Markets are usually disrupted by the four risk categories behind PEST analysis: Political, Social, Economic and Technological change. If you read most founders' histories, you'll see a common pattern though: The only one of those categories that can be reliably predicted and timed is technological change.

For example, PayPal started out as a security company by predicting a social storm: that employees had too many digital keys to things, and anytime now, they'd like to keep them all on a PDA Wallet. Turns out that social storm never came. But the technological storm of "the Internet" had something else brewing.

What are some technological storms you see coming?