Ultron may be a good choice. I feel like they'd be justified in saving Thanos for the third film. You don't want to blow your load too soon, especially with films that will surely top the billion dollar mark at the box office.
Plus, by waiting longer, it may give them more time to acquire the rights to other top-tier Marvel heroes. If they want to do a Thanos story right, they'll need to bring in the Fantastic 4, Silver Surfer and, to a much lesser degree, Black Panther.
I just wonder how they'll make Ultron work. I know he's not the same as the Destroyer we saw in Thor, but audiences may feel they've seen this dance before..
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