Rafat Ali from PaidContent.org quotes Bear Stearns analyst Spencer Wang’s report on, Long Tail, but focuses on what he calls the mid part of the content and distribution value chain, where he sees the most value in the long run…that mid part is the part of aggregation-and-context players in the market, with the theory that “Value of aggregation and brands increases with exponential increase in content choices.”
This chart below has some detail:

Sweet Spot Graph