As I mention in another thread, we're working on building in Nike+ and other sensors so you can actually verify you did something. That's our next big step.
2/ think of all the health pb in general. Huge. Now isn't it important for insurance companies or the government to get more healthy behaviors from us? The possibilities are numerous. And nobody has nailed this yet.
Therefore I agree it is interesting to see how they'll be reinventing themselves along the way.
Instead of providing CPMS, we sold to Cabot based on a "CPA" model (clicks per activity).
We saw early that this pseudo-ad model would provide us with a nice small chunk of change, but would be mostly a biz-dev company and challenging to scale.
As a result, we're pivoting and moving towards a CPA2 model, where CPA = completions per action (this is where verifying the user has completed an action becomes vital).