Now is the time for the cloud I think. Phones are pretty much laptops and laptops have replaced desktops, heavy tasks are more often outsourced. When the hardware is interchangeable (and that includes the next version of the iPhone) that's when the demand for the cloud will be heard. Before it was a convenience, now it's an exigent matter of not being able to keep things apart.
Up until now, devices have been objects of treasure and identification. When what your machine does is taken for granted, something else will have to replace it as your personal hearth keeping you warm at night.
I agree that there is no next big thing. But there is a next big "thing".
Umm, huh? No offense but this looks like a game of buzzword bingo. "Now is the time for the cloud I think." How does "the cloud" have anything to do with the rest of what you've written?