DISQUS

Obviously this is a speculative valuation but if FB is doing 150m in rev on a partially developed business plan and 40m odd daily active users, a desktop version that becomes ubiquitous and captures the majority of the market (the way Google has for search) could easily translate into 200m users with 1-2B in rev. Which justifies a speculative 10B valuation when the company that wants in can afford it and wants in NOW. The question for me is what will the terms be and does this shut out other suitors or an IPO?

Facebook might want to add a banner or text to FLAGGED groups that reiterates that this is not the opinion of FB or its users and that FB promotes freedom of speech yada yada... Obviously they should not remove it.

A few thoughts... The Social OS paradigm is here to stay so working on apps and figuring out this space is in and of itself of value. Monetization is going to improve in the short term as ad networks figure out the space and, in the long term, as FB or whatever might replace it grows its user base (by a factor of 10 or more). Finally, you never know what secret sauce is going to pop, hindsight is 20|20 but who knows how close that failed app actually was to having 10million ad impressions a month which would be worth large caishe... I hope!

I will not even comment on CM.com, seriously!... As for FBs valuation, MySpace is generating 1b in rev a year. Most people think FB will eclipse MySpace. 1b in rev can easily fetch 10b at ipo especially considering the revolution of the social OS, the depth of marketable user data, and the quality of FBs employees...

biggest thing will be new friend connections

It also seems like apps have slowed overall. Only TopFriends has over 10m while the group of apps with 1-5m users isn't really that large. You would think that there would be some consensus on must have apps. Finally its possible that having 5 different versions of each app is slowing the development (fun wall, advanced wall, super wall)...

Those are crazy CPMs but I have heard that FB is making over $150 million a year (MySpace apparently made over a billion).

FB have been saying the reason the IPO/Acquisition is far away is that the buyers don't see them as a $7-10b company. Given their growth rate and the fact that this is still a crude business model I think Zuckerman and Co may be right!