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What I don't fully subscribe to here is the statement on Stratechery that:

>and given that some of Twitter’s most hard core users use third-party Twitter clients, and thus aren’t monetizable, the revenue per addicted daily active user is even lower

I don't see how this must be true going forward, either by having a standard cost for open access to the API or through inclusion of twitter ads and metrics in the endpoint streams.

As pointed out they are just in the middle of re-opening the API developer ecosystem & it would be a shame to have this reversed by activist investors for the second time.



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