Tweets Analysis - Keyword: @davegirouard
Overview
Total number of tweets analysed
87
Earliest tweet was on
2023-02-09
Latest tweet was on
2023-02-17
Tweets covering
8 days
Average age of authors' accounts
7 years
Summarization
Dave Girouard, the CEO of Upstart, a tech company, will be hosting an earnings call to discuss Q4’22 and FY2022 results. Girouard has faced criticism for debating whether Google CEO is a "war time" leader when his own company has been facing issues for months and for not monetizing AI services properly. Critics suggest he should focus on improving the results for Upstart's shareholders. Girouard will also be discussing how the search for answers is different from searching for products and services and how AI can affect monetization.
Topic Modeling
- Earnings of company $UPST
- Launch of chat apps by Google
- CEO Performance of company $UPST
- Monetization of search engines
- AI based products and services
Emotional Analysis
The emotions expressed in these tweets are largely negative. People are expressing disappointment in the performance of Upstart's Q4 and FY2022 earnings, as well as in CEO Dave Girouard's handling of the situation. There is also some confusion and criticism regarding the company's strategies and their ability to compete in the market. There is also some frustration at Girouard for not talking about what he and his company are doing to be involved in the growth and expansion.
Trend Analysis
- Upset Q4’22 and FY2022 earnings, discussion of Google's success with chat apps, and a debate about the Google CEO
- Monetizing AI and data, monthly subscriptions for AI, and related threat to Upstart
- Discussion of Upstart earnings reports and company performance
- Google search, Google Cloud, and impact to pricing
- Participation of Upstart and its Co-Founder & CEO in the growth & expansion of AI
Types of Tweets
Number of Retweets
5
Percentage of total tweets
5%
Number of Original tweets
9
Percentage of total tweets
10%
Number of tweets that contain Mentions
87
Percentage of total tweets
100%
Number of tweets that were Replies
72
Percentage of total tweets
82%
Number of tweets that were Quotes
2
Percentage of total tweets
2%
Number of tweets that contain Hashtags
1
Percentage of total tweets
1%
Top 5 devices used to tweet
| Source | Count |
|---|---|
| Twitter for iPhone | 34 |
| Twitter Web App | 26 |
| Twitter for Android | 25 |
| Twitter for iPad | 2 |
What devices were used to tweet
Top 10 accounts with highest followers count
| Username | Name | Bio | Followers count |
|---|---|---|---|
| om | OM | Partner emeritus @Trueventures I was a reporter once. I write about tech @ https://t.co/bsm7q5FzIT My Tumblr: https://t.co/V3CysXbJnu. Subscribe to my FREE Newsletter: https://t.co/DlJUkufF1R | 1,271,904 |
| value_invest12 | Value Investigator | I invest in great companies with long growth runways trading at reasonable prices. | 21,252 |
| TonyW | Tony Wang | Managing Partner @500GlobalVC. Tech adviser, investor and executive. Previously: operator at @Google @Twitter @Color | 19,154 |
| Upstart | Upstart | Upstart is a leading AI lending marketplace partnering with banks to expand access to affordable credit. | 17,920 |
| paulrobichaux | paulrobichaux | Cajun. Marine. Pilot. Triathlete. Exchange MVP. he / his. Always learning & doing new stuff. Employed by, not speaking for, Keepit. pro@infosec.exchange | 3,866 |
| bsats | befara | jack of a few trades, master of none | 3,112 |
| arhamgrowthcap | Arham | L/S global equities. I study companies of all size and industry to identify lifelong investments. Track record + research on website. Lived in USA, KSA, HK, PAK | 2,517 |
| dbonneville | Douglas Bonneville | Artist, Illustrator, Designer, UXer, Publisher. AI Text & Image Explorer. Blogger at https://t.co/mKUiXvUKRu. | 2,198 |
| Jason_Trice | Jason Trice🚢 | Building my framework brick by 🧱 brick | On a mission to help 1000 investors build their own unique framework | Here to learn and encourage 🙌 | 2,197 |
| JUSTINPUSHAS | JUSTIN PUSHAS | @PUSHASOfficial Co-Founder & CEO — Seamless Infrastructure To Enable Sneaker Resellers To Scale Up & Win 👟🔥 | 1,335 |
Top 10 accounts with highest friends count
| Username | Name | Bio | Followers count |
|---|---|---|---|
| TonyW | Tony Wang | Managing Partner @500GlobalVC. Tech adviser, investor and executive. Previously: operator at @Google @Twitter @Color | 5,285 |
| Upstart | Upstart | Upstart is a leading AI lending marketplace partnering with banks to expand access to affordable credit. | 2,031 |
| om | OM | Partner emeritus @Trueventures I was a reporter once. I write about tech @ https://t.co/bsm7q5FzIT My Tumblr: https://t.co/V3CysXbJnu. Subscribe to my FREE Newsletter: https://t.co/DlJUkufF1R | 1,697 |
| paulrobichaux | paulrobichaux | Cajun. Marine. Pilot. Triathlete. Exchange MVP. he / his. Always learning & doing new stuff. Employed by, not speaking for, Keepit. pro@infosec.exchange | 1,526 |
| ChrisMc59774488 | CM | - | 1,374 |
| JUSTINPUSHAS | JUSTIN PUSHAS | @PUSHASOfficial Co-Founder & CEO — Seamless Infrastructure To Enable Sneaker Resellers To Scale Up & Win 👟🔥 | 1,033 |
| fturriaf | Fred | - | 942 |
| arhamgrowthcap | Arham | L/S global equities. I study companies of all size and industry to identify lifelong investments. Track record + research on website. Lived in USA, KSA, HK, PAK | 911 |
| sv_SR7 | SR7 | Attack the day. Theory is forever. Whatever | 744 |
| permastonks | permastonks | - | 636 |
Most active users
| Username | Bio | Number of tweets |
|---|---|---|
| Veganhippo21 | I mostly talk about growth bio stocks and fintech, derivatives & order flow. I am long on SAVA, UPTS and SOFI. This is NOT financial advice, do your own dd. | 9 |
| teslam80 | - | 8 |
| JimmyWinrar | Founder @GiganticDuckAB | Play @Bombergrounds | Professional shitposter and financial markets expert (as everyone else) | 7 |
| elayavalli | Silicon Engineering, AI/ML, EDA and Semi-custom design solutions. Opinions are my own. | 6 |
| BezosRic | Capital merchant ⚡CEO wrestler, taking over from @danielsloeb1 if he ever gives up!My key focus: 15% CAGR and authentic relationships. | 2 |
| Jason_Trice | Building my framework brick by 🧱 brick | On a mission to help 1000 investors build their own unique framework | Here to learn and encourage 🙌 | 2 |
| pienuthome | Machine Learning dude. Mainly acting as engineer and scientist. Moonlighting as investor. Once an actual PE investor back in those impressionable young years | 2 |
| om | Partner emeritus @Trueventures I was a reporter once. I write about tech @ https://t.co/bsm7q5FzIT My Tumblr: https://t.co/V3CysXbJnu. Subscribe to my FREE Newsletter: https://t.co/DlJUkufF1R | 2 |
| TelosInvestor | Personal Trainer and developing investor. Runner, Student of the Human Body. I like coffee, lots of coffee. aka BFOF Foolio. | 2 |
| manish_sat | Software Engineer, investor and astrologer | 2 |
Tweets per day
Top 10 tweets with highest Retweet count
| ID | Text | Retweet count |
|---|---|---|
| 1625521518418726913 | Tune in today for $UPST Q4’22 and FY2022 earnings with @davegirouard and Sanjay Datta at 4:30pm ET/1:30pm PT. Listen at ➡️ https://t.co/EeQQOERfmY https://t.co/yF0OWlTgdo | 5 |
| 1624681576398262272 | @davegirouard @theallinpod To prove the above you just need to do a Google search for AI based loans. I also saw this @davegirouard, below the ads. I think they partner (or claim to) with Google Cloud, your old pals. A threat? $UPST $AIhttps://t.co/TY0PwzXldk | 1 |
| 1626031434980036609 | @paulrobichaux @davegirouard @benedictevans and 0-38 monetizing anything except contextual ads in search | 1 |
| 1626624561289494534 | @jkeltner @davegirouard @paulxgu @jhuber @Upstart So before I invested in upstart, in fact I took out a personal loan (to test drive the product) from: 1. Upstart 2. Sofi 3. HSBC. And here is the sum, SOFI asked for paystubs, and approved me for max https://t.co/3x5YMr1HaP… https://t.co/HhKnknWBgA | 0 |
| 1624816709470240785 | @elayavalli @davegirouard @theallinpod @chamath Nobody would care if they're doing charitable work, and of course as an avid fan of their work I applaud that. But they're a for-profit company and are competing with Microsoft, hence they get shit for not being first, which they should, considering they pioneered this stuff. | 0 |
| 1624675847167782912 | @davegirouard "Bard"??Yeah, same thought. Worst naming in recent Google history. And that's saying something | 0 |
| 1624786558606770176 | @JimmyWinrar @davegirouard @theallinpod @chamath Once you have something for free, it is very hard to charge for it. Yes some will pay, but that number has to be significant enough to offset the cost of search going 10x. Given the financial engineering they have done on search monetization, I am sure they would have looked at… https://t.co/K9NE9Jw8Ps | 0 |
| 1624806484830715905 | @elayavalli @davegirouard @theallinpod @chamath It's an addition, not a replacement in full. | 0 |
| 1624809151200108544 | @JimmyWinrar @davegirouard @theallinpod @chamath Yes I get that. Still they will need to factor in the 10x cost associated with inference driven search. Problem for google is that when they release a new add on product with a potential reduction in overall margins, market would react negatively. Now they are forced to do it,… https://t.co/p8De9e0vFW | 0 |
| 1624810489963225095 | @elayavalli @davegirouard @theallinpod @chamath Yep, under threat even if the threat itself is diverted. Exactly what Microsoft wants. | 0 |
Top 10 tweets with highest Like count
| ID | Text | Like count |
|---|---|---|
| 1625521518418726913 | Tune in today for $UPST Q4’22 and FY2022 earnings with @davegirouard and Sanjay Datta at 4:30pm ET/1:30pm PT. Listen at ➡️ https://t.co/EeQQOERfmY https://t.co/yF0OWlTgdo | 43 |
| 1625900090136178713 | @davegirouard @benedictevans so far GOOG is 0-7 for successfully launching chat apps so I am not sure this will be that much different. | 5 |
| 1625677413207400449 | $UPST earnings report looks objectively bad in key aspects. Extra disappointing that CEO @davegirouard still took his time to have a side debate abt whether google CEO is "war time" leader or not while his own house been on fire for almost a year. Sad day as a shareholder https://t.co/Q9wXlwK3uq | 4 |
| 1625521954554781697 | @Upstart @davegirouard https://t.co/rDuaJdvQJM | 4 |
| 1624579387709325312 | @davegirouard @theallinpod Dave, the only thing you have to worry about is to present good ER to your share holders. Leave the other comments to people who studied for it. | 3 |
| 1624504900309889024 | @davegirouard @theallinpod Please mind your own company, it's in a trashy level now | 3 |
| 1626031434980036609 | @paulrobichaux @davegirouard @benedictevans and 0-38 monetizing anything except contextual ads in search | 3 |
| 1624564112003936257 | @davegirouard @theallinpod As @chamath mentioned, it boils down to cost per search which will go up by 10x if google incorporates ChatGPT like feature with search. That is probably one reason why they did not come out with a product sooner. They will need something else to compensate for the margin loss,… https://t.co/nVeQ6oehEe | 3 |
| 1624548098633777152 | @davegirouard @theallinpod Right. Same as Upstart - largely un-monetized today. | 2 |
| 1625550445983973377 | @davegirouard @om I wonder if no one has declared war on Upstart, because we seem pretty chill in the past few months with everything else going on | 2 |
Top 3 Languages Used In Tweets
Top 10 Hashtags used
| Hashtag | Count |
|---|---|
| #1 | 1 |
Top 10 Hashtags Used In Tweets
Top 10 mentions
| Mention | Count |
|---|---|
| @davegirouard | 89 |
| @theallinpod | 33 |
| @upstart | 15 |
| @chamath | 15 |
| @elayavalli | 9 |
| @benedictevans | 8 |
| @jimmywinrar | 7 |
| @7amahanti | 4 |
| @7innovator | 4 |
| @om | 4 |
Top 10 mentions
Wordcloud of Tweets
Emojis
Average number of emojis used per tweet
9
Emojis used in tweets
| Emoji | Count | Emoji Text |
|---|---|---|
| 🔥 | 3 | fire |
| ➡️ | 2 | right_arrow |
| ⬇️ | 1 | down_arrow |
| 😆 | 1 | grinning_squinting_face |
| 🤣 | 1 | rolling_on_the_floor_laughing |
Emojis groups
| Emoji Group | Count |
|---|---|
| Symbols | 3 |
| Travel & Places | 3 |
| Smileys & Emotion | 2 |