I think the most startling thing about the domain industry at the conference was actually NOT said by the domainers, but slipped out during a QA panel discussion by an investment analyst. He said he thinks that either Microsoft or Google will GET RID OF THE ADDRESS BAR in the browser by offering free wifi service which disables the address bar. It would be the beginning of the end of the value of domains.
At first I thought, "that's silly, people won't go for that". But with more thought, I realized it is the same concept as getting rid of the DOS Prompt about 12 years ago, when Windows was born. Everyone thought it was silly, how would you get around and run programs without a DOS prompt? DOS based companies fought the trend and lost, because clicking icons was easier.
Will people give up some 'freedom' online to save $30 - $40/month on internet access, and navigate based on MSN (or Google) Search listings? Very likely yes. This had a lot of people nervious, several asked me about it later. It's something to think about.