Their business model, as far as I can tell, is to license the presence technology/platform (to other web2.0 sites, mobile carriers/developers, etc), and become

Their business model, as far as I can tell, is to license the presence technology/platform (to other web2.0 sites, mobile carriers/developers, etc), and become the "finger" of web2.0. They want to become a network backbone, after a fashion.