> This is objectively false, he misread Twitter's quarterly statements...
Whether it's objectively true or false is irrelevant. What I said was it changed his view of the company's value which resulted in him acknowledging that his estimation of Twitter's worth had dropped.
And while I don't disagree that Musk had a different interpretation of mDAU than Twitter did, I don't sign onto the assertion that how 2022 Twitter's view of the world is anything like objective. These numbers have been considered controversial and suspicious long before Musk's interest in Twitter.[0] Twitter had a history of dodgy numbers.[1] And there was substantial evidence that Twitter was turning a blind eye to bot traffic in their mDAU analyses.[2]
Whether it's objectively true or false is irrelevant. What I said was it changed his view of the company's value which resulted in him acknowledging that his estimation of Twitter's worth had dropped.
And while I don't disagree that Musk had a different interpretation of mDAU than Twitter did, I don't sign onto the assertion that how 2022 Twitter's view of the world is anything like objective. These numbers have been considered controversial and suspicious long before Musk's interest in Twitter.[0] Twitter had a history of dodgy numbers.[1] And there was substantial evidence that Twitter was turning a blind eye to bot traffic in their mDAU analyses.[2]
[0] https://venturebeat.com/business/twitter-is-slowly-perfectin... (From 2019)
[1] https://www.theverge.com/2022/4/28/23046170/twitter-miscount...
[2] https://www.theverge.com/2022/8/24/23320461/twitter-mdau-mud...