4 ms·

Indeed, and I think 5% bots in the DAU and MAU numbers is very conservative. I used to work in this space a decade ago and specifically looked at Twitter and ou

• vehementi 4y ago
  Disagree. Twitter takes "monetizable daily active users", defined as logged in users that are triggering ad views. Not users who post, or anything like that. Just users logged in. They pegged it at under 5%. They also included giant fucking disclaimers in the SEC filings that the real number could be higher. The random groups that have tried to measure bots, have measured 9-20% of *users who posted recently* as bots. We know that most users are lurkers by like a factor of 10x, I take this as strong support of twitter's <5% mDAU number. Those independent estimators wouldn't even know how many twitter counts as monetizable. Remember that their number is about percent of users causing revenue that are bots. Not amount of fake discourse, etc. The whole "but the bot percent!" is just distraction. Musk is trying to get out of the deal, or at least pay a shitload less, after noticing that the markup he's paying has grown by like $9 billion.
  • rdtwo 4y ago
    It’s a huge L to close the deal. Hes better off dragging it out and taking the stock down with it