I didn't say the Web sucks, I said consumers will perceive that the Web sucks if they can't find the experiences they want there. I've been on the Web since Tim Berners-Lee announced the first web page, I'm rpetty sure I know stuff about it.
Consumers will have to install an extra plugin to get the same experience as native apps. This is better than having DRM built into html5 which will make unreasonable demands from the browser and the OS. With DRM in html5, it might be possible that Linux based systems may not be able to support html5. If you can have completely open source code, go ahead and add DRM support to html5.