I think large open source projects (like BitTorrent) and startups should start thinking about applications that build their own connectivity layer on top of IP, and that don't assume any two nodes will have direct IP connectivity. Obviously, this is already true of the Internet we use today, because a huge percentage of hosts don't expose direct connectivity for reasons of security (not addressing scarcity --- there are companies sitting on /16s that static-address every desktop, but allow none of them direct Internet connectivity).
If you believe TorrentFreak, BitTorrent accounts for double digit percentage points of all Internet traffic. BitTorrent is an overlay design (albeit not one that reliably avoids the need for direct point-to-point connectivity, unlike the Gnutella overlay). We already know designs like this are tenable. I'm saying we should explore them further as alternatives to an Internet design controlled by giant telecoms.