You study a situation, you make assertions about what will likely happen -- and then you see real-world examples of those predictions becoming reality.
The big notion? Traditional enterprises will be forced to recognize their aggregated information as a strategic asset, much in the way they think about money and people.
Enterprises with digital business models already view the world this way. Traditional enterprises are evolving into digital ones. Ergo, as they evolve, one of the visible markers should be a pronounced shift in how they view their information resources: from ancillary to strategic.
I now have enough observed examples at hand to claim at least partial validation of this effect. And, as a benefit, I think I can now start to make more confident assertions about what more organizations will be likely seeing in the next few years.