Chetan Puttagunta@chetanp
Based on recent filings, it appears that Tiktok was spending $10 - $30 to acquire an active user and expecting to generate $5 of revenue per user per year in the US.
That implies a revenue payback period of 2 - 6 years. That's an incredibly aggressive user acquisition formula.
7:06 PM · Sep 26, 2020
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