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To me, what's implied by this piece — since it's written by Dalton — is that Twitter is leaving behind an opportunity that he plans to take advantage of. What remains to be seen is whether the thing they're leaving behind can be fully realized.

Do people really need a short-form messaging platform for communication?

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Or perhaps Twitter has already figured out that there is no opportunity, and Dalton is mistaken in believing it exists.

Exactly.

I think the opportunity Twitter is leaving behind won't pay off for Twitter's investors, but it is enough to be worth Dalton's time and effort to scoop up in Twitter's wake.

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