Ok, so basically the very deep and smart analysis consists in one argument: Facebook is a website, so there's no way it's ever going to become a mobile company.<p>Besides the shallowness of this argument, I think it makes two assumptions that are not justified:<p>- Since no company has succeeded in transitioning from one era to the other, no company in the future will ever succeed. The premise is debatable (Is Google really a failure?), but I think that the conclusion is flat out wrong.<p>- The next generation of internet companies will be mobile, and the only way forward for facebook is to go mobile. Well, mobile is obviously one way forward, but is it the only one? Who knows what facebook is going to come up with.<p>Anyway, I'm not sure that the article brings anything interesting..