“In the course of the next 21 years (2019-2040), the value of technological "ecosystems" that bind people in to certain company's services and products, will be reduced.”

A rapid shift occurs in the all in one devices (one device will serve as phone-tablet-computer). Furthermore, the need for that device's performance output will be reduced by the clouding services that will provide computing processing power. If there's no need to commit to a single provider for every device(because all you need is one device), the transition will be much easier. Hence the reduction of the current advantage that essentially works as an adhesive between the tech company and the consumer.