Love this presentation from Benedict Evans on macro and strategic trends in the tech industry. Thank you, Ben. It raises the trillion-dollar question – what is the next big wave in tech? I think tech being systemically important to society ( with tech regulation) is a given and is already happening.
My 2c: I think (and hope) that the next big wave will be the purpose-driven tech companies that solve some of the biggest problems facing humankind than mere convenience. The next big wave of companies will be society, nature, and universe obsessed!