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Given that a majority of the Instagram users (~30M) are on iOS, what if Apple decides to give away iPhoto for free? Or better yet, make it the default photo app on iOS?

iPhoto is not half bad. http://itunes.apple.com/us/app/iphoto/id497786065?mt=8

Even if it's made the default photo sharing app in the next release for iOS 5+ users for whatever reason, and integrated deeper come iOS 6 this summer, they'd instantly have access to several times Instagram's userbase.

They could using this as a bargaining chip in their negotiations to integrate FB into iOS / iTunes. Because Facebook, a public company, cannot have a $1B acquisition become irrelevant in a couple of months.



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