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Twitter

5 statements across 5 episodes · 3 bullish · 0 bearish · 5 people on the record · first statement May 20, 2025 by Gustav Söderström · said 4 times in 4 episodes since 2025 · across every show →

Mentions by year

brought up most by Jeremy Giffon (1), Henry Ellenbogen (1), Gustav Söderström (1), Dylan Patel (1)

tap a year for its mentions
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02320252026episodes it came up in
000.51.51320252026episodesmentions per episode
2026 1 mention in 1 episode
2025 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Twitter, oldest first

May 20, 2025
Assertion Not checkable as stated
Spotify risked overnight bankruptcy from high marginal costs if free-tier usage surged
“Spotify could never do that because we could go bankrupt overnight. So we always had to worry about monetization and the balance between free tier and pay tier conversion and free term monetization.”
Gustav Söderström May 20, 2025 ▶ 44:20 Spotify’s Journey To Profitability · Invest Like The Best
Aug 26, 2025 positive
Assertion Not checkable as stated
O'Shaughnessy: Software CEOs privately marveled at Elon Musk's Twitter job cuts
“Every time I talk to a software CEO in private, they'd be like, can you believe this guy cut, you know, 70 or 80% of the jobs and things seem totally fine.”
Patrick O'Shaughnessy Aug 26, 2025 ▶ 2:00:20 Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best
Sep 16, 2025 neutral
Disclosure
Horing: Insight Partners exited its investment in Twitter before Musk's takeover
“Managed to get Twitter over the line, which, you know, at the time was got out even before musket all took over.”
Jeff Horing Sep 16, 2025 ▶ 1:21:57 5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best
Nov 19, 2025 bullish
Disclosure
Emanuel: Personally invested in SpaceX, X, and xAI
“If I'm a betting man, first of all, if I'm a betting man, I'm betting on that dude. I bet I'm on SpaceX, X, XAI, Twitter.”
Ari Emanuel Nov 19, 2025 ▶ 47:32 Ari Emanuel’s "Anti-AI" Bet on Live Entertainment · Invest Like The Best
May 28, 2026 bullish
Disclosure
Loeb: Third Point made discounted Twitter debt its largest credit position
“The Twitter debt was a resale of the financing debt that was offered when Elon bought the company. Morgan Stanley sat on it for a while. It was deep underwater. When it got close to par, they decided to sell it. Most credit investors were really scared and ner…”
Dan Loeb May 28, 2026 ▶ 40:09 Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best
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