I don't expect it to disappear (not completely, not over night).

But they're burning through $130M+ a quarter and growth is stalling. They don't seem to have leadership with a vision of where to take the company from here.

Twitter still enjoys some cache with celebrities, but how much longer will that hold true?

So how will they stop bleeding? Maybe they'll transform Twitter into something profitable, or maybe they'll look to the 2,000+ engineers, and ask why they need so many.

The fundamental problem of the current market is that it's all sustained by VC injections and trivial revenue streams. No-one is prepared to pay for something like Twitter (or Tumblr, or, or...) because we've gotten used to the idea of Stuff For Free. But the model just isn't sustainable, particularly given the ongoing attack on the only (ad) revenue stream that these services do have.