Pandas and Lobsters: Why Google Cannot Build Social Applications

And three reasons why Google should be concerned:

1. Facebook serves 3 billion LIKE buttons a day, serves one-sixth of all U.S. ads, has more traffic than Google or the next 99 sites combined, has 100 million mobile users and five times as many web users, and when it launches a Facebook search engine, it will be the second biggest search engine in the world right out of the gate.
2. Twitter's search engine is bigger than Bing and Yahoo combined. Not only is Twitter doing 800 million searches a day, but apparently they're the fastest growing search engine in the U.S.
3. Bing actually seems to have a better relationship with Facebook and Twitter, and in addition, Bing has gone out of its way to partner with Amazon as well as Apple and its soon-to-be-100-million iPhone OS devices.

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