High Signal Podcasts Evidence ledger
Method
Browse
← All source episodes

Acquired / episode intelligence

Twitter (with Dick Costolo)

28 Oct 2020 20 published claims 3 attributable people

Speakers in the public record

Claim mix

belief 9evaluation 5prediction 3commitment 2preference 1

Evidence policy

Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.

Claim ledger

The useful parts, with receipts.

20 published records

03 / belief

I think pundits talk about this a lot where they're like, well, in order to maintain their status as agnostic platform, that's not taking sides and actually being a media company, if they arbit what is said on their platform too much, then they'll be viewed as an arbiter instead of an independent.

“I think pundits talk about this a lot where they're like, well, in order to maintain their status as agnostic platform, that's not taking sides and actually being a media company, if they arbit what is said on their platform too much, then they'll be viewed as an arbiter instead of an independent.”
Speaker
Ben Gilbert
Publisher
Acquired

04 / belief

The insert of the Instagram photo into the Twitter feed is no longer going to work and it's just going to be a link. I think he said something like they're going to shut that off tomorrow.

“The insert of the Instagram photo into the Twitter feed is no longer going to work and it's just going to be a link. I think he said something like they're going to shut that off tomorrow.”
Speaker
Dick Costolo
Publisher
Acquired

11 / commitment

I ended up putting some money into the, I think that was the seed round in Twitter, that Union Square Ventures, Fred Wilson let us put a personal check into the seed round on Twitter.

“I ended up putting some money into the, I think that was the seed round in Twitter, that Union Square Ventures, Fred Wilson let us put a personal check into the seed round on Twitter.”
Speaker
Dick Costolo
Publisher
Acquired

12 / prediction

As Ben and I were reflecting on what the Acquired way to do a Twitter episode would be, we realized that there actually was this pretty significant fork in history—you might say it turned on a knifepoint—where starting in about 2010, it could have been Twitter that ended up owning Instagram, not Facebook, and the conversation we'd be having today about mobile, consumer, and social could all look very different.

“As Ben and I were reflecting on what the Acquired way to do a Twitter episode would be, we realized that there actually was this pretty significant fork in history—you might say it turned on a knifepoint—where starting in about 2010, it could have been Twitter that ended up owning Instagram, not Facebook, and the conversation we'd be having today about mobile, consumer, and social could all look very different.”
Speaker
David Rosenthal
Publisher
Acquired

14 / evaluation

Yes, because the road to being a platform company for Twitter at the time—based on the way the API had been leveraged to date, 95% of which was to build people going and building their own clients and taking the stuff out of Twitter and moving it away from Twitter and doing whatever they wanted with it—the road from that to building a platform where developers could build into Twitter was far.

“Yes, because the road to being a platform company for Twitter at the time—based on the way the API had been leveraged to date, 95% of which was to build people going and building their own clients and taking the stuff out of Twitter and moving it away from Twitter and doing whatever they wanted with it—the road from that to building a platform where developers could build into Twitter was far.”
Speaker
Dick Costolo
Publisher
Acquired

17 / prediction

The only reason for the difference that I can think of are interest targeting versus demographic targeting. It's possible that you could come up with a world in which nothing really changes about the way you think about either user base, but the average revenue per user or the value of a user flip flops because of some other innovation.

“The only reason for the difference that I can think of are interest targeting versus demographic targeting. It's possible that you could come up with a world in which nothing really changes about the way you think about either user base, but the average revenue per user or the value of a user flip flops because of some other innovation.”
Speaker
Dick Costolo
Publisher
Acquired

19 / preference

You can't, despite what anyone else wants to say, you can't build an advertising business in which a bunch of other people own the user experience because it doesn't make any sense.

“You can't, despite what anyone else wants to say, you can't build an advertising business in which a bunch of other people own the user experience because it doesn't make any sense.”
Speaker
Dick Costolo
Publisher
Acquired
Search evidence