You are on the right track. Couple points to round it off:
1. Dalton is questioning the dominant business model online & fired his first salvo via join.app.net.
2. As a vocal spokesman for a pro-user & pro-developer platform design, he's got to rally his forces. No wonder he is gunning for the big ones - the first indication was his response to Fred Wilson's post (http://daltoncaldwell.com/fred-wilson-is-wrong-about-free).
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