Brad Gerstner's open letter to Zuck, Meta's lack of efficiency, Divvy Homes hit piece | E1594
About this episode
(0:00) J+M tee up today's topics! (2:08) Opening banter/weekend catch-up! (7:04) Brad Gerstner published an open letter to Meta CEO Mark Zuckerberg, outlining a plan to double FCF and boost its stock price (12:11) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist (13:41) Specific plans in Brad's letter, the "open-letter approach", Meta efficiency comparisons and advertiser treatment (27:16) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (28:32) Meta's revenue/capex vs. Google (33:19) Homeowner…