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rat king 🐀 @MikeIsaac
@BlueSpaceCanary exactly what some employees (or some prospective employees) are saying rn — PolitiTweet.org
rat king 🐀 @MikeIsaac
@DanGrover might as well go to portland — PolitiTweet.org
rat king 🐀 @MikeIsaac
@tonyharper502 dude im 37 and feel you — PolitiTweet.org
rat king 🐀 @MikeIsaac
@tonyharper502 and re: later RSUs, that's def the glass half full view, which is fair given historical performance! — PolitiTweet.org
rat king 🐀 @MikeIsaac
@tonyharper502 yeah, someone else made the point that most of the workforce is fairly young and trying to buy a home in the bay area right now is fucked for anyone who isn't a director or VP level — PolitiTweet.org
rat king 🐀 @MikeIsaac
@sethjberman so you think folks are in "ride it out" mode, then? — PolitiTweet.org
rat king 🐀 @MikeIsaac
@sethjberman yes totally, no one wiped out completely. but definitely having to do some new math calculating whether that job move in january was worth it.... — PolitiTweet.org
rat king 🐀 @MikeIsaac
@colin_fraser @BlueSpaceCanary bingo — PolitiTweet.org
rat king 🐀 @MikeIsaac
@MarketSqueeze never a boring moment — PolitiTweet.org
rat king 🐀 @MikeIsaac
@BlueSpaceCanary heard similar, ty, i thinnk youre right — PolitiTweet.org
rat king 🐀 @MikeIsaac
@catpoopburglar very true depending on how long youve been there and your age! — PolitiTweet.org
rat king 🐀 @MikeIsaac
the thing to watch now is what other tech stocks do after other companies report this afternoon (colleagues @kateconger and @eringriffith are on it) — PolitiTweet.org
rat king 🐀 @MikeIsaac
this is like "maybe i shouldnt buy that second home" portfolio damage — PolitiTweet.org
rat king 🐀 @MikeIsaac
cant be good for company morale/RSU holders (though i think FB RSUs are calculated using an average) https://t.co/nyoqrFYt8b — PolitiTweet.org
rat king 🐀 @MikeIsaac
@jason_koebler i feel like some of the worst viral "funny" content comes out of tiktok kids are demented — PolitiTweet.org
rat king 🐀 @MikeIsaac
@GoodPoliticGuy there is no harder reply guy than chen — he destroys politicians' banal staff tweets on the reg — PolitiTweet.org
rat king 🐀 @MikeIsaac
okay done for today, you can unmute me now today's Meta earnings call theme: TRANSITION also read: our story from monday https://t.co/0UuU8SAGoP — PolitiTweet.org
rat king 🐀 @MikeIsaac
@beveragepodcast word, agree — PolitiTweet.org
rat king 🐀 @MikeIsaac
Zuckerberg says he's been running the company for 18 years this week — PolitiTweet.org
rat king 🐀 @MikeIsaac
kinda weird that no one on this earnings call has asked about Libra/Diem/FBCoin (and also Meta proper hasnt made a peep in weeks) — PolitiTweet.org
rat king 🐀 @MikeIsaac
Meta CFO Dave Wehner basically confirms to Apple's iOS changes hammering Facebook's ads revenue in commerce while buoying Google's search ads — PolitiTweet.org
rat king 🐀 @MikeIsaac
@markbrooks v interesting — PolitiTweet.org
rat king 🐀 @MikeIsaac
"Although our direction is clear, it seems that our path ahead is not quite perfectly defined." — Zuckerberg to investors on Weds — PolitiTweet.org
rat king 🐀 @MikeIsaac
@benbn i mean, i agree that apple isnt doing it just to F with FB — more meant this is how FB sees it (and why they've been kicking and screaminng over it for the past three years) — PolitiTweet.org
rat king 🐀 @MikeIsaac
@mjbreuer super insightful, ty — PolitiTweet.org
rat king 🐀 @MikeIsaac
@moonpolysoft hes not wrong. they want control — PolitiTweet.org
rat king 🐀 @MikeIsaac
Wall Street has given Zuckerberg lots of leeway to make giant leaps of faith in the past, even if spending billions today's correction seems to be along the lines of "hey, before you go full Meta, can you fix what's happening with Ads and Apple please" https://t.co/yUY0BlZPqC — PolitiTweet.org
rat king 🐀 @MikeIsaac
first quick take out, more to come https://t.co/dRdfsdv1xh — PolitiTweet.org
rat king 🐀 @MikeIsaac
the apple iOS tracking changes bloodbath everyone was kind of waiting for has finally arrived? https://t.co/bYHsoboI0o — PolitiTweet.org
Bucco “Buyback” Capital @buccocapital
How much Enterprise Value has Tim Apple destroyed?! Shocking, shocking stuff One for the history books https://t.co/lXiDNzbduG
rat king 🐀 @MikeIsaac
this is an extremely interesting theory and would also explain Google's blowout quarter the other day would mean Apple is screwing over FB more than folks anticipated https://t.co/fk7Beloc7N — PolitiTweet.org
Tal Ben-Moshe | talbm.eth @talbm2010
@benbn @MikeIsaac Because of limited visibility into ad performance due to Apple's privacy update, many companies m… https://t.co/2kVVYRlsiJ
