What are the $10+ billion big industries of the future?

1. Sharing Economy: There are 100s of things that we have, but don't use it all the time (home, car, office, bike). Sharing economy refers to someone else using it while you are not using. This is already a billion dollar industry (led by AirBnb). However, we have not seen the biggest yet and could easily be 10s of billions. I have booked 50+ days with Flightcar (renting someone else's car while they are on travel) and I can see potential. There are 100s of segments of this industry that are emerging (such as AirEnvy and Homejoy). Things like research labs will be a part of this economy.
   
2. Electric cars: Tesla has finally started to produce a more sustainable electric car model. However, we have a long way to go in revolutionzing battery technology, distribution stations and creating automobiles. Most likely, this will be a repacement industry.
3. Internet of Things: Our computers are all networked and we are able to communicate through them. Then came mobile phones that soon got networked. How about networking all the other things that we use? NEST is a recent big acqusition by Google that makes a networked thermostats. What if your Oven & Refrigerator can directly get the recipe from your friend and make a nice Cheesecake? Gartner estimates that 26 billion devices will be ready for networking by 2020. That means each one of our homes might have 25-30 such devices speaking to one another.
   
   
4. 3d Printing: 30 years ago, printing on paper was only limited to big printing presses. Unless you were a big company, printing was not really convenient for you and had to rely on copying places. Then printers came on your desktop - revolutionizing document management significantly. The same is likely to apply in the 3D world. Right now manufacturing is limited to big factories. The 3D revolution will create a range of secondary industries, enabling completely new applications. 
5. Smart cities: Google is making cars driverless. Alums from my college are making trash cans smart (they will compact the garbage as you throw). Our sewage systems are getting smart. In the future, a lot of boring jobs will be done by a network of smart robots. 
6. Open source licensing, governance and management: Open source movement is more than 2 decades old. However, only now have big organizations have started getting in big way. We are still away from an inflection point. 100s Billions of dollars worth of software would move opensource - leading to extra complexities in licensing, support, governance and management.
7. Solar power: Solar energy is still more expensive than conventional energy sources. However, the cost of solar energy is rapidly falling. At this rate, solar energy might have parity with conventional energy in a decade. That will radically change the industry and a trillion dollar solar power energy will evolve.
   
   
8. Online education and training: The MOOCs have started scratching the surface of education. However, moving just videos online doesn't make a school. Education is a trillion dollar industry and it will take 2 decades to enable the industry to reach to major inflection point. 
9. Bitcoins: There are many in Silicon Valley who are convinced that the Bitcoins are the next huge thing. Just as Internet liberated information from the clutches of big companies, Bitcoin is expected to do the same for currency. I'm skeptical, but I can see dozens of secondary industries growing around the ecosystem.
10. Smartdust, Programmable matter & Nanotechnology: This is part science fiction and part existing research. It might not even come to fruition in 2 decades. But, it has the potential to substantially alter what we wear, how we treat diseases, how we generate electricity and how we drive. 

Key technologies and their current stage of progress.

Source: Gartner hype cycle (2013)