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Stealth mode, schmealth mode
I agree about the website and further more about the recommendation engine. Take a look at this :
http://blogs.sun.com/plamere/entry/what_is_wron...
A couple of big analogies here! FB coming out somewhere between ebay and Google... Both arguments makes sense, I guess it a question of how far they go.
Re the S3 point - that is the answer on everyone's lips for the scalability problem. Andreessen makes the point that it can be expensive. I don't really know.
Raphael - good link - two thoughts - 1. this shows the power of distribution, and 2. I wonder if the 6m might come back down again almost as fast as it went up - and how many servers that would leave them with