Operating at the Intersection of Technology and the Capital Markets
Tag: Elon Musk
Elon Musk and Mark Zuckerberg have negotiated a bunch with the UFC over the past couple of months as it relates to their potential MMA contest. Per Musk, it appears that the UFC has been boxed out of the promotion as Musk and Zuckerberg will go direct to the people via Twitter/X and Facebook/Meta Platforms. … Continue reading Elon Musk vs. Mark Zuckerberg Appears To Be On
The biggest fight in combat sports history (if it happens) would be Mark "ballot box stuffer" Zuckerberg vs. Elon "the Doge" Musk. UFC President (UFC is a unit of Endeavor, EDR), Dana White wishes to promote the potential MMA contest. Zuck and Musk have traded barbs regarding a potential contest for days. Meta is (or … Continue reading Musk vs. Zuck
Elon Musk's Twitter announced a new CEO and Larry Fink's BlackRock (tkr: BLK), is working to identify Fink's replacement. So long as Messrs. Musk and Fink are involved with Twitter and BlackRock respectively, they will be setting strategy and keeping their finger on the pulse if not involved with the day-to-day minutiae. Musk named NBCUniversal's … Continue reading Twitter & BlackRock: Change In Name Only
Given the recent Elon Musk drama I point you to our Musk-related articles which include our CEORater CEO Personality Analytics work. In short, Musk is a volatile personality. The Tesla / Twitter drama was all too predictable. CEOs Matter: Elon Musk. GM’s Mary Barra vs. Tesla’s Elon Musk – A CEO Personality Comparison Elon Musk … Continue reading We Predicted Elon Musk’s Behavior
I wonder what the Tesla/Elon Musk bulls are thinking now that TSLA shares are significantly off and Musk is distracted by Twitter? Musk is an erratic, volatile personality and getting distracted easily is what such personalities do. We warned you that Musk was not the world's greatest corporate chief (articles below), and certainly not the … Continue reading CEOs Matter: Elon Musk.
VW CEO Herbert Diess will step down. This news is hardly a surprise as legacy Auto OEMs struggle to transition to the EV world. The transition to EVs is difficult for legacy Auto OEMs from a financial, cultural and operational execution standpoint. Tesla (ticker: TSLA), capitalized on the first mover advantage to capture the market-leading … Continue reading When Incumbents Try To Disrupt an Industry
The September quarter will also likely suffer as a result of the proposed Musk acquisition litigation. Here are the June quarter results: click HEREHere is our Twitter (ticker: TWTR), note from earlier this week: Twitter Is A Dumpster Fire
I have never witnessed a Technology company that so obviously lacks Product Market Fit ("PMF"), choose to ignore this existential weakness and instead focus on M&A litigation. Twitter (ticker: TWTR), has its priorities out of order. Perhaps it is because Twitter knows that it lacks PMF and the culture to solve the problem that it … Continue reading Twitter Is A Dumpster Fire
Twitter (TWTR), is not willing to be more forthcoming in its M&A due diligence process with Elon Musk because the company knows it has a Bot problem. Twitter knows that a 20-40% Bot problem will result in a similar haircut by Mr. Musk to the deal's total purchase consideration. Twitter CEO Parag Agrawal is spinning … Continue reading Twitter Is Lying Through Its Teeth
We have long questioned the integrity of the reported user metrics disclosed by Twitter (TWTR) and Facebook (FB), as it relates to the number of fake user accounts in a given reporting period (See our recent article Elon Musk Does Perform Due Diligence). A recent Twitter study by SparkToro and Followerwonk claim that 19% of … Continue reading Facebook Will Be Next
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