I agree to a certain extent, but wrt the consumer space. Definitely, Facebook's issues wrt the mobile space look tough to overcome. They're done in 5-8 years. Google stands a chance in the enterprise space -- if they can leverage their talents in the cloud-computing space. Enterprises are making the slow, inexorable move to cloud b/c it can save them money.
RIM only survived for as long as it did because of its hold on enterprise customers. As soon as Apple turned its eye there, RIM couldn't compete.
IBM is one of the biggest, most powerful tech companies in the world -- because they're at or near the top of the enterprise space. If Google can do that, then they can survive their impending failure in the consumer space (as predicted by the article).