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Just because something is in high demand doesn't prove anything. There is high demand for homeopathic sugar pills and suburban shamans who charge $100/hr for consultation.

All those companies you've mentioned have huge problems which points them directly at the revenue streams they've bet on.

Facebook is taking a beating because they can't monetize the fastest growing mobile sector. Google is desperately working against the clock to beat the bubble by branching out in all kinds of industries unrelated to AdSense Yahoo has been bleeding money for a decade Twitter is in the same position as Facebook sans the stock market pressure ...and Pandora has been charging monthly fees for a service because they've seen the writing on the wall.

No company on that list is doing anything exciting or disruptive that's tied to ads. It's a dead end.

"The people you know". Yeah.



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