I think he is more on the mark about streaming video than conversational commerce / bots. If you are a regular Facebook user, you can get an idea of where they are headed with the notifications that get greater priority and what is more likely to appear in your feed.
I have noticed greater visibility of Events and Live Video streaming. When a friend starts a live stream, I get a notification that shows up on my lock screen.
I'd put my money on Facebook going into video in a big way. Maybe they will be the one streaming sports games around the world.
I don't know, just by the articles that have been bubbling up on HN lately, the dam seems about to burst on chatbots.
I'm seeing more an more articles about them. Amazon (via Echo/Alexa), Microsoft (via bot framework), and Facebook all seem to think it's about to become big, and I saw an article about China's mobile experience that suggested it's already pretty big over there.
Developers seem to be less interested in it, but businesses seem to be pretty hot on it.
I have noticed greater visibility of Events and Live Video streaming. When a friend starts a live stream, I get a notification that shows up on my lock screen.
I'd put my money on Facebook going into video in a big way. Maybe they will be the one streaming sports games around the world.