One point I didn't make under the "Consolidation" section of this: I'm surprised that I don't see more urgency from the teams working on the next generation protocols. They feel more like research labs and grant makers, than startups hustling for the top prize.
For the winner here, it's potentially a $100B outcome (not to mention changing the world).
There were many early competing standards when the internet first started, but only one TCP/IP. https://en.wikipedia.org/wiki/History_of_the_Internet#Networks_that_led_to_the_Internet …
History may not repeat exactly here (lots of differences in crypto, for instance the protocol developers will probably generate a lot of wealth this time), but it will likely rhyme.
You can follow @brian_armstrong.
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