Bob Frankston: Content vs Connectivity
"The consumers' connections to the Internet are controlled by companies who are in the business of delivering content and services funded by advertising. Consumers who wander the Internet represent lost revenue. Customers who use IP telephony no longer make phone calls. Customers who experiment with creating new services are called abusers.

As long as these companies control connectivity, we do not have a marketplace for the connectivity services vital to the growth of the Internet and necessary for innovation and the benefits we have come to expect."