An invention has to make sense in the world it finishes in, not in the world it started.
Think of how Wikipedia works, how Amazon harnesses user annotation on its site, the way photo-sharing sites like Flickr are bleeding out into other applications. We're entering an era in which software learns from its users and all of the users are connected.
Being too early is indistinguishable from being wrong.
Obscurity is a bigger problem for authors than piracy.
Data is the next Intel Inside.
I think that Microsoft will increasingly feel margin pressure from Linux as well as people saying: well actually the applications that really matter to me are not on my PC. And so they're going to be able to extract less of a monopoly rent, so to speak.