Twitter

20 statements across 16 episodes · 7 bullish · 7 bearish · 15 people on the record · first statement Jun 25, 2018 by James Aitken · said 57 times in 34 episodes since 2017 · across every show →

Mentions by year

brought up most by Chris Dixon (8), Ted Seides (6), James Aitken (6), Dan Schorr (3), Stephen McKeon (2), Satya Patel (2), Jason Karp (2), James Clear (2)

tap a year for its mentions
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0482017201820192020202120222023202420252026episodes it came up in
0024482017201820192020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2024 2 mentions in 2 episodes 1 per episode
2023 6 mentions in 4 episodes 2 per episode
2022 10 mentions in 3 episodes 3 per episode
2021 11 mentions in 7 episodes 2 per episode
2020 9 mentions in 5 episodes 2 per episode
2019 6 mentions in 5 episodes 1 per episode
2018 7 mentions in 5 episodes 1 per episode
2017 5 mentions in 2 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Twitter, oldest first

Jun 25, 2018 bearish
Prediction Not checkable as stated
Social Media Platforms Face Severe Problems from Pending Parliamentary Scrutiny
“And when it comes to social media companies, the House of Commons Digital Media Committee has been holding hearings in London and Washington about the role and activities of these social media platforms. And not just because I'm personally interested in it, bu…”
James Aitken Jun 25, 2018 ▶ 1:26:53 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Jun 10, 2019 bullish
Insight
O'Shaughnessy: A High-Quality Twitter Following Functions Like Having an AGI
“That having a big, smart, diverse group of people that follow you on Twitter is literally like having an AGI. I believe that that is true. It's the best search engine in the world. So if you're looking for something, ask a big group of people, you're going to …”
Patrick O'Shaughnessy Jun 10, 2019 ▶ 49:58 Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
Jun 10, 2019 bullish
Opinion
O'Shaughnessy: 30% to 50% of Top Thinkers in Any Field Are on Twitter
“Something like, 30 to 50% of the most thoughtful people in that domain are gonna be on Twitter talking about what they do.”
Patrick O'Shaughnessy Jun 10, 2019 ▶ 50:31 Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
Sep 9, 2019
Disclosure
NZ Super Fund leads $10T investor coalition on social media moderation
“Post the Tragedy in Christchurch, we, together with another group of the New Zealand Crown Investors. We got together to lead an engagement with the social media companies about the, well, aimed at preventing the live streaming of objectionable content and sub…”
Matt Whineray Sep 9, 2019 ▶ 54:45 Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
Oct 7, 2019 negative
Assertion Partly supported
Facebook Killed Twitter's Vine Platform by Blocking Video Sharing
“Facebook effectively killed off fine by preventing that from being shared, which was Twitter's video platform. Facebook wanted to own video.”
Jonathan Tepper Oct 7, 2019 ▶ 30:28 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Feb 17, 2020 positive
Opinion
Quantitative investors leverage Twitter for superior peer feedback
“I think this is why so many quantitative investors use social media and Twitter especially, is Because the feedback on your ideas is so good, and the knowledge sharing is so good. And so I think that it's like going to the best section of business school.”
Dan Rasmussen Feb 17, 2020 ▶ 1:01:28 Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
Feb 24, 2020 negative
Disclosure
Rochester's investment team strictly avoids using social media for investment operations
“Zero. I don't see a use for it. So we don't use Twitter or Instagram or I had a LinkedIn account. It was a personal account, which I didn't find useful. So I got rid of that.”
Doug Phillips Feb 24, 2020 ▶ 58:27 Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
Mar 9, 2020 positive
Disclosure
Hamilton's board chair and foundation head follow her on Twitter
“So I ended up disclosing it. The chairwoman of my board follows me. The head of our foundation follows me. I told my boss about it as he was being onboarded because I want people to feel really confident that they can trust me to not speak for the institution …”
Christy Hamilton Mar 9, 2020 ▶ 12:47 Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
Jan 4, 2021
Disclosure
James Clear aims to post one tweet daily to test newsletter ideas
“My only objective with Twitter is I try to share one tweet a day. I don't always do it. I try to send one a day and it's a way for me to get feedback and see like, oh, what resonates with people or, you know, what doesn't. So that's like one way to potentially…”
James Clear Jan 4, 2021 ▶ 46:33 James Clear – Mastering Habits (Capital Allocators, EP.171)
Jan 4, 2021
Insight
James Clear: Choosing what to consume directly shapes your future thoughts
“Almost every thought that you have is downstream from what you consume. And so when you are choosing Who to follow on Twitter or Instagram or whatever. When you're choosing what books to read, what news station to watch, or what articles to read, you are choos…”
James Clear Jan 4, 2021 ▶ 48:56 James Clear – Mastering Habits (Capital Allocators, EP.171)
Jan 11, 2021 positive
Insight
Dixon: Media consumption should be treated like a diet with books as protein
“I have this idea unpublished blog posts. I call media keto. The idea is think of media consumption, kind of like you do with food. And I think of social networks, like reading Twitter and things as like sugar. Reading the news, I consider sugar. I don't read t…”
Chris Dixon Jan 11, 2021 ▶ 1:00:32 Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
Mar 18, 2021 positive
Opinion
Paul: Twitter Serves as the Bloomberg Terminal for Crypto Traders
“Crypto Twitter is the best aggregator, which is to say, if you follow the right 50 people on Twitter, any time a good article's put out a good anything, it ends up getting posted there. Twitter is the equivalent of Bloomberg for a lot of crypto traders”
Ari Paul Mar 18, 2021 ▶ 56:07 Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Nov 29, 2021 positive
Insight
Cocke: The greatest value of financial Twitter lies in private DMs
“A lot of the magic of Twitter happens behind the scenes on DMs. And I have since become, I would say, very close with maybe 10 new people in my network. I trust their insights. I trust their feedback. I share ideas with them. We meet in real life. And disclose…”
Chas Cocke Nov 29, 2021 ▶ 53:36 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
Dec 20, 2021
Disclosure
Trigg: WCM hired an analyst recruited from an anonymous Twitter account
“We hired somebody two years ago that we actually originally found on Twitter. He had a Twitter handle under a fake name. He was someone that we followed, we liked. It was very much, in a way, Paul's experience with me in the newsletter, just saying things that…”
Mike Trigg Dec 20, 2021 ▶ 32:56 Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
Jun 27, 2022 negative
Opinion
Dixon: Twitter shutting down its developer ecosystem was a mistake
“Twitter decided to shut that down because they decided to pursue an advertising business model, which I think was a mistake, but that's what they did.”
Chris Dixon Jun 27, 2022 ▶ 21:35 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
Jun 27, 2022 negative
Opinion
Dixon: I would leave Twitter if I could take my followers with me
“If I had that same ability on Twitter, I'd switch off of Twitter. I'd switch C. Dixon on Twitter to something else because I don't like how they run that service. They have spam and a bunch of other things, and I'd like to switch and take my followers with me,…”
Chris Dixon Jun 27, 2022 ▶ 25:21 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
Jun 27, 2022 negative
Assertion Contradicted
Dixon: Twitter, Facebook, and Instagram pay zero ad revenue to creators
“Twitter and Facebook have zero dollar revenue share. Instagram is zero dollars. So Instagram makes all their money on advertising. They pay zero out to the creators.”
Chris Dixon Jun 27, 2022 ▶ 13:09 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
Jul 7, 2022
Insight
Bozman: Superior technology cannot dislodge DeFi protocols with established narrative dominance
“We've seen a lot of More efficient versions of a lot of these DeFi protocols and very few of them have gone anywhere because once these teams have a narrative, once they have people talking about them on Twitter, it's just very hard to like come in and break o…”
Regan Bozman Jul 7, 2022 ▶ 44:02 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Jun 12, 2023
Disclosure
Sacca: Invested $25K into Twitter while employed at Google
“I wrote a check into Twitter while I was still at Google for 25 K. And that was one of the things I needed that money back. So I would show up at the company and work my ass off to try and make it more valuable because that wasn't break off 25 to be polite sit…”
Chris Sacca Jun 12, 2023 ▶ 29:22 Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
Sep 16, 2024 negative
Insight
Maples: Startups Without Inflections Cannot Build Radically Transformative Businesses
“Either it embodies an inflection. You just haven't thought about it enough, or it doesn't embody an inflection, which probably means you're solving present pain for present customers for present unmet needs. And you might build a reasonable business doing that…”
Mike Maples, Jr. Sep 16, 2024 ▶ 31:14 Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
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