Venkatesh Rao@vgr👀Quote TweetEric Seufert@eric_seufert·Feb 2, 2022I updated my $FB model with today's earnings data and it looks like ATT cost Facebook about $10BN in advertising revenue relative to presumed baseline over the past 2 quarters (caveat: COVID, slowing growth, etc.)Show this thread2:22 AM · Feb 3, 20221 Like