Musk's Twitter Deal: What We Know so Far

The transcript discusses the upcoming Twitter earnings and the potential impact of Elon Musk's acquisition. It explores the uncertainties surrounding the deal, including regulatory scrutiny and shareholder approval. The discussion also covers Musk's vision for Twitter's business model, potentially shifting from ad revenue to subscription-based, and its implications for user growth and advertising. The transcript highlights the challenges in completing the deal and Musk's stance on free speech, which could affect advertisers' willingness to engage with the platform.

How does the current ad revenue growth of Twitter affect its future business model under Musk?

What steps need to be taken before the Twitter deal can be finalized?

What are the potential impacts of Musk's stance on free speech on Twitter's advertising revenue?