Om talks about the sofaweb, although I like the term gamerweb better. It’s all about the new generation of gaming devices (wii, xBox 2, Playstation 3) that are connected to your TV and have broadband internet.
It’s a big opportunity, but I’m not sure it’ll take off. The mobile internet never took off for 1 reason: it’s a closed platform. The mobile companies control too much of the access, and the devil is in the little details. The same thing happened when Sony messed up the PSP: because they loose money on the hardware they never really opened up the platform, a big mistake imo. So sure, these gaming platforms are connected, but the question will be how much control the owners try to excert in subtle ways. If they really open things up, a whole new ecology of startups could grow around these platforms.