The Demise of Google and Facebook?
This is a video presentation by Roger McNamee, founder of Elevation Partners and prior to that Silver Lake. He hypothesizes about some very large trends such as the demise of Google and Facebook. He predicts Apple and the closed environment will win. Whether you agree with that or not there are some very compelling points and he makes a strong case. The final 20 minutes is Q&A which you can skip and not miss too much.