On one hand, it’s sort of darkly amusing the the crew of OReilly coined the term “Web 2.0” and now they’re selling market reports ala Gartner Group on it.
I suppose it shouldn’t be surprising – the O’Reilly crew has been heading sort of in this direction for a while with their focus on emerging technology, the “radar” blog, and the general continued research and pontification about various geeky things.