the only scenario that can be ruled out is one in which the total addressable market for technology first movers is the entire planet. yet this was the thesis until quite recently :-)

so we are moving from the short lived digital Pangaea (where an advertiser even attempted to issue a global private currency) to a planet segmented into digital continents. How many continents and how connected at the physical and informational layers remains to be seen. Evolution never stops and in silico it works much faster than with organic matter.