It isn't unique though. Would you consider a company that sells you notebooks with the ability to draw on them and annotate your drawings to be a unique company to build around?

I don't mean this in an argumentative way, but taking a video isn't a billion dollar feature.

Uniqueness is irrelevant, it's the 100 million+ DAU's which are valuable.

You made me look up DAU. Thanks - an acronym I had never seen!

Yeah, pretty much.