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It's not some subtle sleight of hand, the number of bots on twitter is not what is claimed in the legally required filings. We can argue till the cows come home
by SilverBirch 4y ago
It's not some subtle sleight of hand, the number of bots on twitter is not what is claimed in the legally required filings. We can argue till the cows come home about how many bots they are, but it's not relevant to the legal wranglings that are going on around Musk buying twitter. Musk is saying "The bot number is higher than you're saying" and Agrawal is saying "I've never made any claim on the bot number", and Musk might be right that there are lots of bots, but if he is right, it just highlights how dumb it was to make an unsolicited bid to buy the company with no due diligence.
And this isn't just some arbitrary thing that Agrawal has made up either, there's one very specific reason why you would care about mDAUs not bots. mDAUs are the number of people you can advertise to, and Twitter's revenue is advertising. It's like saying Twitter has an army of 10,000 cats in it's basement. It might be true, but it's not relevant to the value of the business.