In his interview with David Kirkpatrick, he expressed a couple of interesting thoughts. First, he suggests that we'll see a shift from video streaming to video downloads, because it more reflects the way people will watch video, and it greatly decreases the complexity of getting the video from point a to point b. H also said that there was huge opportunity to use existing broadcast capabilities to push popular movies/music/content out in a high bandwidth way instead of using what essentially is point to point communication.
By far, Cerf has been the most compelling interview so far -- he has a great ability to take complex technical issues and discuss them in ways the people understand. Watching him make the swoop from security and bandwidth in general terms all the way down to the IPv6 protocol examples is impressive, to say the least.