Most of what Facebook and Google do is thanks to advertising revenue, with variations on the theme. If something comes along to take that away, a start-up with

Most of what Facebook and Google do is thanks to advertising revenue, with variations on the theme. If something comes along to take that away, a start-up with a new business model, then data becomes the thing that has value for them. Here, privacy issues get racked up so both Google and Facebook would start to look shaky if that happened too, and there are signs. That's where Amazon and Apple are both superior. They've never been based solely based on an advertising business model, if they get revenue with iAds it's a bonus. It's the fact that they control their market places which is important. And they have what people want to buy.