McNamee's 'Beyond Social' talk (photos)

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.

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McNamee calls the new, mostly mobile Internet the "Hypernet."

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You can't build another Facebook today, McNamee says. So don't try. He is an investor in the social network.

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Old computer and software makers won't make the switch, he says.

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In particular, Google won't make the transition, McNamee says.

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McNamee says iOS is the platform that will bring balance to the Internet.

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HTML5 will bring power back to content creators, McNamee says.

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Did I say balance? Not for long.

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Microsoft is toast. The future is mobile devices and cloud services, says McNamee.

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