Could you say more about &quot;WebTV -&gt; YouTube, Netflix&quot;? There are two things I could imagine WebTV meaning here (TVs used for Internet access; broadcast TV including more interactive elements) and both are basically the opposite of YouTube and Netflix.<p>I&#x27;d also question the &quot;VR-&gt;Warcraft&quot; thing. the 90s notion of VR was about something much more like the current hype for VR, with head-mounted displays and natural human movement in imaginary spaces. Even in the 90s we had what I think of as the predecessors to WarCraft and MineCraft, which were 3D games like Doom.<p>I also think you can&#x27;t sweep timing under the rug like that. The next-big-thing phenomenon has timing as literally the first word. And that&#x27;s important when talking about technology as a business. PDAs were always a niche business; it took integrating them with the cellphone to make the leap to ubiquity. But none of the PDAs made it into the promised land; Palm even had PDA+Cellphone models, but by then they were too old, too tired, too confused to seize the moment, so Apple did.