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Chronicles

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Sources: at an all-hands, Twitter's top lawyer Vijaya Gadde said there is “no such thing as a deal being on hold” and execs said Musk's deal is moving forward

even as the Tesla founder tries to weasel out of the deal. https://www.thedailybeast.com/ ... Tero Kuittinen / @teroterotero : What is the vibe going to be when Elon walks to the first meeting with Twitter executives after he has been forced to buy the company? I'm guessing there will be no Entemann's mini donuts. https://twitter.com/... @nameshiv : been wondering why Musk has been melting down today and turns out he's now lost like 1/3rd of his wealth since he started this fiasco of a takeover and it's now almost certain that he will never own Twitter because he simply cannot afford it Casey Newton / @caseynewton : Original sources just walked this back to me, saying champagne *was not* popped. So sorry about that. 😞 But they report that morale is higher than it has been at any point since deal was announced. Kurt Wagner / @kurtwagner8 : Employees seem pleased! https://twitter.com/... @cesarvargas365 : A sigh of relief for all my friends at Twitter. This shit was stressing me out as well. Jdjrjrdhfurjr https://twitter.com/... James Ball / @jamesrbuk : This could get spicy 👀 https://twitter.com/... @carnage4life : Congrats to all of the Twitter shareholders especially employees who are about to be gloriously overpaid for their Twitter stock. https://twitter.com/... Emma Kinery / @emmakinery : Twitter's top lawyer and head of policy Vijaya Gadde: “no such thing as a deal being on hold” https://twitter.com/... Emma Kinery / @emmakinery : Twitter executives tell staff the company's deal with Elon Musk is not “on hold” as Musk claimed and moving forward as planned, say they won't renegotiate the takeover price https://www.bloomberg.com/... Ari Levy / @levynews : Wait wait wait.. you mean Elon doesn't get to make the rules? https://www.bloomberg.com/... Will Oremus / @willoremus : Elon's campaign to publicly troll and preemptively alienate the entire workforce of the company he's trying to buy was a bold strategy, Cotton. Let's see if it pays off for him. https://twitter.com/... Kurt Wagner / @kurtwagner8 : NEW: Twitter's @vijaya told employees today at an all-hands that there is “no such thing as a deal being on hold” - and also that Twitter won't renegotiate its sales price with Elon Musk $TWTR @mikeisaac : one thing i found interesting: execs answering questions about enforcement of the deal kept hammering the “specific performance clause” of the contract meaning there is an apparent willingness to take Elon to court if it comes to that definition below: https://www.nytimes.com/... https://twitter.com/... @fmanjoo : they're all twitter shareholders and they're getting (maybe!) a windfall from the world's richest man who's been taunting them for weeks, it's gotta feel like catharsis https://twitter.com/...

Bloomberg

Context & Ripple Effects

Twitter’s leadership is countering Musk’s public attempt to characterize the acquisition as paused, after he had floated a lower purchase price and Twitter’s CEO had detailed the company’s method for measuring spam accounts. Gadde had already been managing employee concerns about how ownership by Musk could change the company.

First-order effects

  • Twitter staff are being told to plan around the signed acquisition proceeding, rather than around Musk’s public statements about a pause.
  • Musk faces a clearer enforcement stance from Twitter: executives are pointing to the contract’s specific-performance provision as leverage to compel closing.

Second-order effects

  • Musk’s push for a price change and Twitter’s defense of its spam-account measurement become central bargaining and litigation positions, rather than merely public-relations disputes.
  • Twitter management must simultaneously preserve employee confidence and prepare for a contested closing, complicating decisions about staffing, moderation, and operations that Musk later discussed with employees.

Third-order effects

  • The episode illustrates how a buyer’s public objections can shift a signed acquisition from a financing event into a contract-enforcement contest, with disclosure claims and closing terms becoming negotiating leverage.
  • If this pattern persists in high-profile takeovers, target boards will place greater weight on provisions that preserve their ability to force completion when a buyer seeks to reopen agreed terms.

The trend: Musk’s Twitter pursuit is becoming a test of how strongly signed takeover agreements constrain buyers who seek to renegotiate after announcing a deal.

Discussion

  • @caseynewton Casey Newton on x
    At a Twitter all-hands right now, execs told employees that they are not open to renegotiating the purchase price with Elon Musk. I'm told that champagne was popped in the New York office.
  • @kurtwagner8 Kurt Wagner on x
    Another interesting bit from today's meeting: @vijaya talked about whether the company might try and legally force Musk to hold up his end of the deal. Said it would be “pretty rare” for it to get that far, but certainly not out of the question... https://www.bloomberg.com/... ht…
  • @moorehn Heidi N. Moore on x
    Twitter's top lawyer is right: There is no such thing as a deal being “on hold.” https://www.bloomberg.com/... https://twitter.com/...
  • @karoli @karoli on x
    Maybe I'll revive my Twitter Blue account after all. https://twitter.com/...
  • @clarajeffery Clara Jeffery on x
    Remember that they, too, had been asked for comment YESTERDAY from the Insider re the sexual harassment story that broke before this meeting. https://twitter.com/...
  • @mrinaldesai Mrinal Des.ai on x
    So who is the ceo of twitter again? https://twitter.com/...
  • @goldman Jason Goldman on x
    Twitter's original founding team was like 40% anarchists or something. So “world's richest man forced to buy company at a ruinous price” would be an amazing finale. https://twitter.com/...
  • @rmfifthcircuit Raffi Melkonian on x
    The chance that all of this ends up in litigation just going up and up. Court watchers will delight. https://twitter.com/...
  • @carnage4life @carnage4life on x
    Did the agents from Men in Black wipe away his memory of offering to buy Twitter to get rid of all of the bots? https://twitter.com/...
  • @justinbaragona Justin Baragona on x
    NEW from @Noah_Kirsch and me Twitter executives told employees today in an all-hands company meeting that they would not renegotiate the price of Elon Musk's takeover bid — even as the Tesla founder tries to weasel out of the deal. https://www.thedailybeast.com/ ...
  • @teroterotero Tero Kuittinen on x
    What is the vibe going to be when Elon walks to the first meeting with Twitter executives after he has been forced to buy the company? I'm guessing there will be no Entemann's mini donuts. https://twitter.com/...
  • @nameshiv @nameshiv on x
    been wondering why Musk has been melting down today and turns out he's now lost like 1/3rd of his wealth since he started this fiasco of a takeover and it's now almost certain that he will never own Twitter because he simply cannot afford it
  • @caseynewton Casey Newton on x
    Original sources just walked this back to me, saying champagne *was not* popped. So sorry about that. 😞 But they report that morale is higher than it has been at any point since deal was announced.
  • @kurtwagner8 Kurt Wagner on x
    Employees seem pleased! https://twitter.com/...
  • @cesarvargas365 @cesarvargas365 on x
    A sigh of relief for all my friends at Twitter. This shit was stressing me out as well. Jdjrjrdhfurjr https://twitter.com/...
  • @jamesrbuk James Ball on x
    This could get spicy 👀 https://twitter.com/...
  • @carnage4life @carnage4life on x
    Congrats to all of the Twitter shareholders especially employees who are about to be gloriously overpaid for their Twitter stock. https://twitter.com/...
  • @emmakinery Emma Kinery on x
    Twitter's top lawyer and head of policy Vijaya Gadde: “no such thing as a deal being on hold” https://twitter.com/...
  • @emmakinery Emma Kinery on x
    Twitter executives tell staff the company's deal with Elon Musk is not “on hold” as Musk claimed and moving forward as planned, say they won't renegotiate the takeover price https://www.bloomberg.com/...
  • @levynews Ari Levy on x
    Wait wait wait.. you mean Elon doesn't get to make the rules? https://www.bloomberg.com/...
  • @willoremus Will Oremus on x
    Elon's campaign to publicly troll and preemptively alienate the entire workforce of the company he's trying to buy was a bold strategy, Cotton. Let's see if it pays off for him. https://twitter.com/...
  • @kurtwagner8 Kurt Wagner on x
    NEW: Twitter's @vijaya told employees today at an all-hands that there is “no such thing as a deal being on hold” - and also that Twitter won't renegotiate its sales price with Elon Musk $TWTR
  • @mikeisaac @mikeisaac on x
    one thing i found interesting: execs answering questions about enforcement of the deal kept hammering the “specific performance clause” of the contract meaning there is an apparent willingness to take Elon to court if it comes to that definition below: https://www.nytimes.com/...…
  • @fmanjoo @fmanjoo on x
    they're all twitter shareholders and they're getting (maybe!) a windfall from the world's richest man who's been taunting them for weeks, it's gotta feel like catharsis https://twitter.com/...