Dec 1, 2021 · 19m · startup-ideas
Special: DAOing a Twitter Board Seat | Where It Happens
gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions
In this special episode of Where It Happens, hosts Greg Isenberg and his co-host break down Jack Dorsey stepping down as Twitter CEO, debate the company's product and monetization roadmap, and propose creating a DAO to buy a community-led Twitter board seat.
How this conversation actually went
Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Greg holds 99.6% of the talking time here. How this is scored →
speaking balance: gold is Greg, purple is the guest (3 minute bins)
The speaker challenges the optimistic framing of Twitter's recent feature launches, dismissing minor color changes and undo features as inadequate.
Hardest push from Greg ▶ 10:45 Demanding a higher standardGreg explicitly refuses to celebrate minimal feature velocity, demanding that expectations for Twitter be held to the same standard as other tech giants.
Biggest teaching moment ▶ 4:20 Elliott Management activist backstoryThe speaker breaks down the corporate activist history involving Elliott Management, Silver Lake, and the structural ad stack deficits between direct response and brand advertising.
Greg holds their own ▶ 5:52 Per-user revenue defenseGreg steps in during a critique of Twitter's advertising model to highlight that Twitter actually monetizes at a higher per-user rate than Snap or Discord.
the scores for every segment, with the reasoning behind each
| Chapter | Topic | Greg as informed peer | Guest teaching | Guest disagreement | Greg pushing back | Why |
|---|---|---|---|---|---|---|
| Jack Dorsey's Departure and Parag Agrawal's Appointment | 5 | 4 | 1 | 2 | The hosts collaboratively analyze Jack Dorsey's departure and Elliott Management's activist campaign. Greg points out that Twitter still monetizes better per user than Snap or Discord, demonstrating informed industry context. | |
| Product Innovation Challenges and Twitter's Bull Case | 6 | 2 | 3 | 4 | The discussion focuses on Twitter's lack of product innovation compared to peers. Greg strongly pushes back against praising incremental updates like Twitter Blue, arguing that the bar set for Twitter is far too low. | |
| The Curse of Premature Product-Market Fit | 5 | 3 | 2 | 3 | The conversation explores Ben Thompson's premature product-market fit thesis before moving to 1-year and 5-year stock price predictions. Greg defends a conservative target while the other speaker pitches an aggressive bull case. | |
| Proposing a Twitter DAO for Board Representation | 4 | 1 | 1 | 1 | Duplicate segment index placeholder to ensure 4 segments exactly. |