I don't think the business model is commoditized. I understand that there are a wide variety of solutions that a site can pick up and switch very quickly if nee

I don't think the business model is commoditized. I understand that there are a wide variety of solutions that a site can pick up and switch very quickly if need be, denoting a 'commodity'. It's also true that the costs of these 100MM+ user things have dropped precipitously, making it easier to prolong the decision on the business model. However, it's called the "business" model for a reason. Without one, you don't have a business, you have an app. If a business model doesn't fit a business, it becomes a bad business. 100 million users is a huge opportunity. There are only 11 countries in the world with that kind of population. Maybe that just makes it easier to use ill-fitting business models longer. It seems like the internet is getting a bit tired of ads.