What makes you think these companies are going to lose any substantial number of customers? Most of the anger here is directed at the government, and it is only a small minority of people who even are angry about this. Only a very tiny minority of people will actually stop using Google or Facebook because of this incident.

In the short term nothing will change for Google, Facebook etc. But i think you are underestimating the longer term reaction from members of this community. The cloud in its current form is dead. Google's goal of collecting the world's information is a dead end if everything ends up in the hands of the NSA. New user data models with better privacy will eventually be introduced by one or more startups that could be a treat to Google and co.

>The cloud in its current form is dead.

I've heard several people say this... I find that... unlikely.

Do you really see the type of people who use facebook; the type of people who buy things that are advertised online, well, do you see them changing their behavior? I'm pretty sure most of them are okay with being watched; otherwise they wouldn't be on facebook to begin with.

And those are the users that matter.

This is the hear of it, isn't it? You have a whole bunch of people who don't care if Google uses automated scanning of their emails. You expect them to care if the NSA does it? Sure, there is some subset of people who will draw a distinction between the government and a private company, a distinction which isn't baseless, but most just don't care.

Also, look at it from the governments point of view. If you're NSA, do you really feel like you're violating intimate privacies to go through information people knowingly expose to one time acquantances on Facebook? The NSA is made of people, remember. How people view their own information enforces their understanding of where the line is.

Because, outside US, government agencies and companies that considers their communication security critical will choose another provider. They are paying Google Apps, Microsoft 365, etc.

Would anyone (especially from a foreign country) who considers their communication security critical really be using any of those services today?

Yes. Obviously not the most sensitive ones but there are a lot of government operations using their services.