other features um but without the rest | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "most of the time when I see analytics products like this it just feels like a way to optimize your narcissism uh and I | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "it just feels like Twitter is incapable of releasing products when the consumers want them you know like they get thei | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "they're just so far behind", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_name": "Tyler | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "that to me is just a sign that you need to sell every share of Twitter you own in the secondary Market as quick as pos | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "they did tell attendees uh at Tech crunches rup that the Analytics tool will be free", "stance": "neutral", "confidenc | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "Fred and ban said you know what if you don't sell to Google or Microsoft at 12 billion or 15 billion we want out buy o | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "this is one of those startups that I think is like in a way it's cursed like the flipping of management and CEO role a | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "if you go long but if that was the case then Fred and ban would stay through sale to make sure they don't lose their i | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "you don't see this happening at Facebook at all you don't see it happening at Zinga at all all you don't see it happen | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "I predict this thing is going to be sold within the next couple of months that's what this is telling me Twitter to wh | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "Dan primac says they sold up to 20% of their shares uh before leaving and they're the the technology guys as far as I' | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "it's a really bad sign but there was there's also a historical when when Jack was kind of uh voted out yeah Fred and B | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "I think that uh the smart lists are awesome I I just went on and started testing them today I'm I've got a thousand co | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "Google+ opened up its API for the first time this week and there was no discussion of circles or public circles or tha | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "Facebook I think has hit Peak social like peak oil Peak social", "stance": "bearish", "confidence": 0.8, "signal_class | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "this is way too complicated I don't think anybody understands what these words mean", "stance": "bearish", "confidence | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFVNZE05PGJWBP2E64B854", "signals": [{"quote": "Facebook's introduced some new features this week uh first one a subscribe button it allows people to rather than bein | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YG27XPRQZCZK79KCVBTM4M", "signals": [{"quote": "I guess the question is Twitter too I mean Twitter now is run by uh I wonder do dick costelo a business guy sales guy | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YG27XPRQZCZK79KCVBTM4M", "signals": [{"quote": "I think Twitter is doing awesome in terms of product release", "stance": "bullish", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YG27XPRQZCZK79KCVBTM4M", "signals": [{"quote": "I think it's I think it's a smart messaging move is to try to move themselves away from the Facebook discussion", "sta | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YG27XPRQZCZK79KCVBTM4M", "signals": [{"quote": "I think the spam problem is is huge on Twitter right now", "stance": "bearish", "confidence": 1, "signal_class": "crit | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YG27XPRQZCZK79KCVBTM4M", "signals": [{"quote": "I didn't really buy his excuses for why they didn't release that before but you know now the numbers look good so they | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YH8F70001BKFN7QM10Z7PX", "signals": [{"quote": "it's still Twitter still Twitter yeah maybe Google+ when they started integrating offer is another you know features", | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YH8F70001BKFN7QM10Z7PX", "signals": [{"quote": "the value breakdown on a percentage basis for a restaurant or a small services company let's say you know like a web d | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YH8F70001BKFN7QM10Z7PX", "signals": [{"quote": "the buying ads tool on Facebook is second to none and the entry point slow the internet went on Twitter is 80 grand 12 | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YH8F70001BKFN7QM10Z7PX", "signals": [{"quote": "how long is it gonna take them to catch up hard to say I'm here maybe at the current pace to get a year to have what F | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YH8F70001BKFN7QM10Z7PX", "signals": [{"quote": "the business Twitter page hasn't changed as far as I can tell in a year two years", "stance": "bearish", "confidence": | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YH8F70001BKFN7QM10Z7PX", "signals": [{"quote": "if I could give you $1,000 to invest in the three companies at their current valuations how we just put that up Google | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YH8F70001BKFN7QM10Z7PX", "signals": [{"quote": "the biggest wins from Twitter which has to do with our content too which is very easy to promote a the top very viral | observed | artifact ↗ | 2011-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHDN623BCY7G9JM721SHSV", "signals": [{"quote": "vog has 1.2 million readers in the US and they make $300 million a year just on Advertising it's amazing and people a | observed | artifact ↗ | 2011-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHDN623BCY7G9JM721SHSV", "signals": [{"quote": "you're starting to see more key and big wide beautiful ads on the New York Times Wall Street Journal um somewhat effec | observed | artifact ↗ | 2011-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHDN623BCY7G9JM721SHSV", "signals": [{"quote": "it's too cluttered it's too slow it's too complex you can't monetize content very well pay walls are coming up as a re | observed | artifact ↗ | 2011-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "I felt like you were doing it in a classier way with more disclosure", "stance": "bullish", "confidence": 0.9, "signal | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "in our network alone over a hundred celebrities with over a million followers", "stance": "bullish", "confidence": 1, | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "celebrities just have tremendous amount of reach", "stance": "bullish", "confidence": 1, "signal_class": "assessment", | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "there's about two brands on twitter period with over a million followers", "stance": "neutral", "confidence": 0.9, "si | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "we definitely think that tweets don't get to every single follow ... celebrity a tweet from a celebrity reaches ten to | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "as Twitter's grown the number of registered users who use a site every month has declined ... say forty fifty percent | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "Twitter is really a celebrity news website more than anything else", "stance": "neutral", "confidence": 0.9, "signal_c | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "it's too early to tell if if Google is going to replace Twitter", "stance": "neutral", "confidence": 0.8, "signal_clas | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "I'm getting an equal number of click through from 25,000 27,000 Google+ people as I am from a hundred be the same 25,0 | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "there definitely are celebs on Twitter on Google+ but not nearly as many as there are on Twitter and in fact even Face | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "the actual number of people who see it it's probably like five to ten percent click-through rate which is pretty impre | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "the people who work at Twitter used to work at Google and it's the same people ... they don't get the value of the cel | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "they certainly get build a popular platform you can't deny that", "stance": "bullish", "confidence": 0.7, "signal_clas | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "we launched a new analytics package for power users on Twitter like you", "stance": "bullish", "confidence": 0.7, "sig | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "adly analytics is it tells you a lot about your audience and helps you be more effective at using Twitter", "stance": | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "it's not fully self-serve yet okay it's really just first 25 his account number", "stance": "neutral", "confidence": 0 | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "this is available anyone anyone throw 10,000 followers is gonna get use out of this on Twitter no it's free", "stance" | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "I think clouds done a really good job of creating a score and giving you a reason to stay interested in Twitter I kind | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "I think that that serves in need and certainly helps keep our users interested in Twitter and you know something to co | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "they are starting to go to advertisers and saying ah you were badly only has the raw follower count we actually have t | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "it's very common in our business digital marketing for technology to get ahead of what marketers actually won marx's a | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "Twitter's ad business is a year old at best and they're still trying to prove their works you know just buying a link | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "we always make this mistake we've been doing for the last 12 years where the technology gets two or three years ahead | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "the challenge is always the scale that you get and I think we you end up with is a good story as a marketer", "stance" | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "most marketers and digital look at it as a way to impress their boss that they did something cool and digital and so s | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "the more you he just ends up dice the onion less satisfying the meal", "stance": "neutral", "confidence": 0.7, "signal | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "we did campaign for one of the major daily deal sites I model livingsocial and I think we had about 74 people on that | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "those guys were paying four or five bucks a year or last year", "stance": "neutral", "confidence": 0.8, "signal_class" | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "somebody got a couple hundred they didn't share with us sign-ups / / celeb would have been interesting", "stance": "ne | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHKTQAEB816ZEDH34CB6TF", "signals": [{"quote": "we don't disclose what the split is and Bob are can you say bird park what it is it's bull park it's very similar how | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJCRGQPCP2WDGWMZ2NFHPY", "signals": [{"quote": "I think overall they handled it just fine I mean it's The Growing Pains of growing a company I mean they've got so man | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJCRGQPCP2WDGWMZ2NFHPY", "signals": [{"quote": "I was told by an Insider that if they were a hotel in New York City they would be larger than the top five hotels put | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJCRGQPCP2WDGWMZ2NFHPY", "signals": [{"quote": "when you start adding background checks and insurance into it uh all a sudden it's not going to be cost effective and | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJCRGQPCP2WDGWMZ2NFHPY", "signals": [{"quote": "Twitter is still kind of the RSS on steroids that everyone's using as opposed to Google Plus", "stance": "bullish", "c | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJCRGQPCP2WDGWMZ2NFHPY", "signals": [{"quote": "if they've only got 200 million in revenue or 150 million Revenue it certainly is", "stance": "neutral", "confidence": | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJCRGQPCP2WDGWMZ2NFHPY", "signals": [{"quote": "Twitter pushes out developers", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_name": "Ja | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJCRGQPCP2WDGWMZ2NFHPY", "signals": [{"quote": "Twitter didn't sell to uh Google and now they are getting this treatment", "stance": "neutral", "confidence": 0.8, "si | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJMGFZAK0VMNNNVAB5GP4S", "signals": [{"quote": "Ev, with Obvious, they just – then they shut down the other ones and went with Twitter.", "stance": "neutral", "confid | observed | artifact ↗ | 2011-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJMGFZAK0VMNNNVAB5GP4S", "signals": [{"quote": "I think that having – now that we're moving to a web of humans as opposed to a web of cookies, I think that is in our | observed | artifact ↗ | 2011-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJMGFZAK0VMNNNVAB5GP4S", "signals": [{"quote": "I love Twitter. I use it all the time. I have friends there that work there, et cetera, et cetera. I think micromessag | observed | artifact ↗ | 2011-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YK0P08J95WRCQPENZHBA6D", "signals": [{"quote": "well certainly it will help them make money it's long overdue", "stance": "bullish", "confidence": 1, "signal_class": | observed | artifact ↗ | 2011-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YK0P08J95WRCQPENZHBA6D", "signals": [{"quote": "this is something that they literally should have had I mean this is the problem that Twitter has now they have it was | observed | artifact ↗ | 2011-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YK0P08J95WRCQPENZHBA6D", "signals": [{"quote": "I'm really worried about Twitter uh because I am spending less and less time on Twitter and I am spending so much time | observed | artifact ↗ | 2011-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YK0P08J95WRCQPENZHBA6D", "signals": [{"quote": "I told EV this in the beginning you have to have threaded comments how stupid is it that they don't have threaded comm | observed | artifact ↗ | 2011-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YK0P08J95WRCQPENZHBA6D", "signals": [{"quote": "they will cave on the longer thing but they're going to Cave when it's too late", "stance": "bearish", "confidence": 0 | observed | artifact ↗ | 2011-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YK8FA6M4448K3TF0PXP6F2", "signals": [{"quote": "Twitter has reduced blog posts down to phrases and most people are stupid and shouldn't write and they're bad writers" | observed | artifact ↗ | 2011-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKRDBG47JC433NCZ5JZ3X6", "signals": [{"quote": "I just think at 3.7 or whatever the valuation is they're talking about right now we're talking about funny money and i | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKRDBG47JC433NCZ5JZ3X6", "signals": [{"quote": "the valuation is just too rich and you know i love the service i use this service i haven't gone to google+ I'm Twitte | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKRDBG47JC433NCZ5JZ3X6", "signals": [{"quote": "I am almost going to guarantee right now that apple buys this company Apple will buy Twitter Wow I guarantee it they h | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKRDBG47JC433NCZ5JZ3X6", "signals": [{"quote": "my twitter usage has been cut by two-thirds I get more people clicking through I have a hundred and thousand followers | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKRDBG47JC433NCZ5JZ3X6", "signals": [{"quote": "funding from kleiner perkins back in december back then they took 200 million and were valued at 3.7 billion the new f | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKRDBG47JC433NCZ5JZ3X6", "signals": [{"quote": "if they only have 200 million in total revenue if they had a miraculous 4420 forty percent margin you would be a way y | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKRDBG47JC433NCZ5JZ3X6", "signals": [{"quote": "it seems to have a an assumption that something figured out already that isn't necessarily", "stance": "bearish", "con | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKRDBG47JC433NCZ5JZ3X6", "signals": [{"quote": "we've been hearing about the Twitter business suite for years now yeah and where is that I mean that's in the handful | observed | artifact ↗ | 2011-07-23 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMMHMRR4XVEW3C7DG44NFJ", "signals": [{"quote": "I felt it was important yeah and and you know Brad and I flew out we they never came to New York right never and that | observed | artifact ↗ | 2011-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMMHMRR4XVEW3C7DG44NFJ", "signals": [{"quote": "I think that they liked what we had to say about the goto Market strategy what we basically said is just just don't do | observed | artifact ↗ | 2011-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMMHMRR4XVEW3C7DG44NFJ", "signals": [{"quote": "I think there were a few moments where I was involved but largely I think Twitter happened um the way the founders wan | observed | artifact ↗ | 2011-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMMHMRR4XVEW3C7DG44NFJ", "signals": [{"quote": "the great thing about Twitter was it was already working before as a company right right you know it it started to suc | observed | artifact ↗ | 2011-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMMHMRR4XVEW3C7DG44NFJ", "signals": [{"quote": "if you look at some of our uh uh most successful companies Twitter and Tumblr uh would be two that I would point to Et | observed | artifact ↗ | 2011-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMMHMRR4XVEW3C7DG44NFJ", "signals": [{"quote": "I saw Twitter come along I said well everybody can tweet cuz it's just a headline it just felt to me like it was a Blo | observed | artifact ↗ | 2011-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMMHMRR4XVEW3C7DG44NFJ", "signals": [{"quote": "we still like these companies right you want to keep up your ownership percentage so we needed a vehicle that had no r | observed | artifact ↗ | 2011-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMMHMRR4XVEW3C7DG44NFJ", "signals": [{"quote": "I think Kleiner bought a whole bunch of Twitter right", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_ | observed | artifact ↗ | 2011-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNE7NBSH7F7DS26WQ9N4CC", "signals": [{"quote": "generally if you look at them there'll be like a series of 10 tweets they'll retweet random people like you right and | observed | artifact ↗ | 2011-06-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNE7NBSH7F7DS26WQ9N4CC", "signals": [{"quote": "in Indonesia they use Twitter differently than us they use it much more like a chat platform right and it seems spammy | observed | artifact ↗ | 2011-06-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNE7NBSH7F7DS26WQ9N4CC", "signals": [{"quote": "I was at Twitter yeah at lunch and some senior Executives yes were arguing with some these were sea level Engineers ar | observed | artifact ↗ | 2011-06-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNE7NBSH7F7DS26WQ9N4CC", "signals": [{"quote": "imagine Twitter puts a score out and you know it's only going to include Twitter well not going to include all the oth | observed | artifact ↗ | 2011-06-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQSZCQM20V301RJEBTVRS2", "signals": [{"quote": "each of our products have twitter handles we publish into so it's a very deep inner related web now between the big pr | observed | artifact ↗ | 2011-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQSZCQM20V301RJEBTVRS2", "signals": [{"quote": "they're getting bigger and bigger and bigger now when you're competing again with a Yahoo home page that's you know th | observed | artifact ↗ | 2011-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRBG150XAFSEHNTQ6RWJNJ", "signals": [{"quote": "Twitter and you know uh Google would never operate and do that kind of stuff", "stance": "neutral", "confidence": 0.7, | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YS15C5XRBMVR0HS2HJSX0K", "signals": [{"quote": "I'm nervous... Twitter HQ because they have not taken a lot of steps uh in favor of power users", "stance": "bearish", | observed | artifact ↗ | 2011-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YS15C5XRBMVR0HS2HJSX0K", "signals": [{"quote": "if they dumb it down they really run a risk because they lose their power users right the problem that Twitter's had i | observed | artifact ↗ | 2011-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YS15C5XRBMVR0HS2HJSX0K", "signals": [{"quote": "you got a new CEO he's got to make a dent right I'm sure his investors are saying hey show us where the money show us | observed | artifact ↗ | 2011-05-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "we disclose on every post that goes out as long as you're getting paid for clicks from it or we disclose if you're lik | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "Twitter has no follow on everything", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "I think it depends on the velocity of your Twitter stream in the beginning we were like an average user right uh and a | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "one is we are we have some really good quality advertisers and then we have our self- serve from which we get advertis | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "stuff like Justin Bieber or Selena Gomez or like you know the ultimate kissing quiz as you see they really really popu | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "I think what you're saying is if we had every brand and every product in our system and you could then choose anything | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "Twitter to me is more of a publishing platform right now", "stance": "neutral", "confidence": 1, "signal_class": "asse | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "it makes like very little sense for Twitter to do this and like antagonize all these people", "stance": "bearish", "co | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "it seems like what Twitter should be doing is encouraging this or doing this themselves", "stance": "bullish", "confid | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "I think I think that's something they should definitely do", "stance": "bullish", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "my sense of this is Twitter has like about 10 different monetization ideas", "stance": "neutral", "confidence": 0.8, " | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "if I were a PM or even like dick Costello I would be like making Twitter much bigger than it is today right because th | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "they need to focus a lot more on their growth why you bit about monetization but monetization will come", "stance": "b | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT8MNASKE25JKP8KS0Q8GR", "signals": [{"quote": "they're already a multi-billion dollar company if they you know if they have like 30% of the you know people who are o | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVDTK1DWM34RMASQ3K8A7A", "signals": [{"quote": "maybe Twitter if you can consider a social network which really Twitter is more publishing platform than social networ | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVDTK1DWM34RMASQ3K8A7A", "signals": [{"quote": "Twitter had the same problem which is why they created the suggested user list that's exactly right but people forget | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVDTK1DWM34RMASQ3K8A7A", "signals": [{"quote": "I used to get in heated arguments with people in restaurants and be told to hush hush hush because I was like no this | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVDTK1DWM34RMASQ3K8A7A", "signals": [{"quote": "like it it turns out it was the it was the success of it doing a new schema for Connecting People which is what this i | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVDTK1DWM34RMASQ3K8A7A", "signals": [{"quote": "we love their concepts of an open network we're going to be a great developer on Twitter", "stance": "bullish", "confi | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVDTK1DWM34RMASQ3K8A7A", "signals": [{"quote": "we were envious Beyond Comprehension we were we were just amazed how technology could provide social change", "stance" | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVDTK1DWM34RMASQ3K8A7A", "signals": [{"quote": "onethird of Twitter's traffic comes from photos", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim" | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVDTK1DWM34RMASQ3K8A7A", "signals": [{"quote": "another third from social gaming", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVDTK1DWM34RMASQ3K8A7A", "signals": [{"quote": "we're miles away being able to provide any type of social impact the way that the Twitter and Facebook has but do we a | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVVCR7S3S53AG0EGAMD7KV", "signals": [{"quote": "my concern is that as companies figure out what I'm talking about here and realize people really do win when they star | observed | artifact ↗ | 2011-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVVCR7S3S53AG0EGAMD7KV", "signals": [{"quote": "I'm actually not so fascinated about how you get treated... I'm curious about when it trickles down the mountain and w | observed | artifact ↗ | 2011-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YWPS52SEEHEQ64ESJSWE8S", "signals": [{"quote": "I think that's been an issue for Facebook in the past and for Twitter right now is you know figuring out what's the co | observed | artifact ↗ | 2011-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXCJGZXHCB060RGWXG0EAN", "signals": [{"quote": "I've been tracking it I am incredibly impressed uh for if this is a minim minimum viable product for you um I I see yo | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXCJGZXHCB060RGWXG0EAN", "signals": [{"quote": "don't sell to Facebook go along I know they're going to try to buy you guys", "stance": "bullish", "confidence": 0.7, | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXCJGZXHCB060RGWXG0EAN", "signals": [{"quote": "the truth is anybody who has a Content site who looks at their log files sees that of their search traffic it's more l | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXCJGZXHCB060RGWXG0EAN", "signals": [{"quote": "I think Google should just give them $100 million now and own 10% and let them just do their thing", "stance": "bullis | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYGCD4HMVVJBE9725ZVR8R", "signals": [{"quote": "$3.7 billion twit Twitter the last Facebook auction people it didn't hit the numbers and it went down", "stance": "neu | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYGCD4HMVVJBE9725ZVR8R", "signals": [{"quote": "there's a social Revolution happening and I'm just figuring out that this is real and it ain't going away and Twitter' | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYGCD4HMVVJBE9725ZVR8R", "signals": [{"quote": "they have several Billion Dollar Plus companies in their portfolio hey Tumblr Twitter and Etsy", "stance": "bullish", | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ0W0QQ4CTM8XGSSN5NCPA", "signals": [{"quote": "Twitter is particularly bad at having you know like a group conversation because people there's always like people lik | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ0W0QQ4CTM8XGSSN5NCPA", "signals": [{"quote": "Twitter had to add on at replies we didn't originally come with Twitter right so they added ones and retweeting becaus | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ0W0QQ4CTM8XGSSN5NCPA", "signals": [{"quote": "Twitter is the 10 people have built twitters over the weekend she built a a much more sophisticated Twitter", "stance" | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ80Z0HBFJS1F7131C5X1R", "signals": [{"quote": "and the same thing with Twitter and I thought that was a stupid idea too I'm I'm just I'm an idiot now I'm just going | observed | artifact ↗ | 2011-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ80Z0HBFJS1F7131C5X1R", "signals": [{"quote": "we don't really care about that traffic to discuss that right", "stance": "neutral", "confidence": 0.6, "signal_class" | observed | artifact ↗ | 2011-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ80Z0HBFJS1F7131C5X1R", "signals": [{"quote": "we think there are very good potential Revenue students for us that we're not going to do now because we don't have 10 | observed | artifact ↗ | 2011-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ80Z0HBFJS1F7131C5X1R", "signals": [{"quote": "if we launch ads in the middle of that it may not we may not have that sort of penetration to make it work long term", | observed | artifact ↗ | 2011-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ80Z0HBFJS1F7131C5X1R", "signals": [{"quote": "we're not super concerned with that but we're actually very excited about the fact that them entering our Market could | observed | artifact ↗ | 2011-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ80Z0HBFJS1F7131C5X1R", "signals": [{"quote": "I don't think we're going to sell until we reach the point where we're very happy with how disuss becomes a Internet B | observed | artifact ↗ | 2011-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ80Z0HBFJS1F7131C5X1R", "signals": [{"quote": "with Facebook in the picture I think that our responsibility is building the best product and we know that we can do t | observed | artifact ↗ | 2011-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZAVAPQ5G2EZYETW3PDSC9", "signals": [{"quote": "and the same thing with Twitter and I thought that was a stupid idea too", "stance": "bearish", "confidence": 1, "sign | observed | artifact ↗ | 2011-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZAVAPQ5G2EZYETW3PDSC9", "signals": [{"quote": "they knocked off Twitter did about 80% of the job in my estimation", "stance": "neutral", "confidence": 1, "signal_cla | observed | artifact ↗ | 2011-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZAVAPQ5G2EZYETW3PDSC9", "signals": [{"quote": "get to scale and then figure out the business model that's what he's doing with Twitter Etc", "stance": "neutral", "co | observed | artifact ↗ | 2011-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZAVAPQ5G2EZYETW3PDSC9", "signals": [{"quote": "Facebook's interest is in Facebook they build a kickass social network but they're they're users are the users that go | observed | artifact ↗ | 2011-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZC20Y4XE18GST5XKBRVJR", "signals": [{"quote": "I think it's a really cool way to bring on employees and I think a lot of other companies could take a queue from Twit | observed | artifact ↗ | 2011-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZSEKS2QDEZKBWQ2VZNWM2", "signals": [{"quote": "this is why twitter came out with their own native applications and had them automatically put on everybody's phones h | observed | artifact ↗ | 2011-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0N3CCMHTHW8T7MCKT6F3G", "signals": [{"quote": "you know what's interesting about that is um you know and it comes back to the question you asked me earlier about wha | observed | artifact ↗ | 2011-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0N3CCMHTHW8T7MCKT6F3G", "signals": [{"quote": "if you look at Twitter investment if you had invested at a hundred million50 million or $200 million valuation it does | observed | artifact ↗ | 2011-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0N3CCMHTHW8T7MCKT6F3G", "signals": [{"quote": "the one thing that kept coming up over and over again which I think is really instructive is like this is one of those | observed | artifact ↗ | 2011-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0N3CCMHTHW8T7MCKT6F3G", "signals": [{"quote": "Twitter is it is very different than Facebook in that I think it really is like it's really a media platform distribut | observed | artifact ↗ | 2011-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0N3CCMHTHW8T7MCKT6F3G", "signals": [{"quote": "that is why it is the ultimate media broadcast and democratization platform because it allows the the author of conten | observed | artifact ↗ | 2011-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1F3YWCQM4CSW1D7QY5S9F", "signals": [{"quote": "the individual players and big social players are likely to have their own executions implementations of that themselv | observed | artifact ↗ | 2011-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1VHNA1NXY8428YRJKB104", "signals": [{"quote": "hashtags don't matter all that much and they matter less as time goes on because people are seemingly moving towards j | observed | artifact ↗ | 2011-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1VHNA1NXY8428YRJKB104", "signals": [{"quote": "automatic takeout candidate by Twitter like the same way they Che out sem eyes and at some point they should take out | observed | artifact ↗ | 2011-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1VHNA1NXY8428YRJKB104", "signals": [{"quote": "Frank continued success the product is very well built I'm going to look forward to playing with it", "stance": "bulli | observed | artifact ↗ | 2011-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1ZMJ2HCFFGR7ZX4GVY47N", "signals": [{"quote": "it takes many more people and much more money to build something at the scale of Twitter or Facebook or LinkedIn ... b | observed | artifact ↗ | 2010-12-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1ZMJ2HCFFGR7ZX4GVY47N", "signals": [{"quote": "what is it about Twitter that changed the world it was the Simplicity of it not the [ __ ] 60 people they have now uh | observed | artifact ↗ | 2010-12-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2A9Y3Q9EQN79XSA814Q4W", "signals": [{"quote": "twitter came out of that and so the key is to know when you strike gold to focus and double down", "stance": "neutral" | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2A9Y3Q9EQN79XSA814Q4W", "signals": [{"quote": "twitter with the first design of twitter looked like it was designed by you know a 14 year old", "stance": "neutral", | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3M9FEHJSYBCMKZSTDWEDR", "signals": [{"quote": "twitter maybe not so much they haven't been spending as much time on uh um you know making money but i'm i'm guessing | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4VH95587V1PS5SKECM4MG", "signals": [{"quote": "Twitter it's easy to make fake accounts", "stance": "bearish", "confidence": 0.7, "signal_class": "criticism", "speake | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5ETNVKQBVCFRC6JCX4CDA", "signals": [{"quote": "there are investments in Twitter's and Twitter like social networking sites uh that are running up values very very qu | observed | artifact ↗ | 2010-12-08 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9ZTNZH5ZA30S4SC2YJ5MK", "signals": [{"quote": "I saw this happened with Twitter as well because I know some people only inside of Twitter I won go to exact details b | observed | artifact ↗ | 2010-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZED542HPVMNE85S8QP0FQD", "signals": [{"quote": "maybe not twitter they had a lot of third-party stuff but getting a presence on the iphone really really quick", "stan | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZED542HPVMNE85S8QP0FQD", "signals": [{"quote": "i think that the new twitter app is actually really nice i mean that's i i like twitter and i think uh they found like | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGJC2AD4J1K194WHKAEG5P", "signals": [{"quote": "Twitter is turning out to be Twitter's just a it's an anomaly but it's pretty cool", "stance": "bullish", "confidence" | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGJC2AD4J1K194WHKAEG5P", "signals": [{"quote": "Twitter's the biggest thing", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_name": "Sco | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGJC2AD4J1K194WHKAEG5P", "signals": [{"quote": "Twitter's the soup du jour right now too A lot of people are jumping on Twitter that are um they're never gonna come b | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGJC2AD4J1K194WHKAEG5P", "signals": [{"quote": "the people who add me on Twitter are getting a personal response from Me ... that's what sets me apart from a lot of t | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGZQDY1D2SR21TVZ6XB299", "signals": [{"quote": "Twitter in some cases will but it really kind of comes down to this well who do you know at the company kind of thing | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGZQDY1D2SR21TVZ6XB299", "signals": [{"quote": "obviously Twitter's a big one everyone's infatuated with it", "stance": "neutral", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGZQDY1D2SR21TVZ6XB299", "signals": [{"quote": "I have not used that because I think lists are dumb but it's okay", "stance": "bearish", "confidence": 1, "signal_clas | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGZQDY1D2SR21TVZ6XB299", "signals": [{"quote": "I know Twitter list in general may be not so much but looking at the list they've curated and following a lot of those | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGZQDY1D2SR21TVZ6XB299", "signals": [{"quote": "get smart about it and use these tools that Twitter offers", "stance": "bullish", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGZQDY1D2SR21TVZ6XB299", "signals": [{"quote": "the widgets I think are good", "stance": "bullish", "confidence": 1, "signal_class": "endorsement", "speaker_name": "A | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGZQDY1D2SR21TVZ6XB299", "signals": [{"quote": "this is their new Twitter button essentially what it does is when you want people to retweet your content you have the | observed | artifact ↗ | 2010-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHJNFHVERZD8K8CHJ8FBCJ", "signals": [{"quote": "because we had Facebook and Twitter login actually just didn't work as well as yours does it seems like yours has more | observed | artifact ↗ | 2010-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHJNFHVERZD8K8CHJ8FBCJ", "signals": [{"quote": "everybody logs in with Facebook credentials now Facebook has information on how people are using our site it's very uh | observed | artifact ↗ | 2010-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "Twitter is about news", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment", "speaker_name": "Alex Is | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "I'd like to think that we're probably um you know at this point bigger than uh these other services", "stance": "bulli | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "on one hand you know you can't ignore something like Facebook because it's Giant on the other hand you can't spend you | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "the app is so popular and uh I think something close to like 60,000 users have it installed in about like a I want to | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "80% of all the ratings are still occurring on the website and U about um about 70% of all check-ins are coming from th | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "we are in conversations for some really exciting deals in music um we already also have all major book publishers on b | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "mostly it's uh mostly typical deals are co-promotion at this point", "stance": "neutral", "confidence": 0.7, "signal_c | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "Twitter released or uh basically took over the Tweet button from tweet meme they uh had basically sealed up a deal wit | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "there's 750 million impressions um that they were doing a day", "stance": "neutral", "confidence": 0.8, "signal_class" | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "Twitter before they were doing so much and they're having scale issues and all these other things they looked to The I | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "I'm glad that they made a deal with tweet meme um Nick won't let me won't write back to me but I'm assuming that money | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "at least what they've done now is they've partnered with the they've done a deal with them they didn't just like you k | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "my favorite thing is the who to follow I got to say that is great for Publishers yeah it's great because I mean essent | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "what happened today though it it went down and it Bas basically the code or something was causing problems on sites it | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "good for Twitter I've actually put it on all my sites and despite the logo uh it's no good", "stance": "mixed", "confi | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "they're really trying to juice up your relevant followers and this is another tool for that", "stance": "neutral", "co | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK7NAJVS9KR855ENH9BCS4", "signals": [{"quote": "I cannot tell you how much I love this because this is one of my favorite features on Facebook it is nice because it i | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM58YPY38ZDK01K7GG2CA8", "signals": [{"quote": "I think Sean Parker probably explained to him if you're getting a hundred million do offer now you're going to get a b | observed | artifact ↗ | 2010-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM58YPY38ZDK01K7GG2CA8", "signals": [{"quote": "he's into it because he wants to be Bill Gates he wants to be important he wants to like we all do and he uh wants to | observed | artifact ↗ | 2010-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM58YPY38ZDK01K7GG2CA8", "signals": [{"quote": "Twitter started getting hot", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_name": "Kur | observed | artifact ↗ | 2010-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM58YPY38ZDK01K7GG2CA8", "signals": [{"quote": "I think personally I think it's not a trivial problem there's a couple uh you know interesting computer science proble | observed | artifact ↗ | 2010-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM58YPY38ZDK01K7GG2CA8", "signals": [{"quote": "so you know it's not uh you know John Doe in his garage building this website I don't think it could happen overnight | observed | artifact ↗ | 2010-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMCVAX9RK8MMBKPPHV69CK", "signals": [{"quote": "Right now, of course, the three major ones, Twitter, Facebook, and MySpace, are going to help you regardless. Yeah. Yo | observed | artifact ↗ | 2010-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN9EXMJQMCY231M31HDPWQ", "signals": [{"quote": "twitter is now starting to roll out videos and photos in the stream so instead of having to click through you'll just | observed | artifact ↗ | 2010-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN9EXMJQMCY231M31HDPWQ", "signals": [{"quote": "i think it's a big deal the thing though if you have to add on anything or add an extension like you're always going t | observed | artifact ↗ | 2010-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "it's interesting you look at something like Twitter y explosive growth right now y it's the biggest story in Tech and | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "their traffic went like this for two years and then like that in year three or something to that effect because and th | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "the reason why Twitter's growth is so phenomenal is because they had this open data system", "stance": "bullish", "con | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "they are not just one company they are 11,000 companies building on this incredible open data", "stance": "bullish", " | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "I think long term Twitter might be the bigger play", "stance": "bullish", "confidence": 1, "signal_class": "prediction | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "we didn't necessarily predict how big Twitter was going to get", "stance": "neutral", "confidence": 1, "signal_class": | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "search.twitter.com is great but if you want somebody to take out the tweets and just put the tweets second to the link | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "the difference between Twitter and Facebook is they're open API right so you can't get this data of Facebook without w | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "I think the current status of the TR API is actually very good right given what we can get out of it", "stance": "bull | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "we consider ourselves probably the best best in in the business in terms of getting the data out of the Twitter API", | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQEM7WDQ6Y92KEY555W5H5", "signals": [{"quote": "the growth is so phenomenal", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "speaker_name": "K | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQJ0AY7WJNBPPVTR079J7R", "signals": [{"quote": "Twitter is down frequently right you look at the scale and and and speed of these developments", "stance": "bearish", | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQJ0AY7WJNBPPVTR079J7R", "signals": [{"quote": "Twitter's going to go through it and there's going to be other contenders", "stance": "bearish", "confidence": 0.7, "s | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQJ0AY7WJNBPPVTR079J7R", "signals": [{"quote": "this year we're just beginning to see what Twitter spam looks like", "stance": "bearish", "confidence": 0.5, "signal_c | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRA91GFB4GCKZNVJCVGKRR", "signals": [{"quote": "they were uh awfully strong in there in their posts where they were threatening lawsuits with us but that uh it was ne | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRECB4JFWWJNQ853KCFQEA", "signals": [{"quote": "I mean unless you're Twitter and you can just go on forever without very large amount of money in the bank and you kno | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRECB4JFWWJNQ853KCFQEA", "signals": [{"quote": "I think it does have something sustainable it's a communication medium", "stance": "bullish", "confidence": 0.7, "sign | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRECB4JFWWJNQ853KCFQEA", "signals": [{"quote": "it could become easily a default platform if they were able to get it to the people who are in a in a different place | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRECB4JFWWJNQ853KCFQEA", "signals": [{"quote": "you can take a long approach like Twitter has taken", "stance": "bullish", "confidence": 1, "signal_class": "assessmen | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRECB4JFWWJNQ853KCFQEA", "signals": [{"quote": "if YouTube or Facebook or Twitter wanted to maximize Revenue they could put up trailers and roadblocks and instantly h | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSMJFBT3027WT7Z9F36PWW", "signals": [{"quote": "it's actually Twitter's model for how they're going to make money", "stance": "neutral", "confidence": 1, "signal_clas | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT7DFCB7P0HJY4J070H90J", "signals": [{"quote": "we just signed up you know we use aws um we're all you know cloud-based and uh we went from you know when we had our f | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT7DFCB7P0HJY4J070H90J", "signals": [{"quote": "we have 40 terabytes of data under management now 40. we have uh probably like 30 ec2 machines running now and it's um | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT7DFCB7P0HJY4J070H90J", "signals": [{"quote": "i just like the fact that cloud computing made back backup of you know possible in the first place yeah you know that | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT7DFCB7P0HJY4J070H90J", "signals": [{"quote": "i think most of the future launches you're going to see are going to be targeted towards um you know smes and small me | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT7DFCB7P0HJY4J070H90J", "signals": [{"quote": "i i think it will actually help the move to staff to have an independent third party backup of these various tools", " | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT7DFCB7P0HJY4J070H90J", "signals": [{"quote": "abi research says that cloud-based consumer backup revenue is expected to increase five-fold by 2015. 2015. so the nex | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTAMTZSQJ8GBTVB60NTFBX", "signals": [{"quote": "spark Capital invested in Twitter MH very early yeah it was uh the B round of Twitter B round yeah after USV did the F | observed | artifact ↗ | 2010-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTBEY4BKJHRDQ10CM9VHKF", "signals": [{"quote": "spark capital invested in Twitter very early yeah it was the people on the Twitter be wrong not technically a USB did | observed | artifact ↗ | 2010-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTGDF1BV3TKB860ZAYFRF4", "signals": [{"quote": "my guess is that it will help but I don't think it's a game changer in the sense that it will be the deciding below th | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVSMRZAVJNER2DQ2KKP9PV", "signals": [{"quote": "there's a certain point where you need to have your own Hardware like Mark said earlier you know the person who can ac | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWTK8E6JMK9YCZKY9CFRYQ", "signals": [{"quote": "I think the deal of the week this week is really tweet up and the reason I think it's super interesting ... I view thi | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWTK8E6JMK9YCZKY9CFRYQ", "signals": [{"quote": "I think what he's really building is AdSense for people right so it's really people sense is what I I think he's build | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWTK8E6JMK9YCZKY9CFRYQ", "signals": [{"quote": "I would never bet against Bill gross nor would I bet against people like Danny Rymer who had index as you know fantast | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
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