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I won’t say that isn’t relevant; when you’re building a coalition you don’t say no to allies. But it was a cherry on top of a well-baked pie. Not a foundational motivation.



True, but I'd say that in this area (vs. manufacturing where tariffs can be applied), it's more taboo/embarrassing to admit how dominated Instagram was. Reels is the cheap knockoff of the genuine article.


> it's more taboo/embarrassing to admit how dominated Instagram was

Where? Stockholders have been vocally livid about it.




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