[jackgavigan]

I can't see this working out. Dorsey probably is the best candidate for CEO of Twitter, and I think there are some very low-hanging fruit to pick when it comes to solving Twitter's product issues (I disagree with Startup L Jackson - Twitter's product is not fucking fine). The market reaction has been positive - TWTR opened up 3.15% just now.

However, Square is a different story altogether. Square Wallet was a damp squib, and Square's facing competition both from established players like Intuit and more recent entrants to the market, like iZettle. Leading Square and bringing it to market seems like a full-time job to me, and I wouldn't be surprised if it's IPO valuation takes a hit because it lacks a full-time CEO.

[ryandetzel]

I have friends at Square and they seem to think it's great. From what they've said the last few months have been better for them as well with Jack as interim CEO of Twitter. Maybe he needs this to be really driven? Time will tell but I think you're right, it won't hurt Twitter as much as it might hurt Square.

[jackgavigan]

> From what they've said the last few months have been better for them as well with Jack as interim CEO of Twitter.

That reads like they think it's good that he's not spending as much time focusing on Square! :-)

[sulam]

TWTR the stock was down when the news leaked last week, and has gradually regained that ground. In general, though, I've lost 30% of the value of my Twitter stock since Jack's first earnings call. It will take a lot of up days to recover those losses.