[jaredmck]

how exactly is it going to shake up the world? I see the best case as more of a mild rattling of the world- a more human social networking, which will either softly nudge people in this direction, move other networking players closer to the real-world social model, or be a sort of nice subtle tool in the mobile social web.

In no way is it something that as currently formed has a really big dollar exit potential- i mean, ideally, the product will never become very valuable to advertisers. If they monetize some other way which can scale big, then they're way smarter than I can imagine, but i don't see the data aggregation model or traditional ad model working with this product...it's a very techie-oriented app at this point in time. The benefits are not visible at all to "normals", and there is no business use case like twitter/FB have to accelerate adoption as a platform.

The world has no idea Path exists yet, so there is a while to go before anything is going to be shaken up at least outside of the bay area.