I would add to your list the mobile shopping / mobile payments market that will grow along with the interest for the more and more complex feature phones. With more people using the Internet from such mobile devices there will be an increasing demand for instant shopping and paying for products or services right from the mobile device. This is an area that I am increasingly pursing.

What I’m not entirely sure about is the content creation business. I was involved for some 5 years in this area and creating quality content is an excruciating task. The entry point for competitors will always be low and this will push competition beyond the comfort zone of most venture capitalists.

I see more a market here for more user generated content shared on social networks and similar mediums. With such low entry point to creating content most people will prefer to get their friends take on various news or topics rather than getting the content from bigger, more rigid media companies. Quiet possible the days of making another Weblogs Inc., Gawker or B5Media are over and more and more bloggers, vloggers and independent podcasters will make a difference here, helped by their social media groups and network of friends while creating content relevant especially for a smaller, more focused group of people.

I’ve been watching some recent (and not so recent) media creation efforts and there are few examples of very successful efforts. Think how much money and efforts were put into sites like nextnewnetworks and how little impact they managed to do so far as compared to independent vloggers in each of the categories they target.

It is quiet possible that users will not articulate the demand and wait for content networks to create it, but rather create it themselves or spark a social network conversations.