We will probably see Zoom competitors emerge in the next 2 months that serve the JTBD of online collaboration and online socializing much better than Zoom does. I think there are lots of low-hanging fruit in this product space that I’d like to see more of.

After the current display of consumption-as-resilience subsides, we’ll see less emphasis on artifacts — goods, clothes, and consumables.

Expect an increase in pirating, link sharing, stream sharing, ripping, and other ways of consuming content.

The fate of the urban environment itself, along with the restaurants and retail that it comprises, will depend upon government interventions at every scale. Without sufficient aid to individuals and small businesses (and even with that aid, to a lesser degree), widespread closures will create a void in commercial real estate demand. Urban... See more

In a worst-case scenario, retail vacancies will be filled by more corporate chain retailers and even companies like Amazon, who have the cash to buy these distressed assets at a discount or assume their leases.

Now that a few high profile DTC brands have been punctured on the public market and the economy is crashing, VC-driven DTC business model will likely go into its own recession. Without DTC, there is an opportunity for a variety of smaller, more sustainably funded players who do not seek hypergrowth.

Expect an increase in online sexwork (pornhub community, onlyfans), and sexwork-adjacent activity (NSFW illustration, e-girling, feet pics, findom).

We’ll also see the continued unbundling of Patreon into segment-specific interfaces with specialized features.

After all is said and done for our present pandemic, many thousands of people will be dead and the living will be burdened with a deep recession. Cheap solutions for end-of-life services will be sought and many will turn to the cheapest infrastructure they know of: the web. Streaming services and asynchronous rites will be used to pay the dead... See more