It seems obvious to me AI will be the next major disruption. Radically decreasing the need for human labor has an obvious productive advantage while there is no evidence people would prefer to leave reality.
There's a story I love to recount on this topic. A dad asked his kid why they preferred reading books to watching movies. The kid said, "because they have better pictures."
(And yes, AI can write stories, so the markets aren't orthogonal.)
When people have nothing to do they might prefer to leave reality....
What remains to be seen is which disruption happens through the use of AI, which seems much more up for grabs.