I’ve written it a number of times. Read David Hornik’s blog: nuggets in there:
“Bill Burnham's triple "A" business model:
It's the triple "A" business model: AJAX, Adsense and Arrogance.”
Read the post for the context 
(it was about the next 25 top web 2.0 companies).
Another piece of wisdom: “if there was a mantra of the day, I think that it was user experience uber alles. Everyone in the room recognized that the key to success was to give the people what they want, whether creating a better PBX or a better Job Search. And the way to maximize user experience is unquestionably through iteration.”
