Yes. He's essentially affirming the conclusion that users only want free services.
Of course more users want free services, but that doesn't mean that some users don't want a premium service, and more importantly, that those users don't add a disproportionate amount of the network effect value to a microblogging service.
Of course more users want free services, but that doesn't mean that some users don't want a premium service, and more importantly, that those users don't add a disproportionate amount of the network effect value to a microblogging service.