Plot twist: he's actually hoping everyone else shorts, so that he can buy and go long ;)

If you read the author's (good) previous post on Twitter, you'll notice this at the end:

"Twitter revenue is still rising and is running about $2.5 billion per annum. It is a website that once ran extremely well on less than $250 million in costs. (No I am not joking.)

If you can't make this have a 40 percent operating margin then - frankly you are inadequately brutal. Personally I think 50 percent is possible.

At this market cap that works extremely well for a financial buyer. Its a no-brainer even.

So expect it to be bought. By some Wall Street bastard armed with a lot of debt.

And that bastard will fire a lot of people.

If I worked at Twitter I would be preparing my resume and providing a list of really quick things that can be done to improve the user experience - with the code all mapped out. That largely involves getting rid of spam bots and the like. But unless it radically improves the user experience or monetisation and you can convince the new owners you can implement then you are out.

And the fashion-obsessed philosopher king. He is out too whether there is a buyer or not. That is necessary to save the company.

John

PS. Long for the takeout which I see as inevitable."