There is no such thing as “Dumb Broadband Pipe”. The worst thing video service providers can do is petitioning a Network Neutrality.

A recent article was about open mobile device platforms such as Android, but you see similar trends in the fixed world: eHomeUpgrade has a nice series of reports on Online Home Video Delivery that includes Apple, Microsoft, Sony, and Netflix.

Social networking and media consolidates niches, forms new brands; long tail concept as we knew it dies and becomes a specialized thick tail.

Android will also pull video onto mobile platforms such as the iPhone SDK or Google’s Android, but first successful commercialization of services will more likely come from hardware vendors than from current Web2.0 applications.

The end of the “Silicon” in Silicon Valley has been obvious for a long time, even if the timing has not. Given housing costs, salaries, regulation, water and energy issues, manufacturing in the Bay Area has been heading for the exit for more than a decade.