If Facebook knows this to be true it would result in them being willing to pay higher valuation for mobile companies than other acquirers because google won’t know nor will yahoo msft etc because none of them have scale in mobile to understand these powerful secular trends and in essence they under value mobile vs FB and thus under invest and fall farther and farther behind.

Twitter CFO Anthony Noto privately analyzes Facebook

One clap, two clap, three clap, forty?

By clapping more or less, you can signal to us which stories really stand out.