I actually do not think HTML5 is a replacement for Flash (thus my second paragraph). Regardless of the utility and capability of Flash, it is no longer a universal platform. Since it is losing market share (browser with flash / browsers without), I would assume people in the social gaming area are starting to look at other platforms with HTML5 having the largest market share.
"...it is no longer a universal platform."
Was it ever ?
Media diffusion is not something anyone should disregard depending on brand. Present penetration numbers are still impressive unless you have other data. That creates a blind spot in the rear view mirror for someone wanting to isolate social gaming in a area where only one technology is enough, sometimes even the only one that is "acceptable".
Let us see how people like Mr Doob push javascript and the progress that comes in adopting easier render pipelines, it is promissing at this point. maybe everyone is going to want to have the next V8. Maybe webkit, html5 and canvas3D are going to have to get along in the end because social gaming is not part of a area but it exists in a place with some irregular border lines. Maybe some big engine comes and saves the day.
