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Eyeballs.

Facebook is like the new TV. There's a ton of interaction with it and most of that content is locked away from Google's reach.

They are fundamentally more powerful than Google and are underpricing their ads.




Completely disagree. Google has far more data including mapping data that FB does not have. A key aspect is FB only has curated data where Google gets all your data.

I would never share my searches on FB. Google photos has all my photos and FB what willing to share. Then YT has over 1 billion hours a day viewed which is 19x more than FB video and growing faster.


Youtube & Netflix is the new TV. I don't think lot of people sit on their couch and watch Facebook videos all night.

I don't think Facebook can ever reach Google's level. Google is expensive for a reason because it's highly valuable since people are searching to buy.

Facebook is cheap because you are really casting a wide net and hoping to catch a fish. This is less efficient than Google's Adword.


Maybe not, but they spend an hour a day wandering through the feed.

Google is more transactional. Facebook are display ads that are displacing TV.


> locked away from Google's reach

Not completely true when majority of their mobile users access the app through Android and majority of desktop users, Chrome.




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