Comment Re:We have an advertising bubble... (Score 1) 154
No, Google is fine. As is Facebook. You have 1B+ users, you're probably ok, advertising isn't going away - but there's only so much needed. And mobile advertising is much less useful than web advertising. Everyone *else* is pretty much doomed.
The first word shouldn't be "no". Bubbles don't imply all the companies are worthless, only that they're overvalued. The company being "fine" doesn't mean they won't lose value. If social media investors suddenly realize they've been over valuing them all along it would create a market stampede for the doors. Even when bubbles "pop" most companies survive just fine but they're no where near previous valuations. Sometimes for years, sometimes forever.