Where are to, YouTube?

Online Video: The Market Is Hot, but Business Models Are Fuzzy. "We think Google and Yahoo! have the capacity to store video content and match it up with demographically/behaviorally-targeted advertising that could be digitally delivered. In short, Google and Yahoo! could become the gatekeepers of video insertion ads and the video content aggregators of the Internet." That sums up the whole scheme of things, doesn't it?