DISQUS

For a "Vulture Capitalist" this is quite an enlightend position since in effect you are relinquishing a degree of control over employees of a company. Stripping away the funtionality of a non-compete, meaning the limiting of migration of human capital to potential competitors, a non compete was clearly a legal construct favoring the interests of the enterprise over labor. I applaud your position, especially since in CA it is worthless, as well as other states such as Virginia, and in the real world it can often be circumvented. What about NDAs and the silliness of having veiled conversations of buzz words just to discuss a value proposition of a company?

Nic, nice post, but I think your focus is too narrow on the driver for mobile internet. I don't think it is an "either or" scenario. The web is not, "tethered" or "untethered" as you imply. I think it will be driven by multiple nodes, with mobile being one access point, albeit a major one, to the web. The clash between mobile macro networks (aka MNOs in EU, or Carriers in US) have their form factor and engineering restrictions and the desk web guys (Google,Msft,Y!) have theirs. But the liliputians such as game counsels, WiFi devices (including handsets), autos, M2M, will also have a role to play, and will force change by the titans, mostly from the operator world. I'll be covering the same topic later at my blog, www.mobilepointview.com
Cheers,
Paul