The clip shows how close HTML5 performance is to that of a native iOS iPad app. Can you believe this is running on a browser?
Disruption is not only about technology, it is also about business models. If the App Store revolutionized mobile apps, the just released Chrome 8 will support Chrome OS Store, that could take the App model to the browser.
A nice HTML5 app: http://everytimezone.com/
Clip seen here: HTML5: not ready for primetime, but getting very close