Yes. I think that is exactly what moolcool is saying. And he's right. Instagram's (typical users) daily active users just surpassed 700 Million. And the Stories daily active users just surpassed 375 Million [1]. Now Facebook has a juggernaut of ad targeting for very specific audiences.

Now if you TW, where would you rather spend your $100 Million on original content and shows? A fully-sustained cruise liner ($FB) or a rapidly sinking dingy ($SNAP)?

Sidenote: if any shareholders since the IPO are reading this, sell now. Not only are your shares non-voteable [2], but they are as ephemeral as Snap's users. Get out while you can.

[1] https://techcrunch.com/2017/04/26/instagram-700-million-user...

[2] https://www.recode.net/2017/2/21/14670314/snap-ipo-stock-vot...