They bought out Instagram because it was shaping out to be a huge competitor, so I think that business would have grown to be a multibillion dollar one regardless.

It was definitely very smart to buy them out when they did.

I just think you're focusing on the wrong part.

It's entirely possible that he's changed and his pulse of the market has changed in the 10+ years since that decision.

He did that because it was a solid data driven decision.

Not sure he's shown ability to do anything beyond making solid decisions on which competitors to acquire.

Wasn’t this like 14 years ago? So not sure it really contradicts the comment you reply to.