@jtemple Nice piece James! Limits to FB growth are interesting; even if all earth joins FB, that only generates $30B revenue @ $4.37/user.

At $4.37 annual revenue per user, Facebook’s revenue would be $30B per year if it signed up every person on earth. #yg

I’m saying it: Facebook’s $100B valuation is nuts. Even if it signs up every person on earth, FB will only grow its customer base 10x.

AAPL retail profits were 20x AMZN’s in Q4, yet AAPL retail revenues were $3B smaller than all AMZN. Is brick and mortar getting revenge? #yg