Mobile social apps are not, really, about free SMS. Mobile discovery and acquisition is a mess - it's in a 'pre-pagerank' phase where we lack the right tools and paths to find and discover content and services efficiently. Social apps may well be a major part of this. These apps have the opportunity to be a third channel in parallel to Google and Facebook.
Read MoreIgnorance and misunderstanding are often how we get true disruption - people are so ignorant that they don't know something can't be done and won't work, so they go and do it, and it works.
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