They'd still have ambiguity in ad sales revenue. And if this development is as profitable as this guy claims, I don't think twitter will be concerned about how

They'd still have ambiguity in ad sales revenue. And if this development is as profitable as this guy claims, I don't think twitter will be concerned about how accurately people can value their company. The price will tend toward actual worth and profit per share in the end anyway, so they'd probably prefer the profitable decision over the ambiguity of their target valuation. That's not to say I think it would be profitable, but if it is, they should definitely take the concretely profitable choice over the choice which allows investors to believe they might be a little more profitable than that.