部分对话内容是围绕当前Twitter的估值，主要依据是非公开市场的交易员观点。我在节目中提到，最近的出售价格显示Twitter估值已接近100亿美元，而美国投资基金GSV Capital (GSVC)最近对其所持Twitter股票的估值也使得Twitter总估值达到了98亿美元。此后，我又从一位二级市场消息人士那里得知，有些Twitter股票的易手价格已使得Twitter的总估值接近105亿美元。
It was #TwitterRevolution at CNBC yesterday, due to the premier of @CarlQuintanilla's documentary on the micro-messaging service. And I was briefly involved in the pre-game, prognosticating about a Twitter IPO.
Part of the conversation was about Twitter's current value, which is largely in the eye of private market traders. On air I mentioned that recent sales had come in at close to $10 billion, while GSV Capital (GSVC) most recently had marked its Twitter shares at $9.8 billion. Since then, I've also received word from a secondary market source that some Twitter stock had changed hands at around a $10.5 billion valuation.
None of this, of course, necessarily means anything for Twitter's ultimate market cap. Companies are under no obligation to mark their public price above private trades. But it makes for good speculation as we wait for CEO Dick Costolo to pull the inevitable trigger.