This link has been bookmarked by 4 people . It was first bookmarked on 03 Feb 2008, by tony curzon price.
The other important characteristic of the winners, of course, is that they tap into a data stream that really matters. Owning network effects around consumer photos, for instance, is much less powerful than owning network effects around paid search. So one of the key questions we have to ask ourselves going forward is this: what are the major data subsystems of the future Internet Operating System. Location, identity (and social graph), search (and not just web search but also product search, in which Amazon has a very strong position) come to mind. In a lot of ways, finding the data associated with the old vectors who, what, when, where, and how is a good place to start.
Almost everything I posited about Web 2.0 I learned by thinking about the lessons of the PC industry that preceded it: the migration of value from one business model to another (see The Open Source Paradigm Shift), the rise of new levers of competitive ad
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