[corford]

That's all fine and dandy but the proof of the pudding lies in a successful monetization strategy. From where I'm sitting, I just can't see how they're ever going to convince enough people to pony up (directly or indirectly) for what is, at its core, an artificially constrained public sms service (that thus far they've been accustomed to using for free).

[jessedhillon]

What? People already pay to advertise on the service, the convincing is happening right now.

[corford]

In a sane world I don't think there will be enough of them to stem the losses and deliver a solid return on an IPO that values the company in the double digit billions. Happy to be wrong but only time will tell.