Google, Facebook, iPhone, Android, Tumblr, etc. had markets that seemed all stitched up (i.e. search, social network, smartphones, iOS dominated smartphone mark

Google, Facebook, iPhone, Android, Tumblr, etc. had markets that seemed all stitched up (i.e. search, social network, smartphones, iOS dominated smartphone market, blogging). I would hazard a guess that in 2012-2014. Facebook would have taught the mass market of the concept of social network and grease up adoption of more specialized ones thereby widening the addressable userbase for players that have a great product. We can see this happening with Instagram, Pinterest, Etsy, Reddit which are all social networks with 1 or few social objects at the center. For example, Facebook has 800M and Instagram has 15M. thats 1.8%. I would guess that as Facebook gets more and more bloated - that ratio (1.8%) will get bigger as more & more users will need a more insular group and specialized features. In turn, niche social networks will have a higher ceiling of XX% of 800M/1B total social-network-exposed people (courtesy of Facebook - the social network gateway drug so to speak)