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 factors does the speaker believe are affecting Twitter's ability to monetize its platform?

In what ways does the speaker suggest that Twitter could improve its business strategy?