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dialtone_ eric_seufert robleathern What they are competing on is eyeballs and a way to do so is differentiation so the assumption that in a world where FB wasn't entirely dominant all suppliers would be generic doesn't hold up. That's like saying all grocery stores will always stock the same exact products...
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dialtone_ eric_seufert robleathern And while I'm *sure* FB would have earned less if they hadn't gotten their hands on Instagram, that doesn't mean the global mobile ad spend would have decreased just because FB was less large.
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