Yeah, we're not buying that story anymore.
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US Meta can definitely support itself at it's current size without EU Meta.
It's still way more popular than any Meta or US app for that matter, is right now.
Remove that. Recognize they can’t compete in #2 (China).
Then how can you justify their current scale?
What do you mean by more popular than any meta or us app? WhatsApp has 2b monthly active users, where as TikTok has little more than 1b.
More important than user count is user economic purchasing power.
Yeah, we're not buying that story anymore.