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Ray Lane (download the slides and zip file - the zip file contains a video that is embedded in one of the slides)
The Personal Enterprise
Mr Cardboard
Michael Cusumano
The Changing Business of Software
Paul Maglio
Steps Toward a Science of Service Systems
John Zysman
The New Logic of Value Creation: Services, Networks and Competition
Timothy Chou
To Infinity and Beyond
Craig Mundie
Long Cycle Research Opportunities
Adam Blum
Although no slides were used, you can visit Adam's blog at http://morails.com.
Shelley Evenson
Designing Service Systems
Bob Glushko
Bridging the "Front Stage" and "Back Stage" in Service System Design
David Messerschmitt
Call for More Collective Action in the New Software Industry