"When shocks like the pandemic happen in any industry, they act like accelerators: things that usually will happen in 10-15 years in normal conditions might happen in a year or two."
"Consolidation. I think a lot of players still think within the boundaries of their own service — they’ll say: 'I want to provide the best connection for my bike or fitness app' but they don’t think in the logic of the user —it's not about selecting the single solution, but dialing into an ecosystem of solutions. A lot of players are still trying to get their best product possible out and not dedicating enough energy to bundling things together.