Pat Helland is always good to both read and listen to. This web cast may have been up there on the Net for some time now, but I must have missed it somehow. The presentation is called Metropolis : Envisioning the Service-Oriented Enterprise, and it available here http://msdn.microsoft.com/architecture/enterprise/default.aspx . Personally I think this is one of Pat's better performances, if you're into system / software architecture and Web Services - don't miss it.
EDIT: Part 2 of the Metropolis talk is available on this page: http://msdn.microsoft.com/library/default.asp?url=/seminar/mmcfeed/mmcdisplayfeed.asp?lang=en&product=103364&audience=100402