Amir Efrati knows Silicon Valley as well as any reporter out there, and he’s especially knowledgeable about Google. The former Wall Street Journal reporter helped launch The Information in 2013, where he reports on things like The Cloud with the passion and specificity of a meteorologist — and usually a good bit more accuracy.
So when Efrati, who could probably sketch the Googleplex from memory, says that Google cofounder Larry Page isn’t terribly interested in Twitter (and says it with emphasis), it should trump anything you see in a spreadsheet. It’s disappointing news for Twitter shareholders, who have seen their post-IPO gains pretty much disappear like a Snapchat. Twitter is expensive enough, despite its troubles monetizing, that there aren’t too many buyers who could snatch it up. Google, obviously, is one of them.
“Google will probably buy Twitter.” Google’s recent 10-Q would seem to make it less likely. Also Larry doesn’t give a f–k about Twtr.
— Amir Efrati (@amir) August 5, 2015