13 > Poison Pill

As they had during the Elliott challenge, Twitter’s board enlisted their bankers at Goldman Sachs to mount a defense. If Musk truly intended to snatch the social media company out of their control, he had two options for doing so. He could bring an offer to the board for them to review, and they could choose to accept if the price was right. Or he could stage a tender offer, naming his price per share and inviting Twitter’s current shareholders to sell off their stock to him. The latter option was riskier for both Musk and the board. A public tender offer could throw Twitter’s stock into seizure, with wildly fluctuating prices as the market tried to bet on the deal and its probability of closing. Musk would have to make more disclosures to the SEC and they would govern the process—inviting his most despised regulator to take a magnifying glass to his plans. And for the board, it would rip control out of their hands. Musk could name any price, bash the company in any way, and create chaos at every turn.

Popularized during the bull market of the 1960s, tender offers became the weapon of choice for hostile buyers as they laid siege to vulnerable companies. A bidder would announce their intentions by placing an ad known as a tombstone in a national newspaper. In the ad, the bidder would name their price, which was usually higher than the stock’s market value, to entice shareholders into selling. A purchase offer would also be mailed to a company’s stockholders, informing them of the opportunity to sell. Such bids often came against a company’s board’s wishes, but shareholders sometimes saw the chance to make some quick money, and they took the bait.

As opposed to a tender offer, a direct offer from Musk was theoretically more appealing for both the billionaire and the board. Musk would face fewer regulatory hoops, and the board could negotiate. Its members could set terms for the deal and attempt to rein in Musk until the transaction could close.

Prolonged negotiations could also buy Twitter’s board more time. As they had during Elliott’s attack, board members could shop for friendlier investors and explore a sale to a more stable buyer. But in order to put the company up for sale, they needed to decide what Twitter was worth. Its bankers at Goldman Sachs set about developing financial models to determine a reasonable price.

By the next day, Taylor wanted to move on from the board seat offer. Musk was a pain in the ass, and there was no sense in keeping someone on the board who didn’t want to be there. Moreover, he and Agrawal were now sitting on information that was inherently material to Twitter’s stock and its shareholders. If Musk wanted out, they would have to formally tell the SEC. And they would have to disclose his apparent overture to buy the company.

“Acknowledging your text with Parag yesterday that you are declining to join the board. This will be reflected in our 8-K tomorrow. I’ve asked our team to share a draft with your family office today,” Taylor wrote to Musk, using a term for an SEC financial filing that Twitter was obligated to share with the public whenever major changes occurred at the company. “I’m looking forward to speaking today.”

It took nearly two hours for the billionaire to respond.

“Sounds good,” he wrote. “It is better, in my opinion, to take Twitter private, restructure and return to the public markets once that is done. That was also Jack’s view when I talked to him.”

Again, Taylor was blindsided by conversations that a sitting Twitter board member had been having with a loud public critic and potential bidder. Musk kept mentioning his private conversations with Dorsey as justification for his takeover. Why was Dorsey encouraging him?

Taylor thought the board might have time to round up other potential buyers and set off an auction. But Musk moved with characteristic swiftness—and uncharacteristic silence. He kept as quiet as possible for three days, leaving Agrawal, Taylor, and the rest of the board guessing at his next moves. His Twitter account, an expression of Musk’s id and a typically reliable barometer for what he was feeling, remained relatively inactive. His only tweet during the period came on the evening of Sunday, April 10. It was a single emoji of a blushing face with a hand over its mouth. (The post was later deleted.)

On Wednesday, Musk flew from Hawaii to Vancouver for the TED Conference, the annual confab where willing people gave inspirational talks in front of rich people under the motto “ideas worth spreading.” Agrawal crossed paths with him in the air as he headed to Hawaii for some time off with his family. Musk left one girlfriend, Bassett, for another, as Boucher joined him in Canada and used the opportunity to take their son, X, to visit her grandparents in a nearby town. But Musk didn’t join them. Instead, he worked with Birchall from room 1001 at the five-star Shangri-La, hammering out an offer for Twitter.

It was an unusual transaction for Musk. The billionaire and his companies were not known as big spenders. SpaceX rarely made acquisitions, and Tesla had completed only about a dozen deals in its lifetime, the most notable being its $2.6 billion acquisition of solar energy company SolarCity in 2016. Even that transaction was highly suspect. Musk had been SolarCity’s chairman, and it was speculated that he had approved the deal to bail out a floundering company founded by his two cousins, Peter and Lyndon Rive. Acquisitions typically went against Musk’s ethos. He sought to run his companies as efficiently and cheaply as possible, and usually pushed Tesla and SpaceX to find in-house solutions rather than purchase other firms.

Even taking into account the handful of deals he’d orchestrated at Tesla and SpaceX, Musk’s push for Twitter simply had no comparison. He wasn’t buying the social network to glom it on to an existing company. He wanted it for himself. If there was any precedent, it was Jeff Bezos’s $250 million purchase of The Washington Post in 2013, widely perceived as a goodwill project to save one of the great institutions of American journalism. Musk buying Twitter was more than two orders of magnitude larger than that deal, and would give him control over one of the most trafficked and influential sites of the modern internet.

That Wednesday afternoon, Musk broke his monastic silence and texted Taylor. Musk typically made decisions impulsively and enjoyed stepping on the occasional rake, but this time he carefully chose his words. His message seemed to have been vetted by advisers, with a tone that was far too formal to have been tapped out by his own thumbs. Immediately, Taylor understood that Musk was completely serious about going hostile.

“After several days of deliberation—this is obviously a matter of serious gravity—I have decided to move forward with taking Twitter private,” Musk wrote. “I will send you an offer letter tonight, which will be public in the morning. Happy to connect you with my team if you have any questions. Thanks, Elon.”

The two executives had a tense phone call after Musk sent the message. Musk was cold and blunt. He would not tolerate any negotiations, he told Taylor.

“I am not playing the back-and-forth game,” Musk said. “I have moved straight to the end.” His offer would be firm and final, he said.

If the deal didn’t work, Musk said he would consider unloading his Twitter stake, potentially sending the stock’s price spiraling downward. “This isn’t a threat,” Musk said. He simply had no confidence in Agrawal, and the investment was junk if he couldn’t call the shots and make changes as he saw fit.

Taylor played it cool. “Send the offer,” he told Musk. Twitter would give it a fair consideration and get back to him. That was all Taylor could commit to, and he refused to be sucked into a debate about the qualifications of current management. They ended the call with Musk directing any further questions to Birchall.

Musk had tapped Birchall’s network of Morgan Stanley bankers, and they had rallied to meet his demand for a quick acquisition of the social media company. For such a complex transaction, Musk’s letter, which was sent that evening, was shockingly brief, a mere 145 words. It was also a radical departure from the belated disclosure Musk filed with the SEC announcing his investment, in which he declared that he would remain a passive shareholder, not using his stake to sway the company. Everything had changed.

Bret Taylor

Chairman of the Board,

I invested in Twitter as I believe in its potential to be the platform for free speech around the globe, and I believe free speech is a societal imperative for a functioning democracy.

However, since making my investment I now realize the company will neither thrive nor serve this societal imperative in its current form. Twitter needs to be transformed as a private company.

As a result, I am offering to buy 100% of Twitter for $54.20 per share in cash, a 54% premium over the day before I began investing in Twitter and a 38% premium over the day before my investment was publicly announced. My offer is my best and final offer and if it is not accepted, I would need to reconsider my position as a shareholder.

Twitter has extraordinary potential. I will unlock it.

The letter was serious, but had a callback to Muskian lore. The price, $54.20, was a pothead reference and a callback to his 2018 attempt to take Tesla private. It would value Twitter at about $44 billion. Musk shared a laugh with Birchall over the weed reference, before settling in for the night with Boucher.

At 4:23 a.m. while hanging with the pop singer in his Vancouver hotel room, he tweeted a link to an SEC filing.

“I made an offer,” Musk wrote.