Roger McNamee’s 10 hypotheses:

1. “Next” Web Architecture = Hypernet + Hyperweb
2. Enterprises Adopting Consumer Technology 
3. Index Search is Peaking
4. Apple’s App Model Has Undermined Economics of HTML4 Web
5. HTML5 is Game Changer for Publishers
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

via hypernet