I'm always wrong, but I'd bet "tech" will disrupt itself over the next couple of years and there will be some carcasses in that Silicon Valley place.
Everything has low entry barriers and is easily copied, only thing that gives companies the edge they need is the network effects. The model seems to be
1) idea!
2) volume!
3) revenue! (??)
4) Monopoly! (??)
5) profit!
3) and 4) are the tricky ones