EP 41: FTX Part 2 and the Twitter Breakdown: Aztec’s Jon Wu joins to talk FTX then Former Twitter Director Ryan Sarver & Fintwit Poster Compound248 Break Down Elon’s Takeover, Paid Verification, Advertisers Fleeing and the FTC

1

Introduction

00:00 • 2min

2

What's Your Go-to Karaoke Song?

01:48 • 2min

3

The Twitter Subscription Check Podcast

03:23 • 2min

4

Twitter

05:48 • 2min

5

FTX and SBF Love Island House Situation

07:29 • 2min

6

You Burrow or What Is It?

09:37 • 2min

7

Is That a Cowboy Hat?

12:02 • 2min

8

FTX and Alameda - What's Happening?

13:42 • 2min

9

Is This a Liquidity Issue or a Solventity Issue?

15:19 • 2min

10

How Do You Steal Ten Billion Dollars of User Funds?

16:55 • 3min

11

FTT Is a Token Under FTX and It's a FTx Equity Valuable Token

19:28 • 2min

12

The Risk Management Component

21:33 • 2min

13

The Fraud Comes in When You Tell Someone One Thing You Don't Tell Your Customers

23:21 • 2min

14

Do You Think SBF Started a Ponzi Scheme?

24:57 • 2min

15

Alameda's Deleveraging Cycle Is Not Overwhelming

26:34 • 2min

16

The Cardinal Sin of All This

28:46 • 2min

17

The Golden Child of Cryptocurrency

30:49 • 3min

18

What Will You Be Paying Attention to in the Coming Days and Weeks?

33:31 • 2min

19

Uh Cz and FDX Collapsing

35:45 • 2min

20

The Cryptocurrency Wedding in Mexico

37:36 • 2min

21

Twitter - A 'Bad Idea' for a Social Media Stock

39:20 • 1min

22

The Twitter Story and What You're Up to Today

40:50 • 2min

23

What's Going on With Twitter?

42:54 • 3min

24

Oj Capping

45:49 • 2min

25

The History of Verification

47:23 • 3min

26

What Is Free Speech Is This Allowable as It Is Not?

49:59 • 2min

27

What Uniquely Makes Twitter a Difficult Business

51:48 • 4min

28

Tiktok Is a Great Example of a Cold Start Problem for the Non-Engaged User

55:28 • 2min

29

The Relationship Between Interests and Twitter Content

57:12 • 2min

30

The Problem With Twitter Is That It's a Network Effect Business

58:57 • 3min

31

I Think He's Making a Strategic Mistake

01:01:33 • 4min

32

Twitter's a Four Billion Dollar Business With a Billion of Interest

01:05:48 • 2min

33

The Twitter Blue Service Is Getting at the Same Idea as Verification

01:08:12 • 2min

34

What's the Value of a Twitter User and Where Should Value Come From?

01:09:43 • 2min

35

Twitter's User Experience Is Not a Problem for the Average User

01:11:52 • 2min

36

Mda Is a Much Bigger Platform Than People Give It Credit For

01:14:06 • 2min

37

Is Twitter on Fire Right Now?

01:15:41 • 2min

38

Twitter Blue Subscription

01:17:44 • 3min

39

Is This Going to Move the Needle for the Business?

01:20:32 • 2min

40

Network Effects

01:22:03 • 2min

41

I'm Not Sure if Twitter Is Creating Transactional Value for These Things or Not

01:24:07 • 3min

42

Is Twitter a More Brand Advertising Oriented Platform?

01:26:50 • 3min

43

Twitter Is the Top of the Funnel

01:29:27 • 2min

44

How Much Pseudonymity Is Too Little?

01:31:30 • 2min

45

Podcasting - Is Twitter a Good Place to Start?

01:33:29 • 3min

46

Network Effects

01:36:03 • 3min

47

I'd Be Shocked if They Don't Stay Priorities

01:38:36 • 2min

48

I Think There's an Opportunity for Him to Break the Log Jam

01:40:31 • 2min

49

Is Twitter a Public Utility Right or a Cable Company or Something Like That?

01:42:36 • 2min

50

Is the MDIU a Fraud?

01:44:14 • 2min

51

Elon McCaskill's CEO Is a Founder of the Effective Altruism Movement

01:45:48 • 3min