The original call
Original year: 2019
2026 assessment
Scorecard verdict: Hit (mostly)
Hit, mostly. The big structural moves are real in 2026. “The stuff comes to us” is the dominant pattern. The car genuinely has become a shopping cart with payment built in. And the reinvention of retail real estate is exactly on script — struggling malls are being converted into experience and entertainment destinations on one hand, and into last-mile logistics hubs, fulfilment centers and “dark” distribution space on the other. The one piece running behind the paragraph is the literal “drone pads on every driveway” image — which brings us to the prediction I want to flag honestly.