This focuses on the wrong thing. Ads/monetization is the best performing part of Twitter (and widely acknowledged to have the best leadership). Twitter doesn't have monetization problems - if they stopped spending on R&D and M&A they'd be very profitable.

Twitter has new user acquisition/retention problems and this doesn't address that at all (and the only appealing thing about it appeals only to power users).

People invest in Twitter because it's supposed to be a fast-growth tech company. If user growth slows, that narrative is shredded, and so is the stock price.