Even if they're at the ARPU of Twitter that's $18-20 (will take them a while to reach it imo). At 800M WAU that's up to $16B in additional revenue. This is ass

Even if they're at the ARPU of Twitter that's $18-20 (will take them a while to reach it imo). At 800M WAU that's up to $16B in additional revenue. This is assuming they don't build the vertical stack at all which is unlikely given their highly competent product team.