Opportunity Map for New Reality

1. First-order changes

Coronavirus pandemic Travel and transportation restrictions Local businesses closed Staying home Remote work School closures Government services reduced Healthcare overload and equipment shortages

Economy GDP drop Oil price drop Economic stimulus measures Layoffs and unemployment Lower tax collection / higher government debt Budgetary challenges at local levels Potential austerity measures or inflation later

2. Positive impact

Social Prioritization of close friends over weak ties ****Videocalls, livestreams Videocall hardware a-la Facebook Portal Video call tools / Filters, background changes, head tracking Online parties / virtual bars Live online dating Donations and gifts as a monetization model

Entertainment and culture Online concerts and live entertainment Digital entertainment / Videostreaming, audiobooks, podcasts eSports, games, cloud gaming, and VR. Socialization-focused games. Direct-to-consumer movie releases More micropayment-based premium content

Education Online education at K12 and university level Online coaching

Kids and parenting Online pre-school experiences / Remote childcare Homeschooling

Food At-home cooking / meal kits / recipe apps Restaurant delivery / Delivery-only restaurants Grocery delivery / Delivery-only grocery Alcohol delivery (deregulation) eCommerce and DTC (for stay-at-home categories)

Health and fitness Online and mobile mental health At home fitness / Peloton / Live online fitness classes Telehealth, pharmacy delivery Cleaning and hygene Good time for introverts / lower social pressure

Personal interests DIY and crafts, beauty at home Tech literacy increase among seniors

Remote work Remote work tools / communication and project management More online collaboration between organizations Online event platforms

Finance Neobanks / online banking / consumer stock trading Attractive refinancing options due to lowering interest rates

Job market Remote careers / more opportunity for non-hub regions Reskilling from offline to online skillsets Internet creators / Blogging, newsletters, Youtube, TitTok, chat communities, etc. Digital gig economy / Online small businesses

Business Online-first enterprise sales Increased role of content marketing (particularly in B2B)

Real estate and physical world Touch-free interfaces / Apple pay, digital door locks, grocery checkout

Government and society Increased support for paid sick leave policies, better protection for gig workers Increased support of social safety net programs / universal basic income popularity growth Digitization of government / Vote-by-mail and online elections Digitization of religion / Online funerals Virtual weddings ****Legalization of telehealth, pharmacy delivery Streamlined process for drug development, medical equipment

Global economy China's economy boost / economic and political influence over the world

Climate Low emissions, great air quality, animal life