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The increase of data traffic due to audiovisual content is straining Internet networks, highlighting another strong complementarity between infrastructure and content. The problem is, that most of this content is associated to a few companies (such as Google), who bear the (advertising) fruits of this growth and does not share enough of its costs. What kind of arrangements between players in the value network will create a sustainable model?

Good by to privacy. Google recently launched Buzz, a social network platform trying to compete with Facebook. Interestingly, it made the choice to include millions of Gmail users and to automatically create links between people who had corresponded via e-mail (and without asking for consent). The immediate lesson is (i) privacy probably is a value of the past, since complaints were relatively weak, and (ii) in the current paradigm the real power is no longer in software or operating systems, but in owning data on people and relationships. Google as the next Microsoft?

Analysts are starting to recognize that - maybe - operating systems for smartphones will follow a different story than in the past. Instead of a winner-take-all market based on standardization, diversity is likely to prevail. This because handset makers and telcos will try to push in that direction  - as long as this will not reduce customer utility - and because the real source of value (and potential locus of standardization) now sits in the web and in social networks. In this case, which device and which OS is going to be used is going to be irrelevant.