Bird flu becomes an epidemic. A hundred cases in Q1 More models enter the AR glasses market. Ray-Ban Meta gains an AR display, a minimalist Orion. More market

Bird flu becomes an epidemic. A hundred cases in Q1 More models enter the AR glasses market. Ray-Ban Meta gains an AR display, a minimalist Orion. More market adoption spread out across different manufacturers Gen AI products become really sticky. Like daily use. eCommerce product recommendations. The power consumption drives more Big Tech to invest in nuclear energy (SMRs). COP30 sees even less government participation. Google Cloud continues attracting more startups across the US & UK with its scalable gen AI infrastructure. Some AI companies jack up their prices after gaining a critical mass of user base (Meta’s Llama) More AI deployed in more Tech co.s like , replacing more jobs - customer service, transaction compliance, outbound sales. More mental health awareness with social media use. Hopefully more AI or protective measures deployed against active shooters, ie, ZeroEyes. More DEI in the arts - Hollywood, music, publishing. Some sort of immigration crackdown. Trump will need to clarify his stance between Musk’s policies & his MAGA old guard. He & Musk fall out at some point The Russia-Ukraine war ends via attrition. Maybe Israel too