The response was that he generally advises startups in our situation to "dog food it" (i.e. build a solution on it first). That was the main feedback and it ha

The response was that he generally advises startups in our situation to "dog food it" (i.e. build a solution on it first). That was the main feedback and it has worked out great for us. We have a high-value offering based on the platform as a result...and a long feature and product roadmap ahead of us. On the topic of location-based services being over/underestimated there wasn't a clear reply from David. Our experience has been that there are great opportunities in solving problems for enterprise customers using mobile and location-based services. I can't really speak for the B2C opportunity.