Altern. title: Bubble Begins MT @monkbent Amused by confirmation Silicon Valley was out of touch with rest of world. http://online.wsj.com/news/article_email/SB10001424052702303636404579395571496851750-lMyQjAxMTA0MDIwMDEyNDAyWj …
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Replying to @ampressman
@ampressman dude, messaging is a very big deal. The US is way behind here (just as they were with SMS 10 years ago)2 replies 1 retweet 2 likes -
Replying to @benthompson
@monkbent@ampressman No one disagrees on msg'ing importance, but how do you monetize? In message ads? Targeted ads via scraping messages?1 reply 1 retweet 0 likes -
Replying to @_ChicagoV_
@_ChicagoV_@ampressman written pre-deal: http://stratechery.com/2014/messaging-mobiles-killer-app/ …1 reply 1 retweet 0 likes -
Replying to @benthompson
@monkbent@ampressman if in app purchases & flash sales were the answer then$ZNGA &$GRPN wouldn't be in the predicament they're in2 replies 0 retweets 0 likes -
Replying to @_ChicagoV_
@_ChicagoV_@ampressman I’d suggest you take a look at LINE’s financials1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent@ampressman will have to take a look. Very skeptical that the consumer won't just move to a competitor.1 reply 0 retweets 0 likes
@_ChicagoV_ @ampressman very strong network effects. And the monetization has long since started and they are growing even faster
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