Yeah, there's no way to tell. Nobody has succeeded in the space so far, and that's because it is extremely hard to draw people in with "a functional address" as the main premise. Even if it's an address with which to do things that weren't possible before, it's still an address, and it's boring as fuck. Nobody cares about address update feeds, or any other gimmick you'd find in Foursquare's garage.
I am pessimistic but excited as a technologist and entrepreneur. Maybe there's something us and many others have missed that the team here will see. Myself, I would definitely look more in the direction of services like M-Pesa and Facebook than e-commerce or government. That's my two cents.
