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this post was submitted on 31 Jul 2026
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53.2 million daily active users, which is down from 53.5 last quarter. US DAU is shrinking.
A small blip. Not enough to trigger a sell-off, but also if it was a reason that would be the stated reason not just 'no new AI deals'.
As a user, the decline in DAU I think is representative of a series of user-unfriendly policies and changes that the users have clearly communicated dislike of but management insists on anyway.