In my most recent column on TechCrunch I advocated that it's time to stop thinking of tablets as streteched-out mobiles, and develop games for them as a primary platform. With over 100m iPads sold, the launch of the Mini, and many more from other manufacturers to follow, the tablet is no longer just a big-assed iPod Touch.
While the social/mobile story had its origins in a dozen different places, it coalesced into a real marketing story in the Bay Area. The resulting revolution fundamentally changed games, both in how we think of them and how the business of games works. Lessons have been learned from the revolution, but its shortcomings also became apparent and eventually overtook it. This is why I think that the "San Francisco Revolution" is over.
My latest TechCrunch post talks about a popular misconception over Facebook vs mobile social games. Many providers seem to think that the pressures that have applied in the browser space (currently causing Zynga much pain) do not apply to them. In my opinion they are very wrong.