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If lululemon were buying a standalone hardware business, I’d be skeptical of their ability to turn it into a stream of subscription revenue. But Mirror immediately gives lululemon a monthly charge on consumers’ credit cards, something they didn’t have before.

Cruise lines are likely toast, though. Not only are they a common source of mini-epidemics, but they’re a politically un-sympathetic group. Their customers and investors are disproportionately American, but their crews don’t get US minimum wage or occupational safety standards, and cruise operators don’t really pay taxes. All this was true before; ... See more

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Companies like Los Angeles-based Heal, a primary healthcare service offering home doctor visits from a network of physicians, has seen usage jump 640% over the past month as patients turn online instead of risking going to a doctor's office. The San Francisco-based Forward, a health care subscription service with clinics in Los Angeles, launched a ... See more