Benedict Evans is a partner at AndreessenHorowitz, one of the world's biggest VC firms. He presents a 'State of the Industry' talk at their annual conference, and here's this years' edition. It's an overview of the present moment of tech industry and commerce, how we got here and what can we expect in the near and mid-future. Well worth your time if you're after the big picture and thinking about what's coming down the pipe.
It's 20-ish minutes long, but chock full of info and ideas. You'll probably want to pause and ponder frequently.