I would add quantum computing and blockchain to the emerging trends. I read the Economist's technology quarterly on quantum computing from the March issue. It's a lot closer than I thought:
AI seems mostly a technique to make the current services better. It's like ketchup. You can apply ketchup to make the food you cook taste better, but it's difficult to have a ketchup startup. I think about AI in a similar way. Especially for big data, you need to have, err, big data. It's the existing big corporations like Facebook and Amazon that have those.