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Thought experiment:

I'm going to try and synthesize a strategy for facebook from Marc Andreessen's post on platforms from yesterday, the follow-on discussion on AVC, and this post from Bubblegen...

1. Getting "open": for the near/medium term, facebook needs to become a "level 3" platform, where complementary services are able to themselves capture value. (I suspect that the facebook people see this already, but, then again, they might be "evil" ;-)

2. In the long run, the Net itself is the "platform"; I don't know what the service they might provide in that world (5+ years?), but I suspect it's nothing like the facebook of today. Maybe something that manages the portability of your personal info/history?

Any thoughts?



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