and to adjust for the "black swan event of 2020." Firms cancelling, and minimizing their burn, is understandable. While catching corona would be bad, worse would be passing it to someone vulnerable. I put my trust in the CDC, who've told me it's ok to go to Austin, and to wash my hands and not touch my face. Great, there goes that hobby.
Ozzy Osbourne and Facebook both pulled out of SXSW. I'm, no joke, doing a keynote where I'll share the stage with Katie Couric. She, Jim Bankoff, and I are discussing media start-ups . This is something I never imagined, and I'm still processing what connective tissue, or butterfly flapping its wings in the Amazon, is bringing me and Katie together in the Lone Star State.
This week, we talk offense — companies that will register an increase in business due to COVID-19, and may enjoy a step change upward. Zoom is one of those companies. Today we focus on Peloton. We are in the midst of the largest work-from-home experiment in history. We are also likely experiencing a shift to
SCOTT IS THAT GUY THO!!!!! Love his shit.
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