Twitter

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 25, 2024 by Brad Gerstner · said 8 times in 6 episodes since 2024 · across every show →

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brought up most by Brad Gerstner (4), Bill Gurley (3), Nick Turley (1)

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Everything said about Twitter, oldest first

Jan 25, 2024 positive
Opinion
Gerstner: Twitter Platform and Product Pace Are as Vibrant as Ever
“What he did at Twitter, laying off 75% of the people that, you know, I saw somebody tweet the other day, Bill they said, I guess Twitter isn't going to fall over. Right? I mean, the platform is as vibrant and the product development cycle is vibrant as it's ev…”
Brad Gerstner Jan 25, 2024 ▶ 54:11 BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
Jun 20, 2025 neutral
Insight
Laffont: ChatGPT lacks inherent virality unlike historical consumer apps
“I guess, by the way, those apps had inherent virality, as you know. I mean, you're kind of the expert of that. This doesn't. This has no virality to it.”
Thomas Laffont Jun 20, 2025 ▶ 21:39 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
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