And, to be clear, Zatko’s complaint doesn’t agree with Musk’s. The narrow issue in the Musk/Twitter dispute is whether Twitter has been lying in its securities filings when it says that it estimates that fewer than 5% of its “monetizable daily active users” are spam or bot accounts. And Zatko is pretty unambiguous that, no, Twitter’s numbers are correct. His lawyers write:
Executives are incentivized to avoid counting spam bots as mDAU, because mDAU is reported to advertisers, and advertisers use it to calculate the effectiveness of ads. If mDAU includes spam bots that do not click through ads to buy products, then advertisers conclude the ads are less effective, and might shift their ad spending away from Twitter to other platforms with higher perceived effectiveness.
However, there are many millions of active accounts that are not considered “mDAU,” either because they are spam bots, or because Twitter does not believe it can monetize them. These millions of non-mDAU accounts are part of the median user’s experience on the platform.
Musk’s claim is that Twitter counts spam bots in its mDAU numbers. Zatko’s complaint says, no, obviously Twitter doesn’t do that — that’s just a thing that Musk made up to get out of the deal