Moving in the same direction as Reuters, with its OpenCalais service, Hakia has started offering two new APIs, one related to search and the other to content summarising and enhancement (see RWW's story). Perhaps it has some way to go before this is a really useful service in terms of the quality of its output (if RWW's experience is any guide) but it's early days. In any case, putting this alongside Calais and Yahoo!'s Term Extractor (not to mention other semantic enhancement services extracting, for example, location data), this shows at least that there are quite a few people out there that think there's a market for this sort of service.
Semantic enhancement (as well as data validation) is a service that I've mooted as a possibility for Europeana. With a specialist and very authoritative data set, it could appeal to those needing to enrich cultural heritage content. There may not be a lot of money in it, but as Harry Verwayen pointed out to me, that's not necessarily the only benefit to the service provider (or I doubt Reuters would be in this game). Building traffic around the site and strengthening the brand is a benefit. Similarly, increasing the use of the ontology/thesauri used by EDL increases its influence.
Harry is putting together a presentation for next week's WG1 meeting after the EDL plenary, and he's generously put my name on the front too although I have little to contribute beyond these slightly flaky suggestions. We'll be throwing these ideas into the mix in a discussion of business models for EDL when it goes live.