In addition to founder analysis and commentary, I think it would be useful to hear from industry veterans about ongoing challenges/opportunities in their industry and how new companies can/should attack them. In a similar vein, how does socio-economic and political change affect these opportunities (e.g. new legislation in certain markets allowing for new technologies and processes to gain traction).
Another thought I had is something debate-like; if you've ever listened to the Intelligence Squared podcasts they basically take an issue and have two "teams" of two people debate the issue. From a start-up perspective it would be interesting to hear founders or veterans debate topics like "BitCoin is going to revolutionize micropayments". I'm not sure if this is a good idea or a terrible idea but I thought I'd put it out there for discussion.