I think it gives a good overview of where we are heading.
<a href="https://hubski.com//pub/401344">Discuss this on Hubski.</a>
It took me a bit to realize it's from Andreessen Horowitz. There wasn't a lot of new info in it for me, but it summarizes (my position in) a bunch of discussions I've had here and in private. Thanks, I've mailed it to some of my coworkers. :)