I just submitted this as a question to Dan'l Lewin at the Business Model Revolution session. Included here so others can comment as well.
From my perspective at the CyberInstitute (online information for small businesses in developing countries), there are two major forces impacting the business model revolution.
--ONE-- ICTs, including mobile phones, and now all of Web 2.0, are leading to the empowerment of billions of people. These individuals, who are gaining equality with every click, are now customers that matter to big companies. In the flattening world, listening to the customer is more important than ever, because they are feeling empowered and want to be heard.