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by dehrmann
1326 days ago
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Make take on Twitter for the last 5+ years is that it grew into its potential, it has value as-is, but there isn't a growth or monetization story beyond what it already has. The private equity downsize strategy is probably right--you have to get it into a leaner state to start printing money--but the execution is poor, and Musk can too easily fiddle with the wrong knob and drive away uses a la Tumblr. |
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