It's no mystery how facebook is going to monetize their users -- by advertising. It's what they've been doing since a few months after their launch.
There was an interview with marc andreessen a couple months ago, and he plainly said that facebook could become a billion dollar company if it turned on aggressive advertising. But it's trying to figure out the most effective way to advertise without alienating users.
Agreed. It's also hard to get good metrics if you want to use something other than Facebook's tools. Hard to beat Google at this game when they do both the advertising and the analytics better than anyone else.