People on Blind are posting that it's more than just slowing.
Take for instance YouTube. Just imagine the cost to operate the site increasing exponentially overnight (because of all the quarantined people) while their ad business goes down. You're in the worst possible situation for a business with a model that is heavily dependent on that particular ad revenue.
That's like a supermarket having three times more foot traffic but people only buying gum.
The spike in usage means that YT needs content creators to make more, but also earn less money. A forward-thinking startup could capitalize on this by paying content creators more to migrate to their own service, and work to get the attention of those eyeballs which are bored of YT content.
When things go south is when consumers stop purchasing. The unemployment and cut in disposable income will have a massive effect on purchasing power... but the federal government is deficit spending like crazy. So... it’s not clear what the consumer market will look like just yet.