Like a lot of my peers I have been immersed in Google Plus for the last week and I have to give credit to Google for really getting this one right. The sharing mechanism is very accessible, Circles offer welcome segmentation of your social graph, and most importantly, it’s fun to use.
Much of the commentary has centered on what a successful Google + means for Facebook but I disagree that this is represents a severe near or medium term threat to Facebook. What it does harken is a form of arms race between the two companies that is ultimately good for users.
There are two major losers worth highlighting, Twitter and Tumblr. We won’t see the effects of G+ on either service for some time but I forecast that as G+ mainstreams that Twitter and Tumblr activity will plummet. Twitter’s defining feature is both it’s strength and it’s limiting factor, 140 characters. Tumblr use over time has grown as Twitter itself grew, and I think a major factor in their growth is the mainstream acceptance of short form sharing.