As our focus has shifted to the web in the past decade, I think a lot of us (myself included) have convinced ourselves that the future lies completely inside the web browser.
Hearing Gates address the issue, and combining that with what we're seeing now with mobile and touch-driven computing has really convinced me otherwise.
I see this interview as a call-to-arms from our heroes to gear up for this paradigm shift. They've gotten us this far; and now it's up to us, the developers, to really drive it home.