c2033f7d_ove_the_Crowd___By_Bill_Gurley__Metric_
[Comments:] It would be extremely hard to launch a direct-on competitor to Facebook. Look at what has happened to Friendster, MySpace, Bebo, and is happening to Orkut in Brazil. Google+ as a FB competitor is a tough slog. [Grade:] A+ [Metric:] 
Sustainable Competitive Advantage
Why Facebook Clearly Belongs in the 10X Revenue Club | Above the Crowd | By Bill Gurley
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