Yesterday, Mary Meeker of Morgan Stanley gave her annual state of the economy and the Internet presentation at O'Reilly's Web 2.0 conference. I wasn't there but her presentation is on line and it has some interesting insights. Many others are commenting. The one thing I'd like to draw to your attention is slide 46.
In one year (2007 -> 2008), UK users abandoned their wireless carriers' portals and went directly to numerous open mobile internet services. I'd love to see comparable data for the US.