[banusaur]

They have the ability to monetize unexplored territory like face recognition and AR in real, meaningful ways. They've built an amazing technical team and are in position to execute on ideas that could have an incredible impact on the way humans interact in real life. They are among a few tech companies whose tech could cause a cultural paradigm shift akin to what we saw with the introduction of the smartphone. This should be an exciting couple of years.

[duaneb]

While I agree they are working on cool things, this is entirely separate from an ability to monetize it. This is the part I doubt; I don't see anything that indicates they would succeed where twitter failed.

[nv-vn]

AR filters are huge on the app. Being able to use them as advertisements has already proven successful.

[duaneb]

Hmm, I'll believe that when they turn a profit.