Wish that MMM could take credit for this line of thought, but really, this is where mobile and web are going.
The idea is that the effects of mature networks and platforms are going to turn traditional models of software ownership on its head. Those companies who lead or adapt quickly to this trend will find the business side of the connected economy easier to deal with. Those who wish to lock people into the former model will have a harder time growing marketshare, and might find their content – while the same as a network/platform – diminished in value because it cannot be extended by the user or user communities to draw even more relevance and value from it.
Get your networks/platforms/apps ready, things are changing.