The world looks very different than it did 7 days ago.
Spent some time this weekend thinking through the ways #COVID19 might change our lives beyond spending more time on #Zoom.
11 speculations...
medium.com/@mdagabriele/t…
/1
⚽️ Sports: The Year of the Asterisk:
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Most leagues will declare season null and void. Those that do try and come to some sort of conclusion will be remembered similarly to Britain's "Wartime League."
No real champions, only champions*.
/2
🔥 Quibi: Suddenly perfectly timed
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Desire for distraction, regularity, and social connection all favor @Quibi's 10 min daily episodes. April 6th can't come soon enough.
Chance to hit trajectory of HQ in '17. Better management can sustain it.
/3
🇺🇸 Politics: Huge jump in absentee ballots
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#coronavirus back by Nov. Stakes too high for people to stay home, esp with a recession. 0% chance software is considered trustworthy enough.
All states adopt "no excuse" absentee voting over summer.
/4
🌺 Wellness: Flight to trusted brands
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FDA's lax attitude has allowed unverified D2C supplements to flourish. Sans-serif fonts allured customers. Coronavirus will be reckoning.
Consumer values shift: efficacy/trust > brand.
/5
🚴 Doordash:
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Chance to be a huge beneficiary. Not because of usage increase (China seeing 20% YoY jump in food delivery) but because of narrative shift.
Suddenly, a utility rather than a luxury.
marketwatch.com/story/if-the-c…
/6
✊ Gig workers: Great Upheaval
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1099s have never had more leverage.
Seen as "first responders" for the first time. Chance to use that power to push for enduring benefits: healthcare, sick days, minimum pay.
/7
🚘 AVs: Accelerated commercialization
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Look at how #Neolix is being used in China. Disinfecting streets, delivering groceries, ferrying hospital supplies.
In the face of a virus, human hardware sucks. Empty streets make AVs a safer bet.
/8
🤩 Hollywood: Oscars forced to become diverse
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Big films already delaying launch/stopping production. Little Mermaid, Mission Impossible, #TomHanks biopic: All halted.
Trickle-down will be thinner slate in '22/23, studios turn to indie films.
/9
🛠️ Manufacturing: No reshoring
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Covid exposing reliance on China; no easy way to unwind it.
Expect well-publicized examples of reshoring, but for the most part, shift will be to 🇻🇳🇧🇩🇵🇭. Cost still the driver.
/10
🎮Esports: ESPN takes the plunge
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First #esports contest on @espn in 2015. @PlayOverwatch in 2018. So-so numbers.
This time is different: 24hrs to fill, no content. Sufficient hiatus to give new viewers intro to history of franchises like LoL.
/11
✝️ Faith: Return to religion
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Adversity increases religiosity up to 9x. After 9/11, 90% of US turned to their faith to cope.
To capitalize, churches focus on remote. Apps like @HallowApp in a great spot, chance to unbundle @zoom_us.
/12
Full article has context for each of these predictions. Of course, Covid seems to make attempts to understand it look foolish within hours.
medium.com/@mdagabriele/t…
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Aside: @profgalloway as the most colorful prognosticator in the game would love your thoughts. Nuts?
/fin
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