Post Corona

In December 2019, I purchased 330,000 shares and wrote an open letter to Twitter’s board of directors, which can be found at profgalloway.com/twtr-enough-already.

Most people who survived Covid-19 never set foot in a doctor’s office. During the pandemic, people with psychological conditions saw their therapists and had medications adjusted without leaving home. This was enabled by changes to insurance rules, which had largely frowned on telemedicine and remote prescribing. Those changes are not likely to be

The difference? Facebook and Google run on rage as an engagement model; Netflix and LinkedIn are powered on a subscription model (note: approximately 20% of LinkedIn revenues come from advertising).

particular, might catalyze a tsunami of innovation around remote medicine and telehealth.

A large fixed cost—your lease—and little or nothing you can do about it, and because it’s a low-margin business with few sources of funding, there’s typically no capital cushion to survive lean times.

Bezos told investors that the $4 billion in profits they were expecting would be reinvested. The investment had a theme: Covid-19. Specifically, Bezos outlined a vision for at-home Covid tests, plasma donors, PPE equipment, distancing, additional

world a decade from now (i.e., now) is unforgiving of sub-par direct-to-consumer offerings.

DO THAT IS REALLY HARD?

2020 Tesla will produce approximately 400,000 vehicles, while the other four companies will build a combined 26,000,000.