The netflixing of everything
Fedex plus smaller plus cheaper equals opportunity.
Consider Meeting Tomorrow. These guys will ship a projector, a sound system, a wireless microphone... whatever you need for a meeting... directly to your hotel or venue. You arrive, it's waiting for you. You drop it off at a Fedex box and move on.
This was inconceivable five years ago. The stuff was too big and too expensive and there was no easy way to interact with the user.
I'm betting that there are hundreds of applications of this idea, especially in the business-to-business area. Stuff that you need, reliably, but not often.