> However, the current crop of big companies will still be the big tech companies in 2030 and 2040.

What’s the reasoning here? Rewinding to 1999, Microsoft is the only (then) big tech company still doing interesting things. Apple was mostly irrelevant and on the brink of collapse, Google was an academic curiousoty, and Facebook wouldn’t exist for another half decade. A lot will change in 20 years. I suppose Yahoo, Oracle, and IBM are still kicking and probably will for a long while, but they are hardly forerunners at this point.