Never owned Honda cars but always liked their Mr Opportunity campaign. Especially the knocking sound. That knocking sound is getting louder and louder for the Mobile Web.

For any idea to be fully 'invented' it first has to move to Silicon Valley. We finally passed that test for Mobile computing.

After languishing in Nokia and Motorola WAP'ish interface for many years,  Mobile web is finally becoming a reality.  iPhone (and the accompanying baggage of GPS, App Store, SDK, iTunes etc) present once in a decade opportunity to reprogram lot of existing use cases. There is a play here, that's why Kleiner Perkins started $100 million fund. I hope it gets allocated to address broader Mobile Web market. Tim Oreilly echoes that there is a strong startup mindshare working in favor of iPhone.

How to play in this new mobile web is still a challenge. Market is moving fast, time window to declare victory is longer than what contemporary funding circus allows. All that Facebook F8 hype ended up helping top 10 or 20 applications. Rest of the 30,000 odd applications became glorified focus group studies. How to plan scarce development resources so that your iPhone app doesn't end up as a focus group experiment? More questions than answers right?

I think many trends are converging and they present higher abstraction play opportunity. Mobille Web, Voice Web, Smartphone SDKs, etc are evolved enough that they can be addressed from single development environment.
Key is to find horizontal services in this emerging category. Clear visibility into revenue model won't hurt either.