49 Comments

More a game of chicken than 4d chess. Still not sure who won.

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This time the market believes it will happen so those that hesitated to buy earlier missed some profit taking. Of course, bigger fool theory remains intact. If Musk finds monetary value then the shares will do well under new management. If to affect and guide public opinion, who knows. As SubStack has discovered the conservatives do wish for a platform but given the fools on several of them, even some conservatives are intolerable. Perhaps Musk is observing Truth Social having difficulties in financing going forward where he feels his financing secure in a Twitter buy. Now that Alexa is gone are there tools that show traffic comparisons for the big social media sites?

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Oct 5, 2022Liked by SimulationCommander

Musk is forced to close the purchase cos the court case did not go well for him. That said, by delaying the purchase, he is getting a 'discount' due to the Biden inflation. Further, closing it soon may affect midterm outcome which can be a nightmare for one political party.

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founding

I have a Twitter account; one of my daughters set it up for me half of forever ago. It uses my primary nom de plume for fiction writing, I can't figure out how to use it.

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It's too bad we can't have something akin to the attempts made in Poland to keep com-providers at least a genital hair's breadth on the side of right.

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Oct 4, 2022Liked by SimulationCommander

I want Musk to publish all the DM’s of the Oligarchs and their minions and politicians. And then they can be investigated and jailed for the insider trading fraud they’ve been committing.

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I've never had a Twitter account, but I would consider it if he purges of the employees every last self righteous, obtuse, humorless wokester.

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Oct 4, 2022·edited Oct 4, 2022Liked by SimulationCommander

Eh, I think he's using a material adverse clause (MAC) to have twatter negotiate against itself. He's smooth. Look at his initial move; it was a head fake.

He took a 9.2% bite of the company and made it clear he was going to exercise his "influence" over twatter through it's board. That allowed him to get a look under the kimono. Then he "stunned" them by making an offer to by the company outright and take it private.

He's using a "push-pull" sales/marketing strategy right now. It's one of the reasons he's saying he would re-instate Trump - amongst other things. Watch closely as he pushes twatter at new customers, while at the same time pulling people to twatter. He's using a shotgun and a scalpel.

He's basically doing a re-launch with a bunch of free media advertising. Gives him time to figure out how to monetize twatter and make it a better product.

He's dealing with children who couldn't negotiate at a garage sale. Could be wrong though, cuz he's not afraid of folding em' like Kenny Rogers

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Oct 4, 2022Liked by SimulationCommander

Here's the latest SEC filing, a letter from Musk's lawyers to Twitter: https://www.sec.gov/Archives/edgar/data/1418091/000110465922105787/tm2227435d1_ex99-s.htm

"We write to notify you that the Musk Parties intend to proceed to closing of the transaction contemplated by the April 25, 2022 Merger Agreement."

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founding

At the moment I can't quite get that scene from Love Actually out of my head. The one with Emma Thompson ending up with coals in her stocking, so to speak. So I'll wait until this gets all unwrapped and sparkling on the rug under the tree before I break out the slivovitz.

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If he owns the company it would not be in his interest to publicize malfeasance

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Oct 4, 2022Liked by SimulationCommander

Question: Is it true that SimCom looks like David Tennant?

https://guttermouth.substack.com/p/the-avatar-game/comment/9486395

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Oct 4, 2022Liked by SimulationCommander

Also: long after the deal was presumed dead, didn't an independent investigator (I want to say it was a British private intelligence firm whose name escapes me currently) found pretty conclusively that Twitter is actually like 85%+ bots? Like, the vast majority?

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Oct 4, 2022Liked by SimulationCommander

And in a fantastic twist of irony, the people who’ve spent years snidely dismissing concerns about Twitter’s censorship are now in hysterics about how dangerous Twitter’s going to be without censorship.

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Oct 4, 2022Liked by SimulationCommander

My guess: He's gotten comfortable that Republicans will get control of at least the House in November.

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author

Off-topic: I'm a few days behind on emails at the moment so if I haven't responded yet, don't worry, I'm working on it! :)

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