HTML5 program promises to be game changer — from by Diane Mermigas

Also see:

  • Elevation Partners Director and Co-Founder Roger McNamee [Video-based presentation]
    Chapters (full program: 52 min 22 sec)
    01. Introduction
    02. Demise of Microsoft means opportunity
    03. Google in a tough spot
    04. Creativity rules in HTML5
    05.  Apple domination in tablets
    06.  Access from any screen
    07.  The social wave is over
    08.  TV the last protected media
    09.  Economic context and seed investing
    10.  Why Apple supports HTML5
    11.  Privacy regulation
    12.  HTML5 implications for content protection
    13.  Investment in Forbes
    14. Ringback tones
    15. Money in the music industry
    16. Subscription television


  • #1: “Next” web architecture = Hypernet + Hyperweb
  • #2: The decline & fall of Windows unlocks revenue
  • #3: Index search is peaking
  • #4: Apple’s model threatens web
  • #5: HTML5 is game changer for publishers
    HTML5 is not just a programming language; enables new models of web experience
    – Developers will embed audio and video directly in web pages, replacing Adobe’s Flash plug-in; enables much greater differentiation in sites, advertising, etc.
    – Content publishers will redesign their sites to reduce power of Google, ad networks
    HTML5 will be disruptive in ways we cannot imagine today: pendulum swinging to favor content creators and publishers. Imagine Amazon or eBay storefront as an ad.
    – Everything can be an app . . . every piece of content . . . every tweet . . . every ad
    – Ads: create demand and fulfill it at the same time . . . without leaving publisher’s page
    – Other tech (e.g., Wordnik) enables publishers to protect and monetize text onsite and off
  • #6: Tablets are hugely disruptive
  • #7: First wave of “social web” is over
  • #8: Smartphones in US: Apple + 7 Dwarfs
  • #9: Wireless infrastructure is a competitive threat to US
  • #10: Integration of TV & Internet could be disruptive


From DSC:

  • A recommendation that caught my eye:
    Focus 100% on companies that are cloud + multiscreen; HTML 5 as proxy.