Quick note while dashing between meetings: the only discernable megatrend emerging here in Barcelona is the confirmation that mobile-centric content and operator-specific portals are dead, or at least confined to a handful of small niches & individual national markets.
Everything else is about taking the real Internet onto mobile (there isn't, nor ever has been, nor ever will be, a "mobile Internet") . YouTube, Google, MySpace, Yahoo and so on - yes, optimised a little bit for mobile devices & networks, but only insofar as browser, screen and network technology can't quite cope with the full-on web today.
Vodafone's recent announcements of deals with almost all major Internet brands follows on from 3's X-Series, T-Mobile's Web'n'walk and assorted others. It's a recognition that the only place for viral adoption of cool new stuff is on the Internet, where choice of service provider is irrelevant when you tell your friends to "check this out!". Until there's another mechanism for innovators in a garage to reach 500 global operators' customers in a matter of months, without an army of lawyers drafting contracts, mobile-specific services and communities will be limited to a set of small-to-medium niches. (There's no real way for mobile to monetise "the long tail" without the Internet, either - but that's for another post).