Or of course, things could take an altogether different turn. I remember when GPS was introduced in 96 for civilians and no one could have predicted Uber at that time, though all the pieces were there. BE does a great job of synthesizing possible directions from what's available to him in albeit a really good position at a16z. However, there are many people out there quietly building technology that changes the game completely. Making affordable graphene is one such unknown at this point.