Paul, curious if your enthusiasm for twitter has waned in light of the direction they have taken since? Obviously it is still an influential platform, but the grand vision we all had doesn't seem to be materializing...
My enthusiasm as a user hasn't waned. I use it increasingly often. But I'm not so enthusiastic about funding companies based on it. There are probably still opportunities for companies to grow by using Twitter initially, but it would be risky to start a company that depended on Twitter.