The Ledger
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Balmain: Musk will likely make concessions to appease Twitter advertisers
“It's potentially quite likely that concessions will have to be made by him in order to, you know appease brand advertisers in, in certain ways that some of these people who were very jubilant and joyful about this might have a very quick turn of heart about th…”
Twitter's direct user revenue will not offset falling advertising spend
“Not confident that a push on direct revenue products via users will pick up at the same pace that ad revenue may drop.”
Balmain: Surviving Twitter employees will likely quit soon
“And I think that there are people who, even if they have, you know, survived this probably very likely to leave their own accord in, in the not too distant future.”
Balmain: Twitter will prioritize paid features and creator monetization cuts
“There will be a large focus on products that directly drive revenue to the company in that the user will need to pay to do X or Y. And then the other one will be a high priority attempt at sort of creative programs, influencer programs where users pay other us…”