A group of Morgan Stanley analysts, led by the esteemed Mary Meeker, have released a report on the impact of 'next generation content' (PDF) . The report is focused on RSS, and more specifically how Morgan feels that Yahoo, since their implementation of RSS on 'My Yahoo', is headed towards becoming a sort of Associated Press for digital media. It contemplates potential business models for revenue sharing between Yahoo (or whoever the content aggregator is) and publishers (bloggers in many cases). The report is very well done and I highly recommend reading it, especially if you're a blogger.
One of the main points that the report discusses is monetizing the 'tail of content'. There was a great article about 'the long tail' in last month's Wired magazine that is also a must read. That article gives some great insights on the business models of Amazon, eBay, NetFlix, etc. There's a lot of money to be made in the 'tails'.
(Morgan Stanley link via MaoXian)
