&gt; What is out of the ordinary is the public markets&#x27; reaction?<p>But is it? Maybe the public is realizing that tweets were just a cool fad for a while. For twitter to be profitable, I am guessing, there has to be people that want to use it, and (very important) people believing that people want to use it (so they&#x27;d pay Twitter for advertising).<p>Compare with Google. Google provides something momre back (gmail, search, calendar, docs, photo storage, directions + many other things I forgot about).<p>Twitter provides 140 status messages. There is nothing wrong it, that is very cool. But I think there is a realization that it just isn&#x27;t as cool as it was in 4 years ago. And it just became 3% less cool.