Good analysis.<p>When I first read Vic Gundotra (engineering v.p. at Google) statements he convinced me. But I'm not so sure anymore that browser delivered apps will win against custom applications.<p>Most users don't even know what a browser is (<a href="http://www.youtube.com/watch?v=o4MwTvtyrUQ" rel="nofollow">http://www.youtube.com/watch?v=o4MwTvtyrUQ</a> - btw, this has been made by a Google intern) and custom apps already provide a better experience for them.<p>The proof comes from Google itself: Google Earth, Google Maps, Google Mobile etc.<p>Browsers could soon become obsolete for the vast majority of users - who will probably completely ditch PCs in favor or smartphones.<p>Edit: I'm not saying that I like it. I'm just saying it could happen.