HTML5: The Next Big [Disrupting] Thing for Content @Moonalice

Roger McNamee, alias Moonalice, alias Hypernet, is a world by itself. As earlier reported, I posted about some incredible interesting discussions he held on Youtube. In order to follow this guy, I chose his @Moonalice on twitter. Since McNamee is part musician in the Moonalice band and website, this twitter ID is a mix of investment, tech and music. So as I write this post I’m listening to his band radio-channel. I think he is calling the band's genre psychedelic jazz. Anyway, its great to listen in. And the visual style is quite elaborated, and remind me of the Art Deco in Barcelona:

Moonalice cover
Moonalice music cover
McNamee also co-editing the blog Roger and Mike’s Hypernet Blog, where he is explaining what he believes is coming after the apps.

Yesterday I got THE reward for following. A really long blogpost on HTML 5, and what part it plays in his Hypernet vision. It’s a great post and you should give you the pleasure to read it! Here is the final paragraphs:
Imagine that the Innovator’s Dilemma continues to plague the leaders of the HTML 4 web. Imagine also that Apple retains it hegemony in the world of apps. In that case, HTML 5 and the next generation web would be a new opportunity, open to anyone. From where I sit, this appears to be the most likely outcome. If so, then the new business opportunities will favor content owners who seize the opportunity to differentiate, tool vendors who enable that differentiation, hardware vendors who support them, and new web services that leverage HTML 5’s capabilities. In terms of scale, the opportunity should ultimately be larger than today’s web. 
I suspect most content creators will not rush into HTML 5 because it only supports a narrow set of use cases and platforms. Others will wait because agencies have been slow to support mobile ads, despite the unprecedented growth of the iPhone and iPad. I disagree with both rationales for delay. The time to experiment is now. Failures don’t cost much at this point, and wins are likely to translate into businesses advantages that can be compounded over time. At this stage, developing for Android is relatively less valuable, as Apple has effectively cornered the market for consumers who will pay for content.
Roger McNamee provides a total experience, with music, visual art, vision, technology and investment. He definitely is a man putting his dent in the universe!

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