Michael Nathanson of MoffettNathanson on Twitter

The video discusses the challenges faced by Twitter, including its financial and management issues, and compares its approach to platform issues with Facebook's. It highlights Twitter's inability to invest in cleaning up its platform without affecting its stock, and raises concerns about its high valuation compared to Google and Facebook. The video concludes with expectations of deceleration in Twitter's growth and margin pressure.

In what ways is the regulatory environment changing for social media platforms according to the speaker?

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What does the speaker suggest about the future of Twitter's stock performance?

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