Tag: Twitter

We Predicted Elon Musk’s Behavior

We Predicted Elon Musk’s Behavior

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

Snowflake & Salesforce: Outlooks & Leadership

Snowflake & Salesforce: Outlooks & Leadership

It is a joke that we are in December and Snowflake (SNOW) did not publish a FY 2024/calendar year 2023 outlook: https://investors.snowflake.com/events-and-presentations/default.aspx SNOW remains overvalued at about 15x calendar 2023 Revenue (assumes CY'23 Revenue of $3 billion). That will change next year. It is not surprising that Bret Taylor is no longer Salesforce (CRM), Co-CEO … Continue reading Snowflake & Salesforce: Outlooks & Leadership

VC Culture Ruins Companies

VC Culture Ruins Companies

The grow-at-all-costs venture capital culture of the past 20-plus years ruins companies. How? Far too much focus is placed on revenue growth at the expense of sound operations and profitability. Too many venture-backed companies grow at a pace that far outstrips those companies' ability to scale operations in a manner that supports growth. The result … Continue reading VC Culture Ruins Companies

We Told You Ad Revs Would Come In Soft

We Told You Ad Revs Would Come In Soft

Ad Revenue models are predicated upon the type of discretionary spend that gets hit during economic soft patches. Twitter missed earlier today (the proposed Musk transaction and macro softness were the primary contributors in our view). SNAP also came in weak and pulled guidance. As we wrote earlier this month, Ad Revs, Consulting Revs and … Continue reading We Told You Ad Revs Would Come In Soft

Twitter Is Lying Through Its Teeth

Twitter Is Lying Through Its Teeth

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

Facebook and The Blockchain

Facebook and The Blockchain

Here is our follow-up to our recent article Facebook Will Be Next. We have stated on a number of occasions that social media companies such as Meta/Facebook and Twitter overstate the number of active users given that the active user metric is a self-reported figure and given that no outside firm has the ability to … Continue reading Facebook and The Blockchain