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TLDR: “make the web do apps” is not a disruptive strategy. It's like surviving The Great Oxidation Event, then saying “make anaerobes do photosynthesis”. Ok, but the blue-green algae got there first, so photosynthesis is no longer asymmetric. It is symmetric competition.
...but decentralization is right behind it.
When Tim Berners Lee talks about how he designed the web, he uses an analogy from physics, describing his process as a quest to find “fundamental laws” which can generate a desired system:
Your brain on IPFS