> What's most surprising it seems he has no thesis for the company or how it can be made better or what was so terrible about it.
I believe the thesis is he thinks it's possible to duplicate WeChat as a ubiquitous everything-app (news, media, social media, payments, ordering in restaurants, shopping, messaging) in the West. Why someone would believe that, I don't know. I imagine thinking you could also be the owner of it might motivate believing it can happen somewhat.
I suppose the other thesis is that Twitter was horribly mismanaged and can work on far fewer resources to do more if he runs it like Space X or Tesla. That seems plausible to me though in this case it's beyond me why he thinks the actions he's taken will get him there.
I believe the thesis is he thinks it's possible to duplicate WeChat as a ubiquitous everything-app (news, media, social media, payments, ordering in restaurants, shopping, messaging) in the West. Why someone would believe that, I don't know. I imagine thinking you could also be the owner of it might motivate believing it can happen somewhat.
I suppose the other thesis is that Twitter was horribly mismanaged and can work on far fewer resources to do more if he runs it like Space X or Tesla. That seems plausible to me though in this case it's beyond me why he thinks the actions he's taken will get him there.