The number of apps is going to increase 100-1000x over the next few years. 

1. Seems like an index of big cloud platforms and NVIDIA is a good way to bet on this

2. In the same way creators have moved from text and image to video and D2C, would imagine a lot more creator-built software in form of games, interactive stories, etc.

Unbundling cycle!

I do honestly wonder about data, identity and compute infra for the resulting apps. You’re right that cloud+chips will be critical as proxies for app creation.

But I think advances in local-first infra for the long tail might be the most interesting space to watch for disruption.