I’ve been following Twitter for some time and while I’m a power user of the service, I’ve been less optimistic on the stock and the business. My biggest concern has always been Dorsey as a part-time CEO. I don’t believe truly outstanding results can be achieved by a part-time CEO with interests clearly beyond Twitter (e.g. Square and crypto) especially when your competition are outstanding founders like Zuckerberg, Spiegel etc. Yet, we have a new CEO at Twitter, who has potential to become a transformative leader. It’s obviously too early to say, and I’m not making a call to buy the stock, but Parag Agrawal is an extremely interesting person with huge potential: if he is a CEO of a multi billion company at 37, imagine what he can do by his 50s?
I agree! Great article!