This is where I express my opinions when they're longer than 140 characters.
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Twilio, Heroku, Phonegap and others will be remembered as the companies that sold the pick axes to the plethora of me-too startups mining for liquidity-event gold. When the next shakeout of seed funded company starts in the next six months, we’re going to igure out why all those “Air bnb - for cats” startups didn’t make it to the next level of growth and why the infrastructure businesses survived.
Not that this is all bad. These three companies have done an excellent job of simplifying the creation and deployment of web and mobile solutions (I’ve used Twilio and Heroku). They’ve also been the basis for some startups that have recently sold for hefty prices (GroupMe for example). The challenge for me in figuring out the value in a mobile web application market is where will the sustaining, repeatable business occur.
