> 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]