Analyst Questions Twitter's Ability to Attract Users

The video discusses Twitter's current focus on existing users and its lack of strategy for attracting new users. The management, led by Jack Dorsey, is critiqued for not addressing key issues like user acquisition and advertiser engagement. The role of the board in tech companies is analyzed, highlighting the influence of founders and VCs. The video concludes with an evaluation of Twitter's stock, suggesting a $14 target and questioning potential acquisitions.

What are the two areas where Twitter is performing well according to the speaker?

• Frequency of visit and duration of visit

• Attracting new users and increasing ad rates

• Improving user experience and increasing ad rates

• Convincing advertisers and attracting new users

What is the main criticism of Jack Dorsey's leadership in the transcript?

• He is too aggressive in expanding Twitter's features.

• He lacks introspection and fails to see growth issues.

• He prioritizes advertisers over users.

• He focuses too much on attracting new users.

According to the speaker, why is media coverage of high-profile tweets not effective in attracting new users?

• It only attracts international users.

• It does not translate into increased user engagement.

• It causes existing users to leave the platform.

• It leads to a decrease in ad rates.

What is the speaker's opinion on the relevance of boards in tech companies?

• They are largely irrelevant and handpicked by VCs.

• They focus too much on financial performance.

• They are crucial for strategic decisions.

• They are responsible for attracting new users.

Why does the speaker believe Twitter is not a good strategic fit for most companies?

• It is too focused on international markets.

• It has a declining user base.

• It lacks a clear vision and narrative.

• It does not align with most business models.