The Death Of ESBs

I've just watched "Does My Bus Look Big In This" on infoq, this infers that by adopting Enterprise Service Buses we are effectively brushing our spaghetti under the carpet by putting it all in "one box". It also makes a compelling case for "Guerilla SOA", i.e. picking the small winable integration battles, rather than a monolithic campaign of putting an ESB in and all of its associated middleware. I wonder if many of the big ESB and middleware players are cogniscent of the fact there might be a major sea change coming in the world of SOA.