Square has been focusing on invoicing, cash advances, appointment scheduling, marketing features, and slicing and dicing business data, among others[0]
Strip these companies down to core competencies:
* Communications
* Real time information broadcasting
* Financial infrastructure
* Global penetration
* Advertisers/Brands/Companies
Not PG's What Microsoft is this the Altair Basic of?", but "What Apple is this the Ipod of?"* I don't know, but as someone who never got into twitter, I'm interested to see Jack take a shot with:
* both sides of the market in one place
* financial infrastructure
* customer tracking
* brand participation.
Likely result is a Merger of equals with no power struggle at the top levels. Everyone expecting this anyway so expect it to happen soon.
[0]http://fortune.com/2015/08/02/square-reinvention-ipo-dorsey/