<i>&quot;It&#x27;s precisely the fact that Moxie is so credible on this topic that makes his post so frustrating.&quot;</i><p>Exactly.  He&#x27;s right.  And it sucks.<p>It&#x27;s especially annoying for messaging. There are now all these messaging apps that don&#x27;t interoperate.  If you&#x27;re on WhatsApp and the other party is on Telegram, the message doesn&#x27;t get through.  It&#x27;s like the early days when MCIMail and CompuServ didn&#x27;t talk. But if you don&#x27;t have a walled garden with broken glass on top of the walls, you can&#x27;t monetize messaging.