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FB hit 1.1 billion the other day as reported in their quarterly earnings -- a growth of 100 million is not exactly "shrinking"


Fair enough, but in developed markets (where the money is) FB is shrinking and Path is growing (and very quickly if one is to believe their numbers). Of course, given FB's user base (most every adult who has access to a computer) there is really only one way to for their numbers to go.

All that being said, FB's priority these days has to be increasing revenues per user (regardless of whether it's desktop or mobile) and for Q1 revenues were $1.33 per user--so there's plenty of room for upside there.

http://www.nytimes.com/2013/05/02/technology/mobile-efforts-...

In any event, it's hard to root for Path (or even think using their service is a good value proposition) given their nefarious business methods. My main point was that I doubt FB was making it harder for Path to operate purely out of altruistic customer privacy concerns.


Path, as with any Messaging apps that could potentially be successful, are a threat to Facebook.

The other threat is Photos.




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