I have a lot of respect for Dave but I disagree with two particular points in his post
1. Only early adopters will use these apps:
"the current method of check-ins are a classic case of early-adopter lust for shiny objects, & they have not a damn thing to do with long-term sustainable mainstream consumer behavior. no way any normal motherfucker is gonna do this check-in shit.”
2. Facebook will win this market:
1M users in 12 mo’s is *pathetic*… can u even spell the word “viral”? Facebook will CRUSH u like a friggin’ bug.
First of all, there are tons of non-geeks using Foursquare right now. My wife isn’t an early adopter and she’s an active foursquare user and the mayor of about a half a dozen places. i have plenty of friends on the service that arent tech folks. And these days I get about 5 invites a day from non-early adopters as well.
The bottom line is that foursquare provides a great social utility (which is getting better) and it’s fun at the same time. That’s a wonderful combo.
Growing from zero to 1M users and accelerating is amazing. They should end the year with 8-9M users at worst and skies the limit on the high side.
Then there is the "can’t facebook/google/[insert big company here]" offer this and kill everyone argument. I just don’t buy it. but then again that’s my nature otherwise I wouldn’t do what I do.
If I was afraid of all big players, I wouldn’t have invested in Boxee, Tumblr, Twitter to name a few.
The focused startup has so many advantages over the big, broad based established players. There are so many examples of this but here’s a classic one.