John, thoughtful post!
Your first point, in particular, I think is spot on. The enterprise software space is going to be forced into a renaissance of application experience. I’m still surprised as I see leaders in that area say that the experience doesn’t matter because of what is very often a difference in the buyer persona verse user persona. But I agree and think you’re spot on — the new wave of enterprise apps are going to be those that take a “consumer” experience mindset.
Curious — what are the indications that you’re seeing this is the case?