| No, he didn't. P11: > On May 13, Mr. Musk expressed doubts about the accuracy of Twitter's claim in legal filings that <5% of accounts are “bots,” or automated spam accounts that spread propaganda and hurt the experience of real users:' He's repeating Musk's claim here. Recall that Twitter says that 5% of mDAU are potentially spam. That's not the same as accounts. P16: > However there are many millions of active accounts that are not considered “mDAU,” either because they are spam bots, or because Twitter does not believe it «can monetize them. So when Twitter is saying "mDAU generally excludes spam bots", he's indirectly saying that it's correct. P26: > A more meaningful and honest answer to Mr. Musk’s question would be trivial for Twitter to calculate, given that Twitter is already doing a decent job excluding spam bots and other worthless accounts from its calculation of mDAU. But this number is likely to be meaningfully higher than 5%: Quite literally saying here that "<5% of mDAU is spam" is correct! So, yes I have read the whistleblower docs. The disconnect here is that I believe you have not read Twitter's filings, which do not in fact claim that "<5% of accounts are spam" but "<5% of mDAU are spam" (see, e.g., https://sec.report/Document/0001418091-22-000075/). |