I like how he uses 'Web 2.0' without getting all frustrated about the term as many do. See: http://blog.nanobeepers.com/2007/02/01/whats-with-the-web-20-angst/

Also, very interesting discussion on the use of 'implicit' user data. Amazon is probably the leader at this - their recommendations for me are so accurate it's spooky.

Josh is brilliant. If you ever get a chance to talk or work with him be prepared to drink from a firehose.

This is a great blog post, which discusses the evolution of web 2.0 and beyond.