So, they lost the social graph game and now focus on the popular social game market. It's what zynga failed to do until now. There's huge audience and the monetization is guaranteed if they enroll virtual currency. if they can prove they can gain traction and provide a platform that is easy to convert to, I'm game.
They should have launched with a big social game player (obviously not zynga, who has an agreement with Facebook). However there are thousands of independent developers, and remember there were many killer apps before zynga came along.
