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by todd3834 2684 days ago
I've been thinking about this too. I think you are betting on whether or not they are still just getting started. I'm thinking about self driving cars and how much growth can happen there if they crack that nut.

When Facebook IPO'd did they already have the self serve ad product rolled out? I believe Google did not and if you could imagine that future then it might have been easier to see a bright future. I didn't see Android coming until the iPhone came out as another example.