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Short Seller Andrew Left Lives in Fear of Feds
Bloomberg Businessweek
The Importance of Following and Improved on Someone's Idea
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Laura Ling: I think Elon Musk in blowing up Twitter has left a huge hole in the market where there was clearly consumer demand for a platform that. Met that, but it couldn't generate ad revenue. She says Facebook is best in class at guaranteeing wall garden access to premium advertisers and she's got brands all the way down the long tail. "We have an underperform on meta because we're saying, look, we don't think it's social network business has a terminal value"
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highlights
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