I think they’re past the point of sustainability for their core product. They’ll be around for a long time to come, but I think a reckoning is on the horizon.

I think they’re past the point of sustainability for their core product. They’ll be around for a long time to come, but I think a reckoning is on the horizon. I think this’ll have both user engagement and regulatory aspects to it, and it’ll decimate FB’s market cap, leaving them open to meaningful change inside the company.