It is certainly possible. And over the next 2 years, Facebook might start eroding Google's search business. But, the first thing that Facebook will hit is display, not search. It is probably already happening - Yahoo is barely growing its ad revs. Maybe, it is time to short some of the traditional display focussed ad biz on the Internet. Yahoo is so cheap that there is no point shorting it.
Thursday, August 19, 2010
Facebook vs Google
We are probably at one of the tipping points in the evolution of the Internet. That tipping point is Facebook. And the question is - as more people spend more time on Facebook, and the number of clicks on Facebook surpasses Google, is it possible that Facebook itself replaces Google? Particularly as traffic moves from desktop to mobile, where the first thing consumers use is Facebook and not Google.