The sketchiest thing about Andreeson is that he sits on the board of directors for HP... and at no point has he told investors that it's a rudderless shell of it's former self with almost no hope.
And bare in mind that the average mall was only able to be financed by the big tentpole retailers such as JC Penny, Sears, Best Buy, etc. So if Sbarro can't pay their rent... how much longer can the big boys?
Except the larger stores that anchor a mall actually pay less per square foot than the smaller stores. In order to get financing for a large mall, backers want to see big names signed on. So a mall developer goes out and lands a big fish and promises them a sweetheart deal. So right now you have the little guys paying full price not being able to pay. So it's only a matter of time before the discounted big boys can't. One of the big exceptions being sporting good stores such as Dick's.
Source: Worked on a very sad customer loyalty program for Simon Property Group, Inc.
Quick Service Restaurants.
Delivery. - Google Coordinate?
Pick and Pack Fulfillment Facilities.
The immediate need and future for wearables is in the service and manufacturing industries where humans are still required but need to be more efficient.
Being able to see the status of every order, take a pic of every order as it heads out for QA, being able to see the customer placing the order at the drive thru or maybe through an app on their phone in the parking lot or driving up, etc.
People don't have an immediate need for wearables in their casual, everyday life. But they do have a need for those in the service industry to continue to create better, more efficient experiences. And then you have manufacturing and fulfillment facilities where people already carry around small computers and thermal printers for identifying and noting batches and statuses on the floor.