Thread by @jspujji

11 Predictions for 2022 👇🏽👇🏽👇🏽

11/ Work from Office Returns with a Vengeance

Yes we can 100% work remotely. But as Omicron finally brings herd immunity, I think people will return to the office.

And. It. Will. Be. One. Huge. Party.

People will remember the social aspect, energy and learning that goes on.

10/ Crypto will have a Reckoning.

Full disc: my knowledge is a 2/10 in Crypto. But what @jack started in ‘21 will become a full blown war in ‘22.

And ultimately that will lead to certain “teams” (btc and eth) winning and others (shit coins) losing.

9/ Dems will improve their majority in Congress.

I’m not v political but consensus is the opposite of the above so I’m taking the other side.

Covid will be ending, some bad stuff about Rs will come out Re Jan 6th, some strong D candidates emerge.

8/ Some big DTC and AMZN aggregators will go belly up.

I hate to bet on anyone failing but I think with the amount of leverage, the challenge of strong execution and end of Covid, some big folks will struggle leading to public failures.

I hope I’m wrong.

7/ Vertical Video emerges as the obvious future format of the internet.

In 5 years, the internet will be unrecognizable from todays “digital newspapers”. It will be immersive video, TikTok style content, ig stories etc.

This will become obvious in 22.

6/ At least 1 of Goog, aapl or FB acquire a major movie studio.

Content is king.

Probably Apple and probably Paramount (owned by Viacom).

5/ CTV (connected TV) sees growth accelerate as it continues to be a dominate channel.

The market of watch time is growing. Players are looking for more alternatives. Great agencies
And infrastructure has emerged. More tech solutions exist.

22 becomes CTVs inflection point.

4/ $AMZN is the best performing “Big Tech” Stock of 22.

Partly because it had a slow 21. But mostly because it becomes clear that it is going to split into 2-3 companies.

Andy Jassy will go back to AWS.

3/ > 25% of e-commerce conversions from FB/IG HAPPEN ON FB/IG.

This is because $FB will buy a commerce player like woo commerce or big commerce.

They will continue to partner with SHOP but will want to own the checkout.

2/ Someone cracks live commerce. The QVC of Mobile + video + live becomes huge in the US.

This totally changes how commerce and customer acquisition works.

1/ TikTok emerges as the clear number 2 to $FB and it’s largest threat in the ad world.

Ultimately TT spans an ecosystem of similar size and scale to FB in terms of brands, content and tools given how unique it is.

Bonus Round #1: Growth teams go global.

The demand for good growth marketing talent continues to far outweigh the supply.

This leads to more creative solutions. And like software eng 20 years ago, we see growth talent emerging from Eastern Europe, India, Africa, Latam and PH.

Bonus Round #2: The Creator Economy comes into its own.

Creator becomes a new title used for official documents. Being a creator will be the number 1 type of small biz.

And an entire economy will emerge to service these creators.

Please RT this thread or your favorite prediction above.

About me:

I've bootstrapped multiple 8 figure businesses, grew Ampush to $400,000,000+ in FB spend, and run a venture studio launching a profitable company every quarter.

And I write weekly threads just like this!

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