Agreed, completely delusional wishful thinking. There is some innovation and "unbundling" at the edges, and then once those edges become reasonably well define

Agreed, completely delusional wishful thinking. There is some innovation and "unbundling" at the edges, and then once those edges become reasonably well defined and there is a verifiable market there the majors will swoop in, build a couple of clones or additions to their platforms and hoover up a couple of the larger apps. And the cycle will continue. Every once in a while one of these major players at the edge will grow big at a fast enough rate that it will achieve orbital velocity and become a major in its own right by owning the new hotness for long enough to become a utility (cf. Netscape, Yahoo, Google, Facebook, etc.) but the idea that this there is any sort of major change in progress seems somewhat detached from the facts on the ground.