This is smart, and prescient. Through this lens, a huge part of the entire mobile app phenomenon that iPhone really catalyzed is merely an impact of moving so much computing power to the edge of the mobile phone network, instead of trying to provide so many services through archaic centralized infrastructure. Put simply: Move the brains to the edge of the network, and you get great new kinds of apps. We don't know what the Angry Birds or Draw Something of the server-side web app world looks like right now, because right now there's no way for consumers to buy it.