The Next Big One?

Stripe? Not sure if they can become as big as Google though, the payment space is rather well served already (but who knows). I plan to buy some of their shares in any case.

Maybe Starlink? Satellite based Internet access and communication services could be huge and it’s a truly global business with so much potential (e.g. Africa has so little bandwidth now and so much economic potential). Right now it’s absolutely niche because of the delay and the extremely high cost, but fast and cheap global Internet access via satellite could be a real game changer. Seems like there are many use cases that could benefit from such a service as well, think alone of all the connected devices like cars that need a reliable Internet connection. Plus they are in a good spot since their ties to SpaceX ensure they’ll have some of the best access to price-efficient launch capabilities.

Alibaba was the biggest tech one recently. I'd expect more Chinese companies to take the scene.

Companies like Huawei are still private, and solidly have FAANG tier revenue. It seems like they're big enough to not have to go public, but there's rumors of it.

Something like TikTok (ByteDance) is able to compete toe to toe with Instagram, product wise. They'd probably be the first serious Facebook competitor.

I mean we just had Uber. It's still a $68B company despite somewhat mixed sentiment and performance in the public markets.

Well I am going to guess Chinese, and a company I think are doing amazing consumer electronic products with great quality is Xiaomi.

They do not sell their products in US yet, but once they start I think they will be a massive hit!

No real answer to such a question because the amount of ideas to come out and industries already at work; Asking for the next big one could likely be impossible.

Hashicorp, 2023-2024, ~$20 billion valuation

Snowflake or Databricks.