[lefstathiou]

I’m not an expert in anything, just wild guesses projecting some of my biases:

1- significant portion of mass market retail becomes automated. Labor is getting too expensive and entitled. Everyone needs to hire no one wants to work and businesses can’t make $20 minimum wages profitable.

2- Drone military spending goes up by 10-100x. Fueled again by enlistment shortages and arms proliferation and need for deterrence.

3- AR/VR becomes the most hyped consumer technology (more than now). People are thirsting for something new and a 100 megapixel camera in the phone doesn’t move the needle

4- More and more companies announce migration away from Chinese manufacturing. Vietnam and India become primary beneficiaries. Global undeclared economic war wages on.

5- Google and Fb will see persistent losses in active usage. They are too addicted to the ad money and user experience is becoming borderline hostile.

6- Still won’t be able to buy PS5 if you want one. Nintendo will continue to milk the switch without a meaningful update. Won’t stop unless sales dry up.