Very entertaining, and I agree if these services cant provide real value they have no meaning. The only part I can't believe is the winner take all concept. Just because there will be dominant players doesn't mean there won't be an diverse ecosystem, any more than myspace's early domination of the social space made it impossible for twitter or facebook to find a way in. Mobile and location are way too big, and this little kabuki opera has just begun. Very fun post though. Saying that, I agree with assertion #1 and that is why servicetattler.com will be one of the first LBS to offer real incentives and direct customer relationships to businesses.