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I think you're okay...Twitter reportedly didn't get acquired almost solely because of the abuse problem the buyer would inherit (e.g., Disney), and they now sho
by firebones 10y ago
I think you're okay...Twitter reportedly didn't get acquired almost solely because of the abuse problem the buyer would inherit (e.g., Disney), and they now should have a crystal clear valuation for how much failing to address the abuse has cost. (Approximation: it is somewhere between $6B and $20B of added market cap.)
They haven't addressed abuse in the past because the market has stupidly hitched their stock price to MAUs, which I think has caused them to take their eye off the ball and prioritize that metric over all else. Address abuse, and risk lower MAUs.
So if they've finally decided that sacrificing MAUs in the short term is worth it (focusing instead on revenue, cost control, and cleaning up the toxic abuse), they may be able to finally realize some of that discounted value.
It sounds like it could be a great opportunity at helping Twitter unleash some of that discounted value. Not the sole reason that the value will be reflected in the future market price, but a very important factor that at least gives them an option to sell out later at a good valuation if the growth in earnings is slower than expected and they feel the need to test the waters again.
Worst case, it's 100% focus on stemming abuse, they clean it up in a year, and you're working for Disney, Microsoft, Google, Amazon or some other acquirer.