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I would remove Facebook from that sentence, not Amazon.

Amazon, Apple, and Google are three heavyweights with a slightly different focus and strengths, but who find themselves competing more and more often for a sort of internet consumer dominance.

They compete at several platforms: 1. The storefront (iTunes and Amazon, Google's in there as search and recommendations). 2. The datacenter / cloud (AWS, MobileMe, Docs / Gmail / more to come from Google) 3. Mobile devices (iPhone + iPod, Android, Kindle)

There are other companies competing in each of these areas of course, but these three companies really excel at taking over markets (very smart people running them) and it's going to be interesting to see them going head to head as they reach into each others core markets.

Plus I think they'll destroy most other competitors in each of these areas as they battle it out.



Usually they say the future belongs to the kids. I see a lot of kids that live in Facebook these days. They don't read books, they don't buy music online, they don't care much for mail. Facebook definitely has a place among these three.


No doubt you're right. I guess it's just a generational thing. I hear Google, Amazon, iTunes, and I see immediate value.

For some reason, even though I'm aware of all (or at least most) of the arguments that place value in Facebook / Twitter etc. I still wouldn't feel comfortable investing in it. I'm probably dating myself pretty badly, but they look fluffy to me.




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