a) It is valued at about a 1/4 of what it was purchased at.
b) Twitter Blue has generated an irrelevant amount of revenue and churn is increasing [1].
c) Roadmap looks poor. Video is a terrible direction where only Google, Amazon, TikTok etc have been able to make the numbers work and that's because it is subsidised through other revenue sources. Payments is DOA given Twitter's inability to comply with existing regulations let alone how difficult KYC/AML is to manage.
d) Regulatory and legal risk increases by the day. Lawsuits continue to pile up and EU/FTC are hovering around as Twitter is not in compliance with previous agreements.
e) Brand safety continues to be a huge challenge that isn't solvable without effectively going back to what Twitter was previously.
f) BlueSky and Instagram are both releasing competitor apps to the broader public in the coming months. The market simply won't sustain this many text-based social media apps.
b) Every social media company has a well populated graveyard of failed experiments behind them.
c) Opinion.
d) Business as usual for every social media company since the dawn of time.
e) Opinion. And advertiser behaviour suggests otherwise.
f) History is littered with new entrants which fail to unseat the incumbent. It does happen, but it’s statistically rare.
As well as comments from Musk himself about the decline in the value of Twitter and from advertisers themselves about the challenges around brand safety.
At best it has sped up towards that destination, at worst changes will eventually avoid it.
h) the tweets served are no longer weighted towards followers but instead whoever paid for blue checks
i) accounting on views is entirely wrong with a tweet registering a billion views