If you’re not watching TED, you should be. It is one of the real gems of the web. Visionaries from around the globe sharing their perspective in digestible chunks you can enjoy from your PC in your boxers.
It similar to the Geoffrey Moore model, but I find it more quantitative and frankly useful. From and enterprise perspective, you have to wonder, where is ERP in this progression? Are we seeing hosted software walk this path? Is Salesforce approaching #3?