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X is Absolutely Printing, The Tale of Temu, Promoted Reviews, Larp as a Size Lord
Feb 6, 2025
Recent financial recoveries in popular apps are shaking up the tech world. The explosive rise of Timu disrupts e-commerce norms while exploring the competitive landscape against giants like Amazon. Meanwhile, marketing strategies are evolving, highlighted by innovative Super Bowl campaigns and humorous critiques from SNL. The conversation also delves into consumer behavior differences between the ultra-wealthy and the middle class, offering a thought-provoking look at societal spending patterns and corporate responsibility.
01:40:55
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Quick takeaways
- X, previously Twitter, has achieved impressive profitability numbers, indicating a significant financial turnaround ahead of the upcoming elections.
- Temu's success story exemplifies how aggressive pricing strategies and innovative marketing campaigns can disrupt traditional retail and attract budget-conscious consumers.
Deep dives
X App Achieves Profitability
The episode announces that X, the everything app, has reached profitability, reporting adjusted earnings before interest, taxes, depreciation, and amortization of approximately $1.25 billion and annual revenue of $2.7 billion for 2024. This performance exceeded investor expectations and suggests an inflection point in X's finances, occurring before the upcoming November elections. Comparisons are drawn to Twitter's last full year under its previous ownership, which saw significantly lower figures, highlighting the impressive turnaround. The hosts discuss the return of major advertisers to the platform, projecting a bright future for X's financial growth and potential valuation increases.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode