NEW YORK ( TheStreet) -- Each day that passes without an announcement -- or even an errant rumor -- that Pandora ( P) will do more to put the treasure trove of data it collects to work for independent artists and the broad music industry adds to my concerns over the company's long-term success and relevancy.Pandora and Facebook ( FB) belong in the same conversation, but not just because they're part of an elite group of mobile advertising pioneers that also includes Twitter, Google ( GOOG) and Apple ( AAPL). For better or worse, Pandora and Facebook "sold out" to Wall Street subsequent to post-IPO pressure. Both companies have convinced investors they have legitimate mobile advertising businesses. At the same time, Pandora and Facebook have reassured Wall Street that their sales efforts -- in size and scope -- will only increase over time. In other words, expect new and different advertising products from both and, in Pandora's case, more commercials per hour. I can go both ways on the notion of "selling out." It's easy to criticize a company for giving in to Wall Street, let alone the decision to go public in the first place. It's a complicated decision founders agonize over, but often end up viewing as a natural step in their creation's evolution. That said, while you can't argue with Pandora's results -- and the stock's run -- you also can't help but wonder if this short-term success jeopardizes what Pandora could become from standpoints that transcend business.