First, he suggests that corporations have a need for outside consultants who can extract brands, ideas, and innovations which have languished for structural or political reasons.

Second, he plots out four models for the effects which the resurgence of enthusiasm for the internet will produce. Personally, my feeling is that the first three of his models are valid, just on different time scales. The more conservative models will come to fruition faster, while the third model (which predicts wide-ranging social change) has more cultural resistance to overcome. The fourth model can't really be evaluated, because it would entail a cultural singularity, beyond which nothing can be predicted accurately. Anyway, it's worth reading the whole thing.