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I think the next Netflix is more likely a consumer item.
Something that majority of (U.S.) households will have, and that most know and understand even if they don't own/use it themselves.

Like an iPhone, or Netflix streaming service: what do consumers use constantly.
Amazon already has ecommerce.
Google has search/youtube.
FB has FB/instagram and messenger/whatsapp
For music, which doesn't interest me due to royalty rights and lack of moat, there is Spotify/Pandora. (I would also argue YouTube) Amazon, iTunes. blah.

The next consumer waves, B2C, will be: VR/AR (for entertainment, gaming, shopping, researching, at home and at work), blockchain (how we pay), and autonomous driving via Ride-Share Fleet or Owned Vehicles(how we get around). Not clear to me how to invest in blockchain yet, but Square has a shot, I guess. For Autonomous cars, I have it covered with NVDA and BIDU.

So I want to focus on VR/AR. I see VR as more of an "from inside home or office" market whereas AR can be indoors/outdoors like concept of Pokemon Go.

$3.6b has been raised recently for AR/VR startups, heralding a new leg up in the marketplace according to this article:

For me, I think one of the next consumer explosions will be VR in every home.
Magic Leap, private:

Oculus, owned by evil empire Facebook (FB). Here is article on the future of Oculus aka "Santa Cruz"

HTC Vive:

Other players include MSFT and AAPL for A/R, with Hololens and for iPhone/iPad, respectively.

Samsung will be a player...they have Gear VR.

If you are in LA or headed there, the largest US-based AR/VR conference is in first week in May:

Here are Adobe's predictions for 2018 retail leaders, which includes blockchain and VR.
Here's Adobe Digital Insights' complete list of predictions for 2018, paraphrased:
Extra cash flow from changes to the tax law will be a "windfall" for marketing budgets.
Cryptocurrency awareness, particularly of bitcoin, will lead to eventual adoption of blockchain-based commerce.
Disconnecting from social media "will create social echo chambers that intensify debates" and make it tougher for people to avoid negative news.
Automation will "re-level" the workforce as people want more personalized service.
Dystopian imagery aside, positive sentiment will ramp up the adoption of automation.
Virtual reality entertainment is heating up, and "consumer demand will be higher and faster than you expect."
Traditional media will stabilize for a while.
Podcasts are having a moment.
There's a shift toward paid social media ads and away from paid search.
Marketers should treat social media influencers as partners, "not as hired guns."


ps...used to say Life is But a Dream, but maybe it is just VR. :)
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