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Zynga’s doing all right b/c they have leverage

rafer:

@caterpillarcowboy they are doing exactly the right thing by hedging out of FB. They can spend those huge ad buying dollars elsewhere and still make money — and FB knows it. I’m talking about this at the KL Facebook Dev Garage this Saturday: Get in, Get big, Spread out.

@rafer - i think the potential problem w/ your message is no one has gotten big on FB platform since the time of Zynga.  FB has essentially made it economically break-even or unprofitable to get big as an app/game.  Buying users doesn’t arb as well and given the lack of virality - inexpensive users are hard to come by.

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