Since Twitter is a neologism they are in a strong place: if somebody wants to sell “Twitter” sausages at the supermarket Twitter is in a position to do that…. Whereas “McDonalds” really can’t extend its brand beyond hamburger restaurants.
The next question is: “Is he really serious about the super app?”. The horror is that he probably is, but what business wants to deal with a mercurial leader who might stop payments, pay people extra, or impound money in your account for no good reason. What business is going to want to put an “X” logo up by their cash register when it means they are going to have arguments with customers. (I bet it will be a hit for “go anti-woke and go broke” businesses though.)
The next question is: “Is he really serious about the super app?”. The horror is that he probably is, but what business wants to deal with a mercurial leader who might stop payments, pay people extra, or impound money in your account for no good reason. What business is going to want to put an “X” logo up by their cash register when it means they are going to have arguments with customers. (I bet it will be a hit for “go anti-woke and go broke” businesses though.)