Fred often gets things before the other VCs out there. That’s why he is one of the few I still read.

He has posted an interesting breakdown of market forces that are driving our work at DataPortability.org. He calls it “The Social Graph In The Second Inning”

Learn more about Data Portability and the open standards stack for open social graphs at www.dataportability.org

He concludes:

What I want is a single aggregated social graph that I control that has all of this data in it. That “meta social graph” can then be applied by ME to the interface I want on top off all my messaging systems.

This is going to happen. It has to. And that’s why we are in the second inning of this social graph thing. I think Facebook is going to be a big winner, possibly the Google of the social graph movement, but there’s a lot of baseball to play before this game is over.

He calls it a meta social graph - I call it a Personal Social Network. Same thing.

I spoke to Duncan Riley from Techcrunch about it recently - Listen to the podcast.