Jeff Housenbold, managing partner, SoftBank Vision Fund

“Health and wellness is having a resurgence versus going to the gym. So you've seen companies like Peloton, Mirror, Tona, Hydro and others benefit from that. You're seeing wellness apps like Calm and Headspace benefit as people are starting to think about the total being in a holistic approach.”

“We're seeing, obviously, ecommerce, which was growing at a 13 to 14% annual year-over-year clip, accelerate as people aren't going to traditional retail. And that's just accelerating the trend with bankruptcy filings of J Crew, JC Penney's and Neiman Marcus. And we'll continue to see that as ecommerce grabs a larger share for customers.”

“We're seeing an acceleration in the trend of delivery of food, both in convenience and supermarket goods as well as in prepared foods through companies like Instacart, Doordash, Uber Eats and goPuff. So that, I do believe, will continue as people see the convenience factor in that and that they don't have to wait in line, drive with the parking lot, pack the bags and unpack them in the car.”

“We're also seeing areas where I think on the enterprise side people are obviously using Zoom, Google Hangouts and Microsoft Teams and Slack. In terms of worker productivity, tools are benefiting underlying infrastructure players like Twilio and Spotify. And Wix are benefiting from ecommerce ships. So you're seeing a lot of what I think is just acceleration of a trend, or said differently, a steepening of the slope of the adoption curve. And I do believe that will set a new mark. We may slip back as we move to opening up our normal lives again, but I think the new basis will be higher than it was and the adoption curve will be accelerated from here.”

“I think [these trends] benefit predominantly technology companies. If you look at the public stock markets today, technology companies are leading the way. And so the adoption of technology, artificial intelligence, data, machine learning, is accelerating many, many industries.”