What did mobile and social disrupt?
-Authoritarian governments. -Print media -Broadcast and cable TV -Anything people occupied their time with before it
What will/has the iPad disrupt/disrupted?
-Microsoft -Desktop & Laptop hardware manufacturers -Print books (asta la vista Borders) -Television sets
Steve Blank's complaint is basically that the margins are so good in this "new" market that all the money is being invested here and the next big disruptors are getting ignored.
I think as processing power continues to drop in price and mass market access to gigantic data sets grows, this will become a non-issue. The question is, will those disruptions come from somewhere outside of Silicon Valley?
I can walk from Seattle to Portland if I desired, the only advantage a car offers is convenience. Yet through that dramatic increase in convenience the car has proven to be one of the most disruptive inventions in history. Similarly, one can communicate, do graphic design, mix audio, produce movies, write letters and novels without a computer but the convenience afforded by computers and the internet has fundamentally transformed all of those activities.
An iPad, on the other hand, makes a few tasks marginally quicker, but is incapable of other tasks. It is marginally more portable. Yes, there are other benefits (as you state) but they are nothing compared to the amount of time that would be generated by self-driving cars. The average US citizen spends 7% of their life driving:
http://www.justanswer.com/general/0oy3c-time-does-person-spe...
Imagine the difference that could make. We could all play on our iPads more.
It has nothing to do with the journey itself, it is what that journey allows you to do. The settlers of the American West could not make that trip with any kind of regularity because it took so long. These days, you could live in Portland and work in Seattle. Admittedly, it would be miserable, but still. The ability to commute is life-changing.
Compare that to the iPad. It does make reading my e-mail slightly more convenient, yes. It allows a number of different UI interactions. None of these are life changing.
It's only 2-3 days by horse. You could do it in about a week on foot.