The HTML5 canvas tag is basically a Cairo surface minus a few functions. That means there's a lot of desktop software that can finally be moved to the web. It also means the entry barrier is fairly low. This is great for disrupting desktop software businesses and destroying the market.
I agree with you that it's still not clear whether the valuations for these new companies are reasonable.
If I had a bunch of money right now, I'd be buying under-valued desktop software properties and moving them onto the web.
I agree with you that it's still not clear whether the valuations for these new companies are reasonable.
If I had a bunch of money right now, I'd be buying under-valued desktop software properties and moving them onto the web.