I like John but disagree with this piece. Due to COVID:
1) Screen time is way up
2) We are digitizing medicine, higher ed, K12, and many other previously resistant verticals
3) Debt will be a bad choice in uncertain times
So, the tech model has plenty of room to run.
1) Screen time is way up
2) We are digitizing medicine, higher ed, K12, and many other previously resistant verticals
3) Debt will be a bad choice in uncertain times
So, the tech model has plenty of room to run.
I may write a longer rebuttal, but tech in the sense of pure software has the greatest tailwind it has ever had.
Take for example this graph.
Industries that just opened up to full digitization include medicine, college, K12, law/courts, VR travel, and more.
Take for example this graph.
Industries that just opened up to full digitization include medicine, college, K12, law/courts, VR travel, and more.
Ideally we can massively improve both hygiene & labor productivity by finally getting software into these industries.
Telemedicine for example — enormous boon to doctor and patient alike, and is finally the first line of defense as it should be.
Multiply across N other sectors.
Telemedicine for example — enormous boon to doctor and patient alike, and is finally the first line of defense as it should be.
Multiply across N other sectors.
