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Yes I'm coming around to that. But I also think it's unclear whether Twitter could stay being a nice thing anyway. The pandemic peak passed and Jack left and they started adding more features. Elon's just doing the speed run of what was happening anyway
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The biz model was definitely in trouble even though the product was improving for median users. So yeah, something would have happened. This is just one of the worse things that could have. Landing in the hands of a culture war 800lb gorilla with $30/share worth of buyers regret.
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I think his social product instincts are bad enough his legendary luck from hard-tech industries may run out. But being a TikTok substitute is a *really* hard/big pivot that means rebuilding the whole market from scratch since the twitter user base is not the same as tiktok.
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