Released February 2nd, 2022
Compound248 - Twitter: Towing the Clown Car out of the Goldmine
@Compound248 is an anonymous professional investor. We cover Twitter's history, why it's delivered negative returns since IPO, and why there are reasons to be optimistic about the platform going forwards.
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Read our research on Twitter's history, business model, and competitive positioning.
Ben Thompson - Platforms, Ecosystems, and Aggregators
Ben Thompson is the author of Stratechery, a business strategy newsletter. We cover his concept of aggregation theory, the evolution of the internet era, and how other tech trends have changed the business world for good.
Turner Novak - The Past, Present, and Future of Consumer Social Companies
Turner Novak is a partner at Gelt VC. We cover the past, present, and future of consumer social companies, deep dive in to what makes TikTok different from other social media companies, and Pinduoduo's business model that grew them from $0 to $4 billion in revenue in 5 years.
Episode 1: Jack Dorsey
Founder & Former CEO of Twitter Jack Dorsey describes his career journey and shares his thoughts on artificial intelligence.
How Twitter is building its future, with Kayvon Beykpour
Twitter's Head of Consumer Product discusses refocusing the team on growth, and outlines the timeline for the success of different projects.
Ned Segal on embracing and embodying purpose
Ned, Twitter CFO, speaks about leading teams, creating an environment for constructive conversations, and advice for finance leaders.
Twitter Has a New CEO; What About a New Business Model?
A look at Twitter’s advertising problem, and why its moat hasn’t necessarily translated into revenue.
How Twitter Got Its Groove Back
Learn how Twitter is trying to bounce back through user growth, an improved ads product, the launch of Spaces, and acquisition of Revue.
"Dear Parag and Ned" - An Open Letter to Twitter Leadership
Read Compound248's thoughts on the future of Twitter.
Hatching Twitter: A True Story of Money, Power, Friendship, and Betrayal
The dramatic story of the founding of Twitter, its journey, and the power struggles within.