Yeah THD I've had my eye on for a while but never managed to convince myself to have a punt.
I think the investor presentation is pretty good and will no doubt get some action in the short term off that but I'm unsure how the many ecosystems within the ecosystem thing will actually work. Particularly when you get into aggregation of platforms like facebook and Instagram because they are carefully worked out ecosystems in their own right with their own monetised models.
Commissions of affiliate partnerships may work but Mobile provider companies have tried this with the "one pipe" kind of idea preloaded into your phone with data deals if you funnel everything through it. It never really takes off because users just like to navigate to what they decide they want to use.
I guess it's handy having one place that all the apps you use regularly are right there at your finger tips but it strikes me that there is already something for that. It's called a mobile phone.
