711–720 of 1001 posts
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As a Netflix shareholder at the time they adopted their poison pill, I feel like the subsequent ~40x increase in share price has been very much in my interest. :-) Of course hindsight is 20/20, but even at the time, it seemed like the company was prioritizing long-term growth, whereas if they were taken over by Carl Icahn, they'd certainly not be.
Twitter definitely isn’t Netflix. It’s been a dog since IPO, languished under a part time disinterested CEO, and only peaked because of the pandemic meme stock era. As an individual and index shareholder I’d love for Musk to take it away at a premium, I have zero faith management will do anything positive.
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"asshole" What has he done to deserve that label?
I mean, you don't have to believe it makes him one, but it's not like people can't find examples of things that they might consider worth the label: https://www.bbc.com/news/world-us-canada-50695593 his defense being.... > Mr Musk told the court this week the phrase "pedo guy" was common in South Africa, where he grew up.
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Tesla's AI engineers can't even solve their own problems, why do you think they could solve Twitter's?
They have solved much harder problems than spam bots.
Some points from the All in Pod. 1. The Twitter board of directors has become a status thing. It's like a country club. They don't have real skin in the game; they don't own much stock. They're not aligned with the shareholders. It's about status and cultural power. 2. Why should we believe that the company will become more valuable when the stock price is where it was way back in December 2013? Compare to how the S&…
> One AI engineer from Tesla could solve Twitter’s bot and spam problem I think you underestimate how hard the problem is or you don’t fully understand how it works. The scale at which Twitter operates makes it near impossible to take down spam in real time. You don’t think Twitter is working on it, but they are. What you see is a much smaller percentage of the actual spam generated, and the reason you see it is beca…
Some points from the All in Pod. 1. The Twitter board of directors has become a status thing. It's like a country club. They don't have real skin in the game; they don't own much stock. They're not aligned with the shareholders. It's about status and cultural power. 2. Why should we believe that the company will become more valuable when the stock price is where it was way back in December 2013? Compare to how the S&…
> One AI engineer from Tesla could solve Twitter’s bot and spam problem I think you underestimate how hard the problem is or you don’t fully understand how it works. The scale at which Twitter operates makes it near impossible to take down spam in real time. You don’t think Twitter is working on it, but they are. What you see is a much smaller percentage of the actual spam generated, and the reason you see it is beca…
If all Google and Facebook couldn't solve it, why could a Tesla engineer of all people...
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Tesla's AI engineers can't even solve their own problems, why do you think they could solve Twitter's?
They have solved much harder problems than spam bots.
Earlier quoted context omitted.
Tesla's AI engineers can't even solve their own problems, why do you think they could solve Twitter's?
They have solved much harder problems than spam bots.
Earlier quoted context omitted.
I don't immediately buy the logic of "Stock A hit a peak of $X last year, therefore that is the correct price/valuation, and not the lower price it is right now" If Twitter was worth more, it'd be worth more. With that logic, you should put a huge chunk of your savings into Twitter to benefit from the insight, as it's currently trading at 39% below its 52-week high.
I think we have to tolerate a certain amount of irrationality from shareholders. If you bought a $100k home which then dipped to $80k during Covid, would you accept an unsolicited bid of $90k? It's reasonable for some people to take the bid, since you could arguably buy another comparable house for $80k and pocket the $10k difference, but I think a lot of other people would reasonably choose not to. (I'm not totally…