What YouTube is to Google (GOOGL 0.55%), Instagram is about to become for Facebook (META -0.52%). Or so it would seem.

Emily White, an ex-Google executive who helped shape AdWords, is now at Instagram and working on an ad strategy for the platform, AllThingsD reported recently. YouTube first adopted ads in 2007. Six years later, the unit produces an estimated $2 billion in ad-related revenue annually.

White's move may foreshadow efforts to impose similar cash-generating discipline on Instagram's chaos, says Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova. If successful, it would provide exactly the sort of growth catalyst Facebook needs right now.

What do you think of Facebook's strategy with Instagram? Please watch the video below to get Tim's full take, and then leave a comment to let us know whether you'd buy, sell, or short Facebook stock at current prices.