Couldn&#x27;t agree more with all of your observations.<p>I agree that cloud is currently the center of the ecosystem, and will be over the short term. Data is the blood and the cloud is the heart that stores and pumps that blood. Will become increasingly important as silicon per capita ratio increases and people look to analyze data for optimization purposes.<p>As another poster commented, a paradigm shift in I&#x2F;O (VR&#x2F;AR?) will drive the next surge in productivity as new tech adopts to a better&#x2F;faster way to get it to do what we want.