What I think about is what people spend their time on this planet doing. So No.1 is sleep, No.2 is work, and No.3 is sight, sound, and motion video consumption. Basically, four to five hours a day is what Americans spend consuming video.
If you can make it easier to consume, people will consume more of it.
My prediction is that in the same way that Google is an intent revealing service that can be monetized that way, I would think that if I were at Twitter, I would focus on the search aspect of Twitter, because people are revealing intents when they do a search.
Initially, the television was seen as the devil incarnate by people that worked in the content industry. Now over time it turned out that that was one of the best things that ever could have happened to a content creator. I think the Internet is no different.