Is this predicated on analysis, or is it more gut feeling and Elon's past performance? I ask because I don't see a path to profitability for Twitter, and would love to know what I am missing.
For better targeted ads you must have advertisers. Musk has done an excellent job of chasing most if not all of them away within two weeks of taking over the company.
1. When I go on vacation I see ads in a language I don't understand
2. When I sign up for a service like Disney Plus I still see ads for that service
3. When I sign into a real estate website and mark some houses as 'favourite', that website doesn't show me ads on Twitter for similar houses
4. When I put an item in an online shopping cart and leave it there for a few days, I don't see any Twitter ads suggesting I complete the purchase
5. I live in an inner-city area, but for some reason Twitter shows me ads for combine harvesters and Starlink