From a technical perspective, the largest chunk left to be finished is affinity grouping – taking the atomized identity and social metadata and organizing micro-communities that can act as power brokers in the new information model Mesh creates. From a political perspective, these groups will quickly produce revenue in much higher proportion to the broader less targeted audiences of existing clouds. As that power is increasingly parceled out via Silverlight to the enterprise crowd, Windows and Office become services to be maintained much in the same way that IBM uses open source via its Global Services group.
Key to the transition is the interactive two-way nature of the communication services of the Mesh and Google platforms. Google collects behavioral data from Gmail, Apps, and search, but increasingly the roundtrip between Gchat and Google Reader is producing the high value signals (gestures) that fuel affinity group formation and targeted feedback loops. Mesh atomizes the Google, Facebook, and other social constructs into virtual devices that can be combined from the ground up to attack viral opportunities as they emerge.
Gillmor @ tc