The vision thing has been pretty obvious to anyone who has thought about this marketplace for a decade. My own description of it - the trust matrix - hearkens back to 2002 and it was as fully formed then as it is now, more-or-less. All smart equipment made trustworthy and attached to a network of networks. The use, storage and exchange of information in devices through a secure medium. Parallel universes (actually not originally a Lark phrase as applied to the TC market) of trust and untrusted information flow. etc.
The thing that then becomes interesting in this landscape are its bumps and cavities. The future is not a smooth slope down which a visionary rolls his ball. It is a complex universe of competing principles and angled planes. If you cannot see that, you have no business in the world of forecasting. Wave may reach its goal, but it has made its journey as a result of adapting to the variety of surfaces and slopes upon which it has been made to travel.