Have you noticed that Facebook (NASDAQ:FB) isn't making the news as much as it used to? That's likely a little comforting for investors who've seen the company take hits for everything from poor product choices to privacy gaffes.

But there's also a difference between laying low and disappearing from view. At the South By Southwest Interactive conference, Facebook was rarely seen. Even the stats the company cited in show missives, such as 40 billion tracks played on the social network, say as much about Spotify as Facebook.

Should investors be worried? Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova says the threat from Google (NASDAQ:GOOGL) is certainly real in this interview with the Fool's Alison Southwick. Please watch, and then leave a comment to let us know what you think.