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Interesting stat: 15 years ago, 50% of the world's population had never made a single phone call. Now, in only 15 years, 50% of the world population owns a cell phone. That is truly amazing and with half of the world on mobile phones, it is only a matter of time before they demand inter-connectivity. Whoever figures out the best way to do this will have a huge market to tap and it will be amazing to see who does it and how.
You can't make the social graph proprietary. Do they think they can buy all our friends?