His premise is that social media companies either grow or they die, and Fb is running out of growth. The follow-on to the premise is that the delay between grow

His premise is that social media companies either grow or they die, and Fb is running out of growth. The follow-on to the premise is that the delay between growth falling and revenue falling can mask the signs of impending doom, at least in the eyes of “the market”. I’m not trying to claim that the premise is correct, but I would say that there is some evidence to support it.