Pivotal's Brian Wieser: Why I'm Bullish on Twitter

The transcript discusses Twitter's advertising challenges, growth deceleration, and market position compared to Facebook. It highlights Jack Dorsey's leadership impact, emphasizing stability and interface simplification. Twitter is portrayed as a niche platform with unique live moment opportunities, differentiating it from Facebook. The discussion also covers investor expectations and the importance of understanding Twitter's distinct role in digital advertising.

In what ways has Twitter's growth trajectory changed compared to previous expectations?

What challenges do investors face in understanding Twitter's market position?