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I would also agree that I don't see Facebook being supplanted by Twitter or iCloud. What I would like to know, though, is which social network are these people moving to? I haven't really heard of anything new and upcoming that might be pulling in people of those numbers, and I'm sure we would see some article about it on here.

They don't have to switch to anything - they just have to revert to plain-old email / IM and their reliable phone contacts list. Most normal people I know would rather talk about stuff and send important links or announcements through IM, even though they also have Facebook accounts.

The only instance where I thought that Facebook was useful was for getting together for a 10 year high-school reunion, but even then, only half of my old colleagues were on Facebook. What worked was plain word-of-mouth, since somebody always knows someone that is missing from the conversation and can get in contact.

Basically what has the potential to kill Facebook are the old means of communication, channels that are still reliable and still widespread. That's why Facebook does provide IM and even email, as they want to move your Inbox on their servers; but IMHO, that remains to be seen how well it plays out, as people are pretty conservative about their current email and IM accounts (it's like your phone number, you don't want to change it so often).

And I can see why they are afraid of Google - Google has users that rely heavily on their email service, which is state of the art IMHO, it has user profiles that will appear in search results, it has productivity apps that allow for collaboration, it works on social search features as an alternative to Facebook's Like, and if Buzz wouldn't suck so much, they would have been a serious threat by now.

Unfortunately for Google, they can't seem to pull their shit together. Also, judging in this light, Microsoft's acquisition of Skype may not have been so stupid after all.

I think the ubiquity of smartphones is a signifigant factor in facebook's decreasing engagement. SMS used to be useful mostly for coordinating once you were at a location/event, or for reminders. Now that you can send links to arbitrary content, it replaces in large part what most people used facebook for, with much faster response times for the most part.

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