It's hard to imagine Facebook going the way of Yahoo. Facebook has a relentless focus on their product and continuing to ship and push the envelope. I don't know too much detail of Yahoo history, but it seems like they took their eye of the ball early and started spreading themselves really thin across a ton of disparate products and acquisitions.
I don't see anybody blindsiding Facebook on social the way Yahoo was blindsided by search. The bigger risk seems to be that there is simply no pot of gold at the end of the rainbow to justify a 100B valuation IPO valuation, thus souring everyone on FB and social before we see what the true potential was.
I don't see anybody blindsiding Facebook on social the way Yahoo was blindsided by search. The bigger risk seems to be that there is simply no pot of gold at the end of the rainbow to justify a 100B valuation IPO valuation, thus souring everyone on FB and social before we see what the true potential was.