WebGL is picking up steam. Supported in Webkit and Firefox, with IE being the laggard (as usual). Once you have WebGL you have the building blocks needed for any kind of UI you want.
Yes WebGL is the first step....like OpenGLES ...next step would be something like CoreAnimation and CoreGraphics....then something like UIKit....(then something like Three20 haha!)
Although I think its very hard for any company including Google or Facebook to make something the matches the design quality of these frameworks....The real problem is that no one company or person is going to take this responsibility...and hence even a good attempt will end up looking like a clusterfuck....and that is exactly what Joe is trying to say!...the Web needs its Apple!
Not to mention that by the time something like UIKit exists for the Web Apple would be miles ahead!