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Twitter says Musk’s spam analysis used tool that called his own account a bot

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Re: Twitter says Musk’s spam analysis used tool that called his own account a bot

#221
post #105

Imagine this whole ordeal playing out on a house that was not listed for sale. The buyer starts harassing the homeowner to sell to them, they say no, so he buys up the mortgage lender and tries to force a sale. His antics are hurting the home's value so you relent to selling and give him an as-is sale contract, which he signs and gives you 24 hrs to respond or he will try to force a sale. All the while, this is of co…

Well this analogy leaves out Twitter censorship, which makes Twitter unlikeable.

Re: Twitter says Musk’s spam analysis used tool that called his own account a bot

#222
post #180

Earlier quoted context omitted.

>They repeatedly demonstrate that they are a company of bullies, with how they ban people from their service that don't conform to the left orthodoxy. So the manner in which they conduct their private business, which is well within the rule of law, makes them ineligible for protection from those violating securities and contract law?

I said that I don't feel sorry for Twitter. The law should apply without consideration of political ideology.

What law are you talking about? The first amendment? It doesn't apply to private actors. Not only does it not apply to nongovernmental entities, it SHOULD NOT apply to them. To do so would be government compelled speach.

Re: Twitter says Musk’s spam analysis used tool that called his own account a bot

#223
post #151
post #14

Earlier quoted context omitted.

> I still can't get over the banana-pants insanity of the first count As someone who's unfamiliar with this, could you explain what's banana-pants insane about a company inflating their hard-to-discover numbers, for profit? I thought that was, unfortunately, banana-pants standard? For example, the fiction that is Twitter or Reddit's user count.

There's a whole assumption that bots are a net negative to the platforms value besides any arguments over how many of them there are. As a human, it's annoying to get get a reply notification only to discover it was bot spam, but from the platform perspective that bot just created user activity and content for you for free. I have a theory that the most embarrassing thing to come out of this might be that Twitter doe…

If there are too many bot activities, user may completely turn off notifications and reduce the usage.

Re: Twitter says Musk’s spam analysis used tool that called his own account a bot

#224
post #105

Imagine this whole ordeal playing out on a house that was not listed for sale. The buyer starts harassing the homeowner to sell to them, they say no, so he buys up the mortgage lender and tries to force a sale. His antics are hurting the home's value so you relent to selling and give him an as-is sale contract, which he signs and gives you 24 hrs to respond or he will try to force a sale. All the while, this is of co…

Except this is not a house. It’s a public company. And a lot of people own a piece of that company. And a lot of them were unhappy about how Twitter’s leadership was running things.

I honestly don’t care, I’m not on either side. But this was not a house sale, and Musk wasn’t a crazy dude approaching a home owner. He had a lot of support from shareholders since day 1.

Re: Twitter says Musk’s spam analysis used tool that called his own account a bot

#225
post #205

Earlier quoted context omitted.

Oh it's definitely not about a billion dollars. He'd pay that out in an instant if he could. The contract he signed and the law itself is not on his side, he may yet slither out of his commitments, but Twitter would never settle for a mere $1B when they've lost so much more in value due to him.

Twitter hasn't lost anything due to him? Their share price would likely be lower if not for his dumb shenanigans. The contract is pretty clear that he can walk away for $1B, which is a lot of money.

That's not what the contract says. The $1B breakup was only if bank financing fell through, which it did and has not. The banks are still bound by their commitment letters to provide the required financing, and it doesn't look too plausible they could back out of those contracts.

Levine covered it well here:

https://www.bloomberg.com/opinion/articles/2022-07-09/elon-s...

Re: Twitter says Musk’s spam analysis used tool that called his own account a bot

#226

Earlier quoted context omitted.

He could lose a lot more than a billion. He could lose the entire amount he pledged.

Possibly. But it seem unlikely. The deal explicitly says he can back out for a billion dollars.

No it doesn't say that, it says that if his third party funding falls through then he's on the hook for a billion dollars instead of buying the company.

There's nothing in the contract about a billion dollars fee for any other reason of the sale not going through.

Of course, a judge could choose to take that number as the amount to punish with, but it's not a price Musk can just choose to pay to get out of the deal.

Re: Twitter says Musk’s spam analysis used tool that called his own account a bot

#227

Earlier quoted context omitted.

Do you mean he only recently got overconfident? Just a reminder that he already got fined $40 million for his "going private at 420" joke.

The private at 420 thing was absolutely worth $40 million. It helped elevate Tesla to the meme stock stratosphere even more than they already were. His Twitter antics turned a 200 billion dollar company into a trillion dollar one.

> It helped elevate Tesla to the meme stock stratosphere even more than they already were. His Twitter antics turned a 200 billion dollar company into a trillion dollar one

Zoom out! Everybody loved GagnamStyle and Baby Shark too, but they are not getting on radio and people would be indifferent to the disappearence of the artist who made those songs.

MarketCap is a flawed measure for tons of reasons (in my opinion FCF is king) but if you want to use such flawed measure then time spent in the S&P500 would be a meaningful way to go about it.

Tesla has been in the SP500 for how long? 1.5 years?

If JPMorgan went bankrupt tomorrow you'd see people literally in the streets crying (for a whole bunch of reasons both at the macro and micro level) much like when Michael Jackson died. If Tesla went bankrupt tomorrow it would be like if PSY of GagnamStyle fame died, a bunch of hardcore devote followers would mourn but the world would move on pretty quickly.

Re: Twitter says Musk’s spam analysis used tool that called his own account a bot

#229

Earlier quoted context omitted.

He could lose a lot more than a billion. He could lose the entire amount he pledged.

Possibly. But it seem unlikely. The deal explicitly says he can back out for a billion dollars.

That is not a backout clause but protection against the deal not getting necessary approval.

Re: Twitter says Musk’s spam analysis used tool that called his own account a bot

#230

Earlier quoted context omitted.

Quoted post unavailable.

> allows some opinions while banning others Me: Holy shit! You were censored for wanting lower taxes? Con: LOL no...no not those views Me: So....deregulation? Con: Haha no not those views either Me: Which views, exactly? Con: Oh, you know the ones https://twitter.com/ndrew_lawrence/status/105039166355267174...

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