[001sky]

Twitter's disruptive potential is arguably greater than its cash-flow potential. Strategy shift to the latter might be net-negative from an buyer's perspective. They are also at risk of killing brand value, which is tied to the perception that twitter is a universal-fabric-of-the-intenet service. Once Isolated, they don't seem so scary to incumbents or valuable etc.

[aklemm]

This is the core problem; typical lack of long-term thinking when there is so much pressure for revenue. Too bad no one could think of a better idea than display ads.