I don’t think Facebook will ever catch up with Google. Â FB knows what everyone “likes” and can sell ads, but Google has equally good data on users and also sells ads. Â FB knows what people are talking about at any given moment while Google knows what people are interested in and searching for. Â Call this one even.
But for years, Google was buying dark fiber on the cheap after the dot com bust. Â They’ve created shipping container data centers conveniently located at many of the internet’s peering points. Â They’ve created their own servers for mammoth processing and storage capacity. Â They are 10 years ahead of FB in hardware and physical infrastructure.
Facebook is trendy and users could decide FB is no longer cool at the drop of a hat (though I admit it’s far stickier than that, considering they have years of my pictures and history in a timeline). Â Google, on the other hand, is building physical infrastructure in our country, stuff that people will rely on every day of their lives. Â It’s the ultimate toll road.
And that’s why Google’s market cap is 4X Facebook’s (and I didn’t even mention Android).