and, in at least some cases....
3. Tremendous numbers of people in high income countries switching to smartphones.
Now, it's always dangerous to make predictions, but just for fun: None of these conditions are likely to obtain in the U.S. over the next decade, so I don't think we will see new unicorns. A different kind of technological shift could occur - perhaps LLMs will create whole new classes of UX - but it seems the incumbents are well situated to capture the upside, absent a big regulatory push.
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