I'LL SAY THIS. BECAUSE OUR AD UNIT IS CONTENT FIRST, THE ADVERTISER TWEETS IT OUT ORGANICALLY TO THEIR OWN FOLLOWERS. IT GOES OUT FOR FREE TO THEIR FOLLOWERS AND THEN THEY CAN MAKE IT AN AD. THEY'RE PARTICULARLY RESILIENT TO BEING, FRANKLY, SPAMMY ADS. BECAUSE THEY DON'T WANT TO SEND SOMETHING ANNOYING OR INTERRUPTIVE TO THEIR OWN USERS. SO THE FACT THAT IT IS CONTENT FIRST AND THEN MADE INTO AN AD, MAKES, I THINK, OUR PLATFORM PARTICULARLY RESILIENT AND SUITABLE TO THE MOBILE ADVERTISING PLATFORMAre you going to take it at face value? I'm not. First of all, "I'll say this" is another way of saying, "Jim, I don't have a good and/or direct answer for your question, so ... I'll say this." Second, Dorsey says Twitter wasn't thinking IPO and, poof, a few months later the company had to go public before the end of the year to preserve "secret filing" status. Things must move faster in Silicon Valley than this laid back Southern Californian (that's me) thought. Third, "I'll say this" went from wanting a "low profile" IPO to accompanying an entourage onto the NYSE floor Thursday morning. If it was so important to fly under the radar, why didn't he stay in San Francisco? I'm not sure if that would have been unprecedented, but it was certainly possible. These Silicon Valley dudes are rule breakers anyway, aren't they?
(Caps preserved from original CNBC interview transcript).