Yes, Google Should Buy Twitter

April 3, 2009   

I agree wholeheartedly with this post by Henry Blodget, suggesting that Google should buy Twitter. He says nearly everything I'd say. I'll only add that:

1. My "Twitter + payments" thesis would flourish at Google, and help Google Checkout compete against Paypal.

2. Google's biggest asset is searching all of the history of the web; their achillies heel in search (if they have one) is most likely the "real time" element that Twitter provides and is land-grabbing right now.

3. I don't think Twitter would sell for only $1 billion. After a first quarter of 2009 as good as theirs, they are going to over value themselves, and if $1 billion makes sense to Henry -- even though they've more than tripled in size after receiving an offer half the size -- then their strike point in this deal is likely much closer to $2 billion.

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