Post-covid trends 1. Consumer economy --> prosumer 2. Lean homes -- > fat 3. Dematerialization --> rematerialization 4. Premium mediocre experience economy --> domestic cozy material economy consumer globalization --> intermediates/b2b globalization + circular last mile
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I'm sensing there's significant energy behind build back different/better that's not just talk... there's going to be a non-trivial push to put the global economy on a different foundation
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Replying to @mike_hogan
Yes, to a degree. It’s not just theater.
5:46 PM - 18 Aug 2020
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