Zuck did mention search at Disrupt but in a way I liked. I think Facebook is well positioned to do full blown search.
The Facebook Search Engine
Facebook Could Do Well In Search
Facebook’s embedded option
- Developing an external ad network
- Monetizing paid search
- Entering China
Of the three options, search is clearly the most interesting. An external ad network is inevitable. Google proved this model with Adsense...... Facebook’s traffic is so great now that an external ad network might increase their revenues by 2x or so .... The only (known) models that deliver RPMs high enough to compete with Google are search, payments, and e-commerce.