Based on his way of assessing value Twitter is worthless. It has no profit. I think the real value in Uber is in how it has become so beloved by customers who hated using cabs. I know it's heavily impacted the way I drive. Living in Chicago I hated dealing with cabs, it made more sense to pay a slight premium to drive my own car and park in a garage. Now I can literally jump into an uber and be somewhere in minutes with a better experience and for less than a cab would cost me. That's awesome! That's powerful. That's going to change the entire transportation industry. Cabs are just the beginning.