The COVID-19 pandemic will last ~18 months, but how long will the impact to the technology industry last?

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HOW WILL COVID CHANGE THE TECH INDUSTRY?

REMOTE WORK and COLLABORATION

The foundational tools are in place (GitHub, Zoom, Slack, Jira, Public Cloud) but are they really designed for large # of remote workers collaborating?
Event sign-ups were up 5-10x, but have people actually been consuming the content?
Will companies continue to encourage and support remote workers, or do we see a boomerang in late 2021 and 2022?

MORE RAPID ADOPTION OF THE PUBLIC CLOUD

Less people in the office, so more adoption of public clouds?
Public clouds grew, but not at faster rates than before - 2021/2022 might be better indicators, as 2020 had “budget concerns” for many companies (uncertainty)
More adoption of SaaS-like offerings (be near the clouds, align buying models, more flexible)
Acceleration of more agile approaches, as the world becomes more polarized - hence stability may be shorter intervals?

WHY DIDN’T THE CLOUD PROVIDERS DO MORE?

Cloud providers have massive cash reserves (Microsoft, $137B, Google $112B, Amazon $50B), but no major acquisitions.
Nobody has initiate price-wars, but we are seeing more long-range ELAs announced

WHERE IS THE “NEXT BIG THING”?

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Did COVID transform Tech?

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