I agree. If facebook were sticking to the web/mobile, their value as a company would be a bit limited, and there would always be the possibility that they will

I agree. If facebook were sticking to the web/mobile, their value as a company would be a bit limited, and there would always be the possibility that they will eventually be disrupted in the same way that they disrupted MySpace. Zuckerberg yesterday was talking about building new computing platforms. That doesn't necessarily increase the value of Facebook, but it takes away a lot of the caps that would otherwise exist on their future valuation. Now no one knows how much they might be worth in 5 - 10 years.