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Agree that Fb has more opportunity here than Twitter, especially with the new Groups and Friendship pages. I can imagine these becoming nice, private silos to selectively share photos, etc. The real competition is not from Twitter though, it's actually from email clients. Gmail/Google doesn't get social well enough on its own, but with all the innovation happening on the email client side these days (Xobni, Rapportive, Baydin, etc.), I can imagine a startup getting this right first and then getting acquired by Fb or Google. Also, realistically speaking, there is limited value in knowing a user's close vs. distant relationships and the activity therein. That data is just not as close to purchase intent as search. As Chris Dixon has written, "The good news is that the things users want to keep secret are almost always the least important things to online advertisers."
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Nov 1, 2010