Play_Bach - 7:25 am on Dec 9, 2012 (gmt 0)
I think the writer is guessing about the perceived threat that the executives feel about FB.
The post was pre-Facebook IPO, so yes, pure speculation. I read most of the comments in the post too, some of which I thought were interesting. Lots of "so you left Google to join Microsoft?" and other jabs at the author's credibility, but others I found worth reading.
As for perecived threats to Google, I just don't see them losing market share anytime soon. As long as they're the dominant search engine, Google will continue to stockpile more data and cash. Your average civilian couldn't care less about any of the tech wars going on and will continue to use Google until something better comes along. It ain't here yet.