I think he is more on the mark about streaming video than conversational commerce / bots. If you are a regular Facebook user, you can get an idea of where they are headed with the notifications that get greater priority and what is more likely to appear in your feed.

I have noticed greater visibility of Events and Live Video streaming. When a friend starts a live stream, I get a notification that shows up on my lock screen.

I'd put my money on Facebook going into video in a big way. Maybe they will be the one streaming sports games around the world.