Even to Facebook.
Coercion - even subtle social coercion - only works up to a point. If you piss off people enough they'll reward you with zero loyalty, no matter how popular you think you are.
FB is vulnerable unless it keeps its users very happy. Currently it has a monopoly on a product that's actually quite mediocre and frustrating in many ways, and not seen as particularly cool.
If it has to face real competition, it's going to have issues.
There are specific times when you can unseat a behemoth, and those times are when new markets and new platforms arrive.
How is FB doing in China? How are the Chinese doing with AI, AR/VR, and mobile?
Anyone looking at China can see that it's becoming competitive with the US. So far the software markets are largely separate, but I think it's naive to believe that's still going to be true 10-20 years from now.
