Re: Second, it's impossible to foresee the next big use case or form factor for mobile devices.
I disagree.
We're 10+ years from the iPhone, and there are already 60+ year olds still wedded to theirs.
After battery life, the next challenge is a smartphone that can *easily* be used with poorer eyesight and co-ordination.
And we are a loooong way from that.
Unless Apple, Google, Microsoft are all happy to see their well-heeled customer base drop off a cliff to be replaced by an equivalent number of able - but poor - youngsters ??????