In May we wrote about COVID-19 as a societal accelerant, the implications for Cloud vs. Land Jobs, Content Consumption, Digital Banking, Domestication of Supply Chains, eCommerce vs. Physical Retail, Educational Disruption, Precision Wellness, Remote Work, Telemedicine, and more.

As we turn the page into 2021 we think it’s important to ask what demand was pulled forward and cyclical vs. what demand was permanent and structural. …

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John Street Capital

Interested in all things Venture, FinTech, Public Markets, Personal Finance, and Sports

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