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The Network Paradox: How to Short a Social Network
(
bellone.com
)
2 points
by
b_llc
4 hours ago
1 comment
b_llc
4 hours ago
What does Hacker News make of Meta's decision to abandon regional DAU for DAP. This change effectively hides their extreme North American ARPU concentration.
Do you think they intentionally hid the KPI to avoid scaring investors?