I found this tweet very naive and an indication that Musk really doesn't know what he's getting into.
I don't see how he thinks tweet content alone will be enough to verify the 5% of monthly monetizable users
The other poor indicator was his tweet about sampling _100_ of his own replies to detect bots. That's a horribly small sample and horrible selection bias
The firehose is terabytes a day, add storage + indexes and it's pretty far from "fitting on an USB stick" in order to analyze.
This argument has been done to death. I personally find the conga line of analysts and hedge fund managers who appear on CNBC and talk up their book of shit picks a lot worse than the best short selling shops.
There are so many bad companies that are public today, they really need somebody nipping at their heels.
Carbonite - which is rarely mentioned on hn, had a $300M+ run-rate when they were acquired in 2019
I think brand awareness of Backblaze is insular - I remember Carbonite had the strategy of advertising on right-wing radio in the 00's which seems to have worked for them.