Wednesday, November 24, 2010

Le Goog Sociale

So clearly the battle to be fought or settled is between Google and facebook.   Why?  Because these two companies are clearly the most pervasive consumer internet "plumbing" companies.   I believe yesterday facebook surpassed Google in total page views.    In fact on Sydney australia the CFO of Google Patrick Pichette was quoted as saying social media was "absolutely" part of their strategy.    It seems that integration of the social media experience will be the play that the goog goes with here.    What I find the most interesting about facebook is how they effectively have replaced all other forms of social communication less email maybe.   This is best witnessed when a plane lands and you see what consumers are doing as soon as they land with their primary communication device, their phone.   I have been counting for the last 3 months every time I land how many people I see go right to facebook and it is a clear 6 out of 10 go right to facebook which is AMAZING considering a huge plurality of the flyers are business travellers.   It is going to be interesting to see what happens.   If facebook launches a robust ad network that could really mean that google is threatened for the first time in a very long while.   I am watching closely as this should really heat up next year.   Curious to see if there is M&A activity on this front.

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