Twitter in Limbo, Amazon in the Spotlight

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation dec ...  Show more

The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they’re all sounding the alarm at this precise moment ...  Show more

Twitter's lawsuit against Elon Musk is quickly gearing up. Although hearings are scheduled to start in mid-October, thick legal briefs have already been filed with the Delaware Chancery Court. The legal battle over Elon Musk's attempt to back out of a $44 billion deal to buy the ...  Show more

0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more 30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter' ...  Show more

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

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