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by zaptrem 208 days ago
Not sure where that math is coming from. Assuming it's true, you're ignoring that some users (me) already pay 10X that. Btw according Meta's SEC filings: https://s21.q4cdn.com/399680738/files/doc_financials/2023/q4... they made around $22/month/american user (not even heavy user or affluent iPhone owner) in q3 2023. I assume Google would be higher due to larger marketshare.
1 comments

A banks sell side analyst team, which is quite different.