[squintychino]

> One thing I don't quite understand is how the CEO first claims that only 3% of the user base is using 3rd party apps, and then later claims that "And the opportunity cost of not having those users (3rd part app users) on our platform, on our advertising platform, is really significant"

People lie. It's really that simple. They give no data to back up their statistics, and we're expected to believe it as truth since they are in a position of power.