I think this perspective is very interesting. It reminds me of a recent quote from Tim O'Reilly where he talks about similar trends in that, "when something is commoditized, something adjacent becomes valuable."<p>I'm not sure if this the origin of the interview but here is a link <a href="http://thestartupfoundry.com/2011/03/14/oreilly-when-something-is-commoditized-an-adjacent-thing-becomes-valuable/" rel="nofollow">http://thestartupfoundry.com/2011/03/14/oreilly-when-somethi...</a>