6 ms·
Agreed on all counts! Except US FB user decline slowing (not instagram, just FB). Add in WhatsApp’s under-monetization and some bullishness on VR and you’ve go
by Evan_Hellmuth 4y ago
Agreed on all counts! Except US FB user decline slowing (not instagram, just FB).
Add in WhatsApp’s under-monetization and some bullishness on VR and you’ve got my investment thesis.
- ahahahahah 4y agoUS FB DAU increased over the last quarter and US FB MAU is at an all-time high, I don't think there's even a "decline" to be slowing.