Here's the 30 Second Zuckerberg Video That Should Terrify All Facebook Investors - Forbes

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Two weeks ago, I wrote a post laying out a scenario whereby Facebook and Google could be dead (read: irrelevant) in 5 – 8 years.

I discussed how I believe there have 3 generations in the world of the Web: (1) Web 1.0/Portals, (2) Web 2.0/Social, and now (3) Mobile.

I made the case for why companies’ founding dates determine their generation and how each generation seems ill-equipped and incapable of really adjusting to subsequent generations.

Google was the best of the best search engine from Web 1.0.  It’s tried to adapt to social and now mobile but it really hasn’t yet — at least in terms of revenues and profits.

Facebook is the king of its social generation.  However, I argued that I doubt it will be able to truly adapt to the new Mobile generation, despite its acquiring the current king of Mobile – Instagram.

If you watch the 30 minute Facebook IPO Roadshow video, it’s clear – to me at least – that senior Facebook management sees Facebook as defined by its core product; the product that it first created and that still defines it today: its website, Facebook.com.

All the talk of social graph, and ads, and timeline are mere extensions of the core desktop PC Facebook experience.  It’s about supplementing that experience.

Now we have mobile.  So it makes sense that Facebook management would see mobile, again, as another mere extension of the core social website.

People are out on the go with their mobile devices and they need a way of logging back into the PC-based Facebook service.  So, Facebook gave them an app to do that.  Problem solved, right? Wrong.

What’s revolutionary about each new Web generation is that those born within that generation see the new dynamics of that experience as a tabula rasa – a blank sheet – instead as an add-on to the service they already have.

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