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by munk-a
23 days ago
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It's going to be dramatic - it's unclear how much of their DAUs are organic and how much is through their PE usage deals. There's a large amount of organic usage certainly, it's a useful tool, but there are quite a few of the tell tale signs that they have an internal number they want their user acquisition to be at and they're failing to meet that through organic growth. |
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[1] https://imgur.com/a/3zBZ27I