Jay Deragon is must read. He is completely fascinating and totally spot on.  He even quotes Doc from "clue train" fame. Choo, Choo!

More than anything he is tuned to the fact that "while social networks continue to grow exponentially the next growth curve will be driven by the holy grail of economics“, social commerce -- which has the potential to turn business models upside down and inside out -- especially inside of incumbent broadband providers.