I have to agree here. We already have movies and TV on demand on the web, "life streaming", etc. More bandwidth into the home just means increasing quality, increasing interactivity, broader adoption, etc. But, phones are just now getting broad enough broadband to make it interesting.

I'd wager that everything old will be new again on mobile devices. How many of those are business opportunities for small new companies? I dunno. YouTube has been very effective on mobile, so user-created video content is probably not one of those opportunities.