He is explaining that when corporate heads very publicly back deals that involve acquisitions or mergers with entities that have a public investor base, and then also very publicly attempt to or successfully do, withdraw themselves from said deal, it can cause public admonition from said public investor base.
He used the backlash that Elon Musk received from investors when he announced withdrawal from purchasing twitter, as a comparison to the manner in which investors may publicly announce disdain for Ken Patel and Brian Esposito if they were to do the same with PLPL, to explain why they may not want to do that with respect to their business being heavily dependent on public perception of themselves.
I cannot express enough again, how much more important it is to devote your time to carefully reading and deciphering information instead of quickly attacking helpful information or analysis, prior to affording yourself the opportunity to understanding the information or analysis that it is providing to you. Through engagement in the former you will learn so much more and come out a stronger more informed investor.
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