I don't think it matters much whether it's in their wheelhouse or not or whether they succeed or not. What matters is that transitioning away from the social gr

I don't think it matters much whether it's in their wheelhouse or not or whether they succeed or not. What matters is that transitioning away from the social graph is abandoning their moat, the very thing that keeps them a monopoly in social media. Once that's gone it'll be a level playing field and they are unlikely to survive for long.