This whole thing is extremely dumb for at least three reasons:
1. Musk is talking about percent of daily active users that are bots, but Twitter's SEC filings refer to the percent of monetizable users that are bots, i.e., users that actually get shown ads. There is no way for Elon to produce a comparable figure from the firehose data
2. Even if he could, the firehose doesn't contain the sort of PII you would need to determine whether a user be a bot.
3. But even if it did, none of this matters. He can get out of the deal only if he proves the error would cause a material adverse effect on the company, which is an extremely high bar that is basically never met and would certainly not be met due to an erroneous estimate in a SEC filing.
1. Musk is talking about percent of daily active users that are bots, but Twitter's SEC filings refer to the percent of monetizable users that are bots, i.e., users that actually get shown ads. There is no way for Elon to produce a comparable figure from the firehose data
2. Even if he could, the firehose doesn't contain the sort of PII you would need to determine whether a user be a bot.
3. But even if it did, none of this matters. He can get out of the deal only if he proves the error would cause a material adverse effect on the company, which is an extremely high bar that is basically never met and would certainly not be met due to an erroneous estimate in a SEC filing.