How I Got Started on Twitter

I was actually bearish on Twitter the stock before I was ever bullish on it. And I thought it was an obscenely overvalued IPO as much as I was like obsessed with the product by the time it did go public. When they IPO, and I had written down on paper when the stock gets to a 10 billion dollar enterprise value, that's what I'm gonna be interested in. The fundamental problem for Twitter is they don't know who they are and what they're good at and why they exist. It took Jack coming back and saying like, let's get rid of all this other stuff. Get rid of this other stuff, focus on our core and define ourselves, you know