I'm short Twitter. The fact of the matter is it that Twitter should never have become a multibillion-dollar company. There is no barrier to entry into this space---any competent web developer could make a non-scaling Twitter in an afternoon---except network effects, and those have proved weak due to poor user experience, particularly for new users. Twitter should have treated itself like a utility, and focused less o…
There would be no desire or need for advertisement or money making or tracking people when there are no owners, no benefactors but the people using it.
The end is nigh for traditional SV unicorns that offer no barrier to entry in a distributed and anonymous internet.