Topic: Facebook Ipo

A prediction is made that Facebook's stock will fall to $17 per share following its IPO. The hosts characterize Mark Zuckerberg's marriage shortly after the IPO as a calculated PR move to distract the public from the company's poor stock performance.

The PBS Frontline documentary "The Facebook Dilemma" is analyzed, focusing on Sheryl Sandberg's role in shifting the company's business model toward aggressive data collection. Before the 2012 IPO, Sandberg reportedly pushed for experimenting with user data to reverse flattening revenue. The hosts note Sandberg's background at Google and the U.S. Treasury as evidence of her "deep state" connections.

The Facebook IPO is characterized as a massive failure for underwriters like Morgan Stanley, who had to support the stock price on its first day of trading. The hosts suggest Mark Zuckerberg's sudden marriage was a calculated move to change the news cycle away from the disappointing market debut.

The upcoming Facebook IPO is analyzed amidst news that General Motors has pulled its advertising from the platform. Speculation suggests that negative press regarding advertising effectiveness may be a strategy to lower the initial pricing band, benefiting underwriters. The long-term value of "likes" is questioned, with comparisons made to the 1999 dot-com bubble where paper wealth often vanished before it could be liquidated.

A "crackpot" theory suggests that Mark Zuckerberg's real name is Jacob Greenberg and that he has ties to the Rockefeller family. The hosts discuss the upcoming Facebook IPO and speculate that recent market volatility, including the JPMorgan loss, may be timed to affect the social media giant's public debut. Zuckerberg is characterized as a potential front for intelligence and banking interests.

In the recorded meeting, John Walker confronts Goldman Sachs about receiving a pitch for the Facebook IPO that included threats of criminal penalties for disclosure. Despite Walker's explicit instructions to avoid equities and high-risk investments, the bank's "investment professionals" claimed they were exercising discretion in presenting the offer.

Skepticism regarding the Facebook IPO focuses on the company's actual advertising revenue versus income from Zynga. Additionally, a dispute over the use of the word "gazillions" in a PC Magazine column highlights the tensions between professional writers and editorial staff who may insert informal language into technical articles.

Facebook experienced significant technical issues after pushing code on a Friday, breaking the JavaScript API for "Like" buttons and third-party logins across millions of websites. Analysis of the Facebook S-1 filing suggests reported revenue figures are misleading, with a significant portion derived from stock sales and a 30% cut from Zynga. The company also utilizes off-book transactions for infrastructure leasing and revolving lines of credit to manage costs.

The segment covers the news of Julian Assange's pending extradition to Sweden. It also discusses a "dirty tricks" campaign against the film "The King's Speech," involving reports that the movie was filmed on the same set used for a gay adult film, which the hosts link to Oscar season maneuvering.

The Social Network's success at the Golden Globes is linked to a perceived effort by Goldman Sachs to inflate Facebook's IPO valuation. The discussion highlights a $50 billion valuation backed by Russian investment and notes the awkward behavior of director David Fincher and the cast during the awards ceremony.