Facebook knows tons about “us” insofar as what people tell their friends (via Facebook) is probably more accurate than anything they’d tell a marketer/surveyor under coercion (be it monetary or otherwise). The structure of the data is there, too – Fav. TV, Fav. Books, etc all exist – Alex seems to just be out to lunch on that one.

The last part is absolutely spot-on, though. No one, anywhere, is going to Facebook to check out that awesome Zwinky ad or the one with the emoticons that yell at you when you accidentally mouse over them.

Zuck is keenly aware that with all the attention and hype surrounding FB, he must deliver something of real, tangible value to people with money – advertisers – before the tide turns and people find the next cool place to hang out. FB burnout seems to be increasing, though sadly I don’t have any statistics other than Adam and myself at the moment . Beacon absolutely exploded everywhere, so mark that down as strike 1.

I’m far more interested in seeing how they regroup and whether they can come back with something really, truly great… or if the Beacon incident was just the first of many threads to unravel.