There's some truth to what he's saying, in that the most interesting innovation is probably going to happen beyond the web- clean tech, biotech, and life sciences.
Since that interview, a lot of interesting developments have happened on the web, e.g. proliferation of VoIP, mobile dev, microblogging and real-time search.
It does seem like the fields you mention are ripe for innovation, though. I wonder if CS will be playing a significant auxiliary role.
