Elon Musk and Twitter are headed to a Delaware courtroom.
(0:21) Jason Moser discusses: - How messy the current situation is for Twitter's employees and shareholders - The potential for another company to swoop in and buy Twitter - Why Amazon's combination of retail and AWS make it the business he's most curious about this earnings season
(14:30) Rachel Wa ... Show More
Yesterday
When Leverage Goes Wrong on Wall Street
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ... Show More
40m 43s
Jul 30
Microsoft Shows the Mag7 What AI Investment Looks Like
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ... Show More
21m 38s
Jul 29
The Consumer Is All Right!
Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ... Show More
20m 27s
Apr 2022
Office Hours: Elon Musk and the Algebra of Deterrence, Amazon’s Third-Party Sellers, and the Dangers of Algorithmic Ads
Scott answers a question on why Elon Musk is able to get away with skirting the law, and shares his thoughts on why Musk’s Twitter takeover attempt may be a seminal moment for the SEC. He also answers a question about what might lie ahead for the companies that aggregate third-pa ... Show More
22m 19s
Jul 2025
Flipping the Bird: Elon vs Twitter | I Am Supposed to Believe This Man is a Genius? | 2
Elon Musk makes the Twitter board an offer they can’t refuse — a $44 billion offer, to be exact. But this won’t be an easy marriage. No sooner does Twitter accept than Elon starts raising doubts. Publicly, Elon can’t help taking shots at Twitter and its leaders, sending their sto ... Show More
33m 9s
Apr 2022
Elon Musk bought Twitter, now what? [Creator Support]
Today on the show we're speaking with Evan Luzzato, Chairman of a social media influencer agency and former employee of Twitter, Facebook, and Snap about the effect that Elon Musk could have on Twitter's future. We also dive into how creators and work with brands and answer your ... Show More
49m 17s
Mar 2021
Burnout, the Media, and Twitter’s Business Moves
Jason Kint, the CEO of Digital Content Next (@dcnorg), joins Scott to break down Australia’s News Media Bargaining Code. Jason also shares his thoughts on the broader digital ecosystem, including Section 230, how cryptocurrencies might come into the digital media space, and why h ... Show More
59m 20s
May 2022
Bonus Episode: Elon Musk v. Twitter — with William Cohan
William Cohan, a founding partner and writer at Puck, as well as a former M&A investment banker, joins Scott to discuss how Elon Musk's deal to acquire Twitter might shake out, including what options he might have for backing out, how Twitter's lawyers might respond, and what it ... Show More
31m 40s