with 1 Billion total users, their user growth would likely be constrained, even in the best case scenario, f they get half of the world population, that's only at most a 300% growth. Limited upside.
With 1 Billion users, even if we generously assume only 15% of those are bots / duplicates, thats about 850million users. If we were to then further assume that 65% of those users are actually adults, that's about 550million. Then we gotta subtract users with little to no purchasing power, especially in poor and rural countries, that's probably at least 60+% of the remaining users so that's about 221million users left with meaningful purchasing power for Meta to milk.
META have a market cap of about 600billion. That's about $2,714USD per users with the premised users with meaningful purchasing power. Do you think data, which users give out like candies to multiple entities, is really worth that much?
Would you pay $3K USD per user data of free apps?
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