That&#x27;s approximately 10% of total revenue. I also think you have the growth incorrect - in their 10Q, Twitter said the product was growing 65% YoY. So you&#x27;re making two assumptions:<p>- That the opportunity is there - and that the growth will continue. This isn&#x27;t a given, but it is possible. I think the fact that Twitter is obviously investing more in the advertising business tells us what we need to know about the data business - that it is good, growing, but will always remain a relatively small portion of their overall revenue mix. Now you may argue that that is because they&#x27;re blocking it - but my assumption is that they are investing based on Total Addressable Market (TAM) and experience.
- That the problem is the payment system. There&#x27;s little to support this - there&#x27;s little sign of demand or willingness from individuals or small companies to spend on this at scale.<p>The fact that you&#x27;re willing to pay for on demand controls is great and fine, but it does not mean that anyone else is willing in the same way.