J+M cover Brad Gerstner's letter to Zuck and three-point plan to boost Meta's FCF 2x (7:04), an NFT project located at the Fyre Fest island (33:19), and a hit piece on Divvy Homes and its CEO, Adena Hefets. (39:38)
(0:00) J+M tee up today's topics!
(2:08) Opening banter/weekend catch-up!
(7:04) Brad Gerstner published an open letter to Meta CEO Mark Zuckerberg, outlining a plan to double FCF and boost its stock price
(12:11) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist
(13:41) Specific plans in Brad's letter, the "open-letter approach", Meta efficiency comparisons and advertiser treatment
(27:16) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(28:32) Meta's revenue/capex vs. Google
(33:19) Homeownership NFTs on the infamous Fyre Fest island!
(38:08) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(39:38) J+M go through a hit piece against Divvy Homes and Adena Hefets and describe what subtle tells indicate a hit piece
(1:10:40) Jay Trading update, geopolitics, and more!
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