[benologist]

What this really does is bridge the gap between Flash-and-mobile for the many companies & devs who created the mountains of games in Flash and will likely continue to for several more years even if Adobe continues to screw everything up - if Flash is doomed it's going to be a slow, slow death because in spite of Adobe it is a massive platform that's not going to disappear overnight.

But beyond that if these guys can make it bi-directional and pull mobile games to web then they're going to have an absolute killer product. If they can also go mobile-to-mobile then it'll just be crazy - publish to a platform, publish to all platforms. Streaming games, weird as it seems, looks like its got legs - onlive etc are doing it, it's really only the scale of the games that is changing.

As far as ads go I don't think that's even worth exploring (although that's in large part my bias towards games) - they have such short shelf lives they can adapt to new platforms without even considering legacy material.