I doubt it's based on userbase expansion so much as it is a bet on massive monetization.
Personally, with their existing model, I think that's tough. Unlike search, the monetization rates just won't be that high, since it's not a point where a user is trying to solve a problem they're willing to pay for.
But they might surprise us, and if they find a good monetization model, that's a lot of collective person-hours of exposure.
Personally, with their existing model, I think that's tough. Unlike search, the monetization rates just won't be that high, since it's not a point where a user is trying to solve a problem they're willing to pay for.
But they might surprise us, and if they find a good monetization model, that's a lot of collective person-hours of exposure.