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Need I spell it out. While the boxed software industry must adapt, there is a certain comfort in having that local infrastructure, Also, sufficient capitalization is not the only guarantee that an on-line service will survive.
FriendFeed is still so early, I don't sweat that either. It's got another round of funding in front of it before worrying about revenue. There are a lot of ways FriendFeed could go: social network, personalized information management service, enterprise (as Meryn notes).
The biggest concern of loosing a service is a) loss of data b) loss of connections and chances are that if you really connect with someone on one service. You might also add them to another service, say LinkedIn, from which you can always maintain contact. So if time and option to save one's data are given, not much issues really.