What's missing in the article is a discussion about true apps on the web. Where does Salesforce fit in? Netsuite? Oracle OnDemand? Employease? They are not "consumer sites" like yahoo and google and wikipedia - they are not advertising driven...could they be? How do the economics work when you have 50,000 users instead of 50,000,000?
I must admit I've been wondering about the "free software" mindset that is funded by other means, but I have yet to have an aha moment. Perhaps there is a new model that will fly...