Interesting ... neither Dave Winer nor Umair Haque share my opinion on Facebook advertising. Winer thinks it's a real challenge to Google, not a "sustaining innovation" that Google can copy. Haque thinks that advertising is the big thing for YASNS but thinks MySpace are well ahead because of their openness.
Hmmm ... well, they're both smart, I'm pausing to reconsider this a bit further, but I'm still more persuaded by my previous analysis than theirs.
Haque's probably right that if anyone can make a big success in the YASN-as-advertising-platform game, it's MySpace. (And I guess that means Google just handed them the game by creating OpenSocial)
But I still don't think that this is what YASNS are really (should really be?) about.