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Published Jan 28, 2021

State of Play: Inflation, Twitter, and Story Stocks

Join Scott Galloway as he critiques Twitter's management under Jack Dorsey, analyzes the complex balance of current economic policies, and explores Bitcoin's dual role as currency and speculative asset, all while highlighting how narratives now drive stock valuations.
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  • Leadership Issues

    criticizes for his lack of engagement and interest in Twitter's core issues. He highlights Dorsey's minimal involvement in earnings calls and his tendency to manage the company from remote locations, such as a private island in French Polynesia 1. Galloway argues that Dorsey's leadership style has led to missed opportunities and a failure to address disinformation on the platform 2.

    Dorsey has repeatedly defended Twitter's embrace of the status quo. When challenged about the platform's role in spreading disinformation, Dorsey has positioned Twitter as the neutral platform for a global conversation.

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    He calls for a change in leadership to unlock Twitter's potential and improve its financial performance.

       

    Revenue Challenges

    Twitter's revenue model is under scrutiny as it struggles to compete with giants like Facebook and Google. points out that Twitter's ad-based model is insufficient due to its smaller scale and reliance on rage and misinformation to drive engagement 3. He suggests that a subscription model could transform Twitter into a recurring revenue firm, providing tools for users to capitalize on their interactions 4.

    Twitter's growth potential, coupled with a focus on stakeholders, not just shareholders, would bring tremendous upside to shareholders.

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    Galloway believes that shifting away from an ad-based model could unlock significant value for the company.

       

    Strategic Failures

    Twitter has consistently missed strategic opportunities, both in product innovation and market capitalization. notes that despite having nearly 190 million daily active users, Twitter has failed to monetize effectively compared to its peers 5. He emphasizes the need for product innovation and a shift to a subscription-based model to realize its potential 6.

    The upside is as enormous as the gross negligence demonstrated by management and the board that has put up with this bullshit.

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    Galloway argues that embracing vertical content and improving user engagement could significantly enhance Twitter's financial performance.

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