Seems to be autonomous transportation. Hence auto and tech. Google, Apple, and GM are the only companies named in the article. Google says they'll be ready in

Seems to be autonomous transportation. Hence auto and tech. Google, Apple, and GM are the only companies named in the article. Google says they'll be ready in 2020. Apple TV has the biggest share of the streaming TV hardware market [1] and Watch almost brought in $2B last year [2]... but iPhone and iPod sales are sagging [3]. GM just put $500M into Lyft. Ford is pivoting to software and services. And so on. "Driverless" has the potential to be more like horse shoes or "iron horses" or "horseless carriages" than, say, western saddles or dieselification or automatic transmissions. Historically, dramatic changes in ground transportation seem connected with dramatic changes in how people spend time, where they live, and what they work on and value and eat. As for pharma, maybe the patent cliff? By 2020, patents on Plavix, Singulair, Diovan, Lipitor, Rituxan, Humira, Novolog, and Avastin will be expired. 1. http://advanced-television.com/2015/11/06/apple-tv-31-of-streaming-tv-hardware-market http://advanced-television.com/2015/11/06/apple-tv-31-of-str... 2. http://www.ibtimes.com/apple-watch-sales-topped-17b-apple-inc-fy-2015-2162403 http://www.ibtimes.com/apple-watch-sales-topped-17b-apple-in... 3. http://www.cnbc.com/2016/01/20/iphone-sales-worse-than-expected-ubs-analyst.html http://www.cnbc.com/2016/01/20/iphone-sales-worse-than-expec...