Well, if Google's going to be a robotics and AI company, it's not irrational for Facebook to go into telepresence as a kind of next-gen communications property.

Well, if Google's going to be a robotics and AI company, it's not irrational for Facebook to go into telepresence as a kind of next-gen communications property. They've got the cash to go big, and their dependence on a single, easily-substituted service as their source of revenue is about as big an Achilles' heel as any company can have.