Thread by @armchairancap

1/ Speculative thoughts on Elon and #Twitter (🧵):
- There's no point in trying to talk sense into the EU clowns. (OpenAI is realizing that, too - see my tweets on #EU #AI laws)
- *Unlike the rest of big US tech*, Twitter has more to gain in the US than lose in the EU (🗝️ point)

https://twitter.com/armchairancap/status/1662345770329337856

2/ Historically #Twitter's foreign user base is 4x of its US user base, but foreign revenue is only 1/5th of the US (h/t Forbes). So, why not tell the eurocrats to F-OFF? 😉
- Legally, Twitter is unlikely to have issues in the US. 5) - So, how to increase revenue in the US?

3/ First, get a CEO to deal with the US-based #ESG morons and #DIEcultists as well as regular businesses (☑️)
Second, cash in on the presidential race.
- Glitches, but also improvements (Spaces) are happening 📈
- Go-to platform for non-MSM candidates (DeSantis, RFK Jr, etc)🚀

4/ Third, the API: everyone wants to know how these non-MSM candidates are doing, and the EU likely only cracks down on advertisers (not API users). So:
- increase API revenue from the RoW
- increase revenue from data analytics for elections
API prices: developer.twitter.com/en/products/tw…

5/ Now you know why I think Elon will give 🖕 to the EU and focus on the US while increasing revenue from the US elections and the Twitter API.
Twitters EU ad revenue is probably $100 MM/Y. It's easier to add that much revenue in the US.