Forbes runs a great article whose main point is that people who benefit most in a gold rush are the ones selling shovels: YouTube's "bandwidth costs, which increase every time a visitor clicks on a video, may be approaching $1 million a month--much of which goes to provider Limelight Networks."
A smarter model? "Gilles BianRosa, chief executive of BitTorrent-software maker Azureus, says peer-to-peer networking could save his company 95% in hosting costs when it launches a community-based video site in the next few months."