I agree that the appearance of revenues at this point make people dismiss facebook - but also take note of the very very high level talent they have been snatch

I agree that the appearance of revenues at this point make people dismiss facebook - but also take note of the very very high level talent they have been snatching up and the circle of advisors they have. Give it 3-5 years. You will see Googles revenue slow/plateau a bit - but if Facebook can do what it thinks it can do with its userbase and dataset, it is going to be very interesting. Also, I predict that Facebooks revenues will not skyrocket -- but rather their influence, reach and stranglehold on way too many aspects of on-line life will take deep root. They will likely begin an acquisition play very soon which will be focused on payments, security, retail/ecomm and analytics. While google has been a gateway to the internets information - I see facebook trying to be a funnel/traffic-cop to your online relationships interests and transactions. I wouldn't be be surprised if facebook bought something like square.