Facebook and Twitter have changed their Terms of Services/APIs multiple times which has resulted in bad times for Facebook applications like Vintage Camera and MessageMe[1] and Twitter services like Flattr[2].
However, Tapbots has been successful in adapting its Tweetbot client to comply with Twitter's API changes[3]. While the API changes cost Tapbots extra development time to bring Tweetbot up to snuff, their core business was not adversely affected. I don't think Tapbots has a bad time because they make Twitter clients that rely on third-party API access, but they are at the mercy of Twitter continuing to allow third-party API access.
[1] http://online.wsj.com/article/SB1000142412788732439280457836...
[2] http://thenextweb.com/insider/2013/04/16/flattr-twitter-paym...
> If you’ve used the Alphas/Betas and have decided not to purchase, please do us a huge favor and Revoke access; that frees up extra tokens for potential customers.
I don't think it's good when you have an awesome development team like TapBots who makes products that are, in My opinion better than Twitter's native clients, and you're capped to 100,000 device installs "just because". I know it's not "just because"; Twitter needs to become a business and generate revenue, but the same companies that helped build the brand and popularity are now punished.
I'm interested to see what Twitter will do when Tweetbot starts to approach the maximum number of tokens allowed. My guess is Twitter will grant Tapbots extra tokens. I think the API restrictions are geared towards preventing new companies from using Twitter's APIs in unintended ways (like Flattr) than shutting down established Twitter clients like Tweetbot and Echofon.
They definitely pose a threat to Facebook's stream quality if they do continue to grow. They could pull an Instagram and take away the Facebook share feature, or make it less useful. Something that could backlash on them, but doesn't seem to have affected Instagram's growth. If they grew too large and did something like this, it could effectively reduce the number of quality posts on Facebook, something you could argue it already suffers from depending on your current Facebook friends and likes.
I think the post last week about Path spamming the guys address book[1], although I think it was user error, is not helpful to Path's cause. Like You, I'm interested to see how Path's growth works without $FB.
[1] http://www.branded3.com/blogs/the-antisocial-network-path-te...