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Benedict Evans has made strong points about how mobile and the open address book has changed Facebook's position significantly. Well worth reading or listening to some of the a16z podcasts about the topic.

I think it is a very positive thing for the current ecosystem that there are many mobile apps with which we can communicate and share content. Contrast this with Google's dominance of search for the past decade.

The bigger question to me isn't if Facebook wins or loses but what control Google and Apple are able to exert on communications platforms in the future. (Possibly none)




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