his biggest fear is not being the one to nail the next big thing. it happened with mobile, although that was basically irrelevant in hindsight. he thought it was metaverse, which failed, while in the meantime it was actually the new AI cycle, which he was late on / lost by the time llama 4 flopped.
i think he’d rather just blow up the whole company than continue to be solely associated with one (or even a few) of the most successful websites/apps in history, for some reason. maybe he thinks people will like him if he does something else?