It's a fair point. What's engaging is that typically, the nature of the next emerging cycle is not evident until you're well into it. I started to write a list of possible break-out technomarkets for the 2020s from The Valley, but I decided I'd rather not and be 'surprised'.

One aspect of the scale these companies are achieving is the political implications. Yes, the worry in DC over their manipulation of human nature, but it's also issues like the headbutting of the gig-labor lifestyle against tax policy right in California. Pushing technology forward eventually encounters politics and it's interesting to watch these firms gird up for that battle.