Professor Ann Lipton and Compound248 on $TWTR vs. Musk

Yet Another Value Podcast

Andrew Walker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Andrew Walker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1+ y ago 1:17:08

MP3•에피소드 홈

Tulane Law Professor Ann Lipton and Fintwit personality Compound248 discuss the latest in Twitter’s lawsuit against Elon Musk. Note that we dive directly into all the nuisances of the trial; for more background on how we got here and what’s at stake you can listen to my podcast from May with Evan Tindell.
My May pod with Evan on TWTR: https://twitter.com/AndrewRangeley/status/1529452942931238914?s=20&t=7yi3kr0wvPY0nduenfVdSA
Professor Lipton's Twitter: https://twitter.com/AnnMLipton
Compound's Twitter: https://twitter.com/compound248
Chapters
0:00 Intro
2:40 Overall case thoughts to date
6:40 Will Elon's "unclean hands" prevent him from breaking the deal?
9:05 Is Specific Performance the right remedy here?
12:30 How Musk's tweets are undercutting his own case
16:30 Can the court see to the heart of the mDAU arguments?
26:00 The looming discovery fight
28:05 What can we read into the judge's actions so far?
30:30 The timeline for resolution if this goes to trial and appeal
36:15 What happens if TWTR has an MAE between now and court resolution?
38:30 Why is Musk referencing Texas law?
48:10 Is the India lawsuit an ordinary course breach?
50:05 Does Elon waiving due diligence have any impact on the case?
53:15 Elon's consent rights
55:55 Does how the contract evolved overtime matter?
56:30 Does Elon continuing to add to his counterclaims impact his credibility?
58:30 A little more on mDAUs
1:00:45 Elon's threat to start a competitor in the merger negotiation
1:02:25 The billion dollar damages cap
1:08:45 Financing tail risk
1:12:15 Odds of a settlement