The author argues Meta is forcing a two-hour daily limit on children using its addictive app while competitors do not follow suit, which they see as a sign of structural weakness. The causal mechanism is that regulatory/self-imposed engagement restrictions erode the addictive engagement that underpins Meta's advertising revenue. The stated horizon is 10-20 years, over which the author claims the company 'won't exist'. No specific catalyst or risk beyond the engagement-restriction argument is provided.