Chris Sacca, one of Twitter’s largest shareholders, thinks there are a lot of big companies interested in buying Twitter.
Speaking with Emily Chang at Bloomberg, he said, “I think Google would love to buy Twitter.”
And if Google wants Twitter, then Sacca says Mark Zuckerberg at Facebook would “not let Twitter go to Google without putting in a bid, there is just no way.”
Sacca says Zuckerberg thinks Twitter is blowing it.
“[Zuckerberg’s] perception that Twitter is not doing everything they could has not changed,” says Sacca. “And so he would love the opportunity to own it and to improve some of those things.”
And if Facebook and Google are interested, you can bet Microsoft would be interested, he says. Microsoft CEO Satya Nadella has used Twitter for a while, and he has negotiated deals with Twitter.
Alibaba might interested, too.
What about Apple?
“I don’t think Apple cares.”
While it may be easy to interpret these comments as Sacca trying to drum up sales interest in the company to enrich himself, he makes it clear that he does not think Twitter should sell. He says, “there is literally unlimited potential at what they can build.” He thinks the stock can go to the “90s”. It currently trades in the 30s.
The backdrop for these comments is that Sacca has lately been airing his criticisms of Twitter, and his view of how the company can get user growth cranking. He’s detailed a number of product improvements he’d like to see.
For a long time, Sacca was seen as an ally of Twitter management. Presumably, now that he’s publicly talking about how the product needs to improve, and who should buy it, management is not as keen on Sacca.
Watch Sacca here: