First of all, in terms of investment in Internet-related developments, venture capitalists - once burned - are now very cautious and are investing in areas that actually make business sense.
Vinton CerfTheir Internet usage is growing very rapidly, and even they can do the math: If everyone in China needed an IPv4 address - just one - this country would use up one third of the entire public IP address space.
Vinton CerfMovie distribution may very well have migrated fully to digital form by then, making a huge dent in the need to print film and physically distribute content.
Vinton CerfMy belief is that there will be very large numbers of Internet-enabled devices on the Net - home appliances, office equipment, things in the car and maybe things that you carry around. And since they're all on the Internet and Internet-enabled, they'll be manageable through the network, and so we'll see people using the Net and applications on the Net to manage their entertainment systems, manage their, you know, office activities and maybe even much of their social lives using systems on the Net that are helping them perform that function.
Vinton Cerf