Yeah, I think that having a product people would pay for is a prerequisite to success, but it's not a guarantee of success. I definitely think Uber could lose t

Yeah, I think that having a product people would pay for is a prerequisite to success, but it's not a guarantee of success. I definitely think Uber could lose to a competitor in their product space. The distinction I'm making here is that I don't think anyone will ever succeed over the long term in Twitter's product space, because they don't have a product people would pay for. A competitor might knock them out for a little while, but no competitor will have lasting success unless they figure out a way to modify Twitter's product into a product people would pay for. And at it's core, Twitter's product is kind of worthless, so I don't think there's a modification that would make it worthwhile.