Playing The Platform Game

Uber Analyst, Jon Arnold, is back from vacation and he has his game face on.

In a TMCNet post Jon drills down on the reasons why BT was so fast to pay what the did for Ribbit.

He then goes on to highlight Mobivox's moves with Jajah and the reasons why ifByPhone are both companies to watch. While both are agency clients, Jon's independent analysis is spot on, and resonates a belief I've had for some time about applications being the driving force in the 2.0 era of telephony. But, without platforms and infrastructure to support all of these newly created applications, none of this stuff works well outside the lab.