Its always nice when other people support your investment thesis...
Link: Wikis, Weblogs and RSS: What Does the New Internet Mean for Business? - Knowledge@Wharton.
When you look at the trends in web development, you will see a shift from what I call host-provided value -- such as CitySearch (where publishers provide local events listings in different cities) -- to user-provided value in websites such as Upcoming.org (a global events calendar managed by users). There is a giving up of control. The new web applications are lightweight, single function and focused on a specific problem or interaction. When you combine that trend with creative developers who are beginning to have the energy and insight to recombine technologies in new ways, you get not the explosive growth of the 1990s, but you get something more relevant. I can't anticipate exactly what that will be, but I see the potential for businesses to change the way they think about developing and deploying technologies. - Janice Fraser, CEO _ Adaptive Path
"We spent a lot of time developing physical infrastructure, and now we have to develop the social infrastructure on top of it." Ross Mayfield, CEO - Social Text