FYI - For Your Innovation

Business As Usual During Coronavirus – How Innovation Enables Work Remote


Listen Later

Here at ARK we are always talking about disruption and now we are faced with huge disruption. The coronavirus outbreak has massive implications on many levels for the whole world, not least of which is the need for many people to work remote where possible. This episode is a discussion about what that looks like during a time of mass quarantine. We are focusing our discussion on the realms of communication and entertainment. First of all, we discuss video conferencing and naturally, our eyes are on Zoom. Having grown rapidly in the last few years, Zoom will probably prove to be even more important as social distancing is enforced. From there we turn to messaging and texting in a professional context, looking at Slack in particular. We consider some of the other concerns in this period of remote work, particularly security and how the cloud has helped businesses alleviate security concerns. The conversation then turns to entertainment, as we first look at professional sports events, almost all of which have been postponed or canceled, and what might take their place in people’s lives. We can already see E-sports growing, even before the outbreak. We finish off talking about television and movies, arguing that on-demand services will probably strengthen under current conditions with traditional cable suffering due to the absence of sports. Listen in to get it all!


“I think with the absence of live sports what we are really starting to see is online gaming taking off.”

“There will obviously be a fall off when we do resume normal life but I think it is demonstrating this idea that watching virtual sporting events and virtual games is actually very entertaining.”
Key Points From This Episode:
  • The new outlook on working from home in a time of crisis
  • Eric Yuan, the beginnings of Zoom and the rise of video conferencing software.
  • How Zoom has managed to gain market share.
  • Possible problems and roadblocks for Zoom as more people need more time on video.
  • Zoom’s hardware, in-house data centers and excess capacity for scaling.
  • Reasons for Zoom’s hyper-competitiveness in today’s market.
  • Real-time, quick communication through text messaging; Teams versus Slack.
  • Security concerns in the remote work realm and the benefits of cloud applications.
  • The outlook for these high-value companies in the context of coronavirus.
  • Looking at entertainment right now and the rise of gaming in lieu of live sports.
  • Twitch-streamed virtual sports events and the possibility of celebrity partnerships.
  • Regular, amateur gaming numbers in the US with new big event games.
  • On-demand television and movie entertainment.
  • ...more
    View all episodesView all episodes
    Download on the App Store

    FYI - For Your InnovationBy ARK Invest

    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    388 ratings


    More shows like FYI - For Your Innovation

    View all
    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,372 Listeners

    This Week in Startups by Jason Calacanis

    This Week in Startups

    1,285 Listeners

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

    533 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,178 Listeners

    The a16z Show by Andreessen Horowitz

    The a16z Show

    1,091 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    940 Listeners

    Unchained by Laura Shin

    Unchained

    1,210 Listeners

    Azeem Azhar's Exponential View by Azeem Azhar

    Azeem Azhar's Exponential View

    614 Listeners

    Real Vision: Finance & Investing by Real Vision Podcast Network

    Real Vision: Finance & Investing

    909 Listeners

    The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

    The Intrinsic Value Podcast - The Investor’s Podcast Network

    558 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    9,926 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    449 Listeners

    No Priors: Artificial Intelligence | Technology | Startups by Conviction

    No Priors: Artificial Intelligence | Technology | Startups

    132 Listeners

    BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

    BG2Pod with Brad Gerstner and Bill Gurley

    464 Listeners

    AI + a16z by a16z

    AI + a16z

    36 Listeners