Roger McNamee of Elevation Partners

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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Photo by: Rafe Needleman/CNET

Speech intro

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

See the full story, "Apps will rescue the Web from Google"

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Social is over

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

See the full story, "Apps will rescue the Web from Google"

Photo by: Rafe Needleman/CNET

The future is mobile. Plus cloud.

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

See the full story, "Apps will rescue the Web from Google"

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So long, Google

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

See the full story, "Apps will rescue the Web from Google"

Photo by: Rafe Needleman/CNET

The new hotness: Apple

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

See the full story, "Apps will rescue the Web from Google"

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HTML5 matter a lot, too

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

See the full story, "Apps will rescue the Web from Google"

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iPad! iPad! iPad!

Did I say balance? Not for long.

See the full story, "Apps will rescue the Web from Google"

Photo by: Rafe Needleman/CNET

Windows? Forget it.

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

See the full story, "Apps will rescue the Web from Google"

Photo by: Rafe Needleman/CNET

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