"I would short FB if I had a position." Just because your experience is getting worse doesn't mean in any way shape or form that the company is in trouble. "

"I would short FB if I had a position." Just because your experience is getting worse doesn't mean in any way shape or form that the company is in trouble. " WhatsApp founders leaving is due to a values" This is really hard to handle. Values? They no problem taking billions of dollars from Zuck. Moreover, they are not stupid people - they knew that the money has to come from somewhere, and that ads are basically the only way FB is going to work. The bizarre the kind of naive pop-culture logic floating around out there the last little bit. If WhatsApp founders didn't want ads, they why'd they sell to FB? Why not just stay independent? Surely their model was unsustainable on some level. They knew exactly what they were getting into with FB to the point that it was even spelled out in the contract, which is why Zuck has lawyers present when speaking to WA founders. Of course there are questions as to 'other means of monetization' and 'the degree of monetization' but we cannot be pale in this: there must be monetization just a surely gravity will pull you down to earth. The only reasonable discussion is 'how' and possibly 'how much'.