Very good analysis.

Eh. Was Zynga ever building anything with trying power besides poker?

Can their business ever have predictable revenues?

Mobile games are also unpredictable, according to T. Kelly.

Zynga does have a) tons of cash -- billion + to be specific and b) really , really good talent. I think they could pivot if they wanted to make a bold bet.

Pivot to what? Mobile? Gambling? Something else entirely?