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At the Always On Silicon Valley Innovation Summit today in Santa Clara, Calif., investor Roger McNamee gave a talk spelling out how mobile will win--and Google will lose. His speech was at turns hyperbolic and prescient.
See the full story, "Apps will rescue the Web from Google"
McNamee calls the new, mostly mobile Internet the "Hypernet."
You can't build another Facebook today, McNamee says. So don't try. He is an investor in the social network.
Old computer and software makers won't make the switch, he says.
In particular, Google won't make the transition, McNamee says.
McNamee says iOS is the platform that will bring balance to the Internet.
HTML5 will bring power back to content creators, McNamee says.
Did I say balance? Not for long.
Microsoft is toast. The future is mobile devices and cloud services, says McNamee.