Last week I gave a keynote presentation at GE's 'Minds + Machines' event in New York, talking about what GE calls 'the industrial internet'.
Pretty much every single piece of machinery in the industrial capital base will have some sort of sensor or network connection. It seems clear that this will change things just as much as much as PCs and enterprise software did in the past.
Below, a video of my presentation together with the slides I used. You can see the rest of the day's sessions here.