Twitter is Expensive Relative to Better Ideas, Analyst Says

The transcript discusses the challenges Twitter faces in cleaning up its platform and spending on improvements compared to Facebook. It highlights financial metrics, showing Twitter's high trading value relative to its earnings. The discussion also covers Twitter's focus on core competencies and the potential limitations in growth due to a lack of diversification. Leadership under Jack Dorsey is evaluated, questioning his ability to address platform issues effectively. The potential impact of regulatory changes on spending is also considered.

What is the main reason the company is hesitant to spend money on cleaning up its platform?

• It has already spent enough money on the platform.

• Spending would negatively impact its earnings momentum.

• It wants to focus on other business areas.

• It believes the platform is already clean.

How does the company's spending on platform issues compare to Facebook and Google?

• It spends more than both.

• It spends less than both.

• It spends the same as Facebook but more than Google.

• It spends the same as Google but less than Facebook.

What is a key limitation of Twitter compared to Facebook and Google?

• It has a more diverse business model.

• It lacks optionality and growth potential.

• It offers more advertising options.

• It has a larger user base.

What is a potential consequence of slowing user growth for Twitter?

• Improved platform health.

• Decreased ability to monetize the platform.

• Expansion into new business areas.

• Increased advertising revenue.

What is questioned about Jack Dorsey's leadership at Twitter?

• His financial management skills.

• His ability to innovate new products.

• His relationship with regulatory bodies.

• His focus on platform health and cleanup.