This document discusses the shift from the traditional web to the social web, where users engage in more complex online interactions and activities. It introduces Davai's approach to predictive user modeling based on analyzing users' activity streams on social networks to generate models that can predict user demographics, behaviors and interests. Key areas of investment include online marketing, personalized content and context-aware mobile services, with all services being permission-based and providing value to users. Davai analyzes social network communication and uses machine learning on activity stream data to generate predictive user models that classify users into interest and response categories.