[cookiecaper]

Twitter dying is a huge opportunity, they've certainly proven the demand for it. It's a surprise there aren't thousands of VC-backed wannabes popping up already. Would be really interested if FB or Google bought them out and sought to integrate.

[daveguy]

At the same time they proved demand they also proved difficulty in monetization. Even if you have better execution there is the large network effect for acquiring/maintaining users.

[codingdave]

They have proven sizable, but finite demand. And they have proven that even being as popular as they are, making it work as a business is tricky. It makes very little sense to invest in disrupting a niche where the #1 player has not found financial success.