Infrastructure Ripple Effects

Shaan Puri shares his predictions about how several major companies and services will evolve in the future, focusing on how technology will fundamentally change their core business models.

• Next Facebook:

  • Will be a hands-free camera system at eye level
  • Acts as a "super memory" for instant capture and sharing
  • Bypasses traditional social media by focusing on content creation first
  • Similar to how Snapchat disrupted by opening directly to camera

• Next Amazon:

  • Will be conversational shopping in your home
  • Voice-activated ordering system
  • No typing or manual input needed
  • Intelligent recommendations based on:
    • What friends use
    • Popular choices
    • Price points
  • Can facilitate direct communication with friends about products

• Next 7-11:

  • Will become a "cloud corner store"
  • Small 500 sq ft automated facilities
  • Located within 1 mile of customers
  • No prime real estate needed
  • Features:
    • Fully automated (no humans)
    • Drone delivery within 15 minutes
    • Small lightweight carrier drones
    • Landing pads at customer homes

• Future Technology Evolution:

  • References personal experience from 1988-97
  • Highlights rapid progression:
    • From single computer rooms to mobile devices
    • From basic phones to HD streaming
    • From difficult text input to modern interfaces
  • Emphasizes how quickly "absurd" concepts become normal

The core theme is that major disruption comes from fundamentally rethinking how services are delivered rather than incremental improvements to existing models.