I'm not so sure. The network effect here is to have all apps sharing one messaging fabric. The value of access to that fabric should go up as the network grows,

I'm not so sure. The network effect here is to have all apps sharing one messaging fabric. The value of access to that fabric should go up as the network grows, and the costs of moving a message should stay low. Things fall apart if one or two apps start to dominate the fabric, but if that's true the open fabric wasn't needed in the first place. I'm not predicting success here, I'm not even sure what the exact product is beyond a general idea of a twitter-gone-the-API route. I'm in favor of the project. We'll all learn from it and I admire his moxie in trying it. I'm getting out my credit now to give it a $ upvote.