hen comments on Procedural Knowledge Gaps - Less Wrong
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In case it's not clear: I'm not trying to contradict you; I am trying to get advice from you.
Suppose that you got a mysterious note from the future telling you that the demand for home-robotics will increase tenfold in the next decade, and you know this note to be totally reliable. You know nothing else that is not publicly known. What would you do next?
I'd advise finding a market bottleneck, like ColTan mining. You'll see any technology that can replace tantalum capacitors from further away than you'll manage to see software or design shifts.