Part 7/9:
The Path Forward: Fiscal Realities and Strategic Priorities
Rubenstein concedes that Twitter remains in a "tough spot," with the company on what Musk himself called a "fast lane to bankruptcy" since May. Without a dedicated CEO—whose difficulty in being recruited underscores the company's chaos—Twitter’s recovery hinges on restoring advertising revenue and user engagement.
He also touches on Tesla’s valuation, which has halved from its peak. This decline is attributed partly to Musk’s sale of Tesla shares to fund Twitter and broader market concerns about Musk’s divided attention. Nevertheless, Rubenstein expresses confidence that Musk's experience running multiple companies will eventually yield results, though patience is required.