What to Watch in Twitter's Third-Quarter Earnings

The transcript discusses Twitter's current state, focusing on its user growth and financial metrics. It highlights challenges and opportunities for the company, emphasizing the need for significant user growth to improve financial performance. The discussion also touches on leadership and strategic focus, suggesting that Jack Dorsey should concentrate on Square. Finally, it critiques Twitter's approach to its core product and user base, suggesting a need for better understanding and focus on core users.

How does the speaker describe Twitter's current state in relation to its core users?

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What does the speaker suggest about Twitter's approach to its product and user base?

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