My belief, sadly held, is that this is just the 2nd step of a Yahoo-scale transition. It won't be the user numbers that get them, it will be the ads side. Twitter is going to get a shrinking piece of the ad budget, especially as new entrants arrive. Which new entrants you ask? Snapchat, for one. Pinterest is heating up as well.
As long as they carve out a niche as the source of live news and comments and other products (FB / Instagram / Snapchat / etc) don't eat that space they can be successful. But they seem destined to be a niche product at best.
