- Rumors about Apple AR glasses, but no release in 2021.
- GPT-4 ships, we see more trends pointing to AI generality with deep mind probably releasing another interesting paper.
- Vaccine distribution resolves covid in western countries by late summer/fall.
- Tesla ships cybertruck and full self driving beta to more users (maybe fleet wide to people who purchased FSD).
- VC 'move to Miami' rhetoric dies down and most people move back to SF bay in the short term post covid remote work.
- We see flexible remote schedules post covid, but most people still go into the office, most work still is office based (and those companies are more productive).
- Peloton continues to do well even post covid when people have gone back to normal life.
- Starlink ships and is a major telecom player, including in areas like China or the Middle East where governments try and control network access/comms. It makes good internet possible anywhere, Loon and other attempts fail to compete because their solutions are worse and less globally available.
- Bitcoin remains volatile
- Nikola dies, companies that went public via a SPAC are generally worse than companies that go public via other means.
- Post covid travel/consumer spend boom 'roaring twenties' response.
- USG institutions start to repair themselves post-trump crony damage, but congress is still largely grid-locked on legislation. Some republicans continue to refuse to accept Biden and pretend they're just doing the same thing dems did about the Russian interference/obstruction of justice in 2016 (they're not).
- Woke politics dies down a bit in Biden era, but is still an issue
- More writers go direct via Substack and newsletters siphon off the best writers. Major news outlets continue to get weaker and more partisan. Something interesting happens in this space.