1 Anything focusing on AI/ML that isn't directly revenue generating such as sales leads/conversion optimization
2 Blockchain
3 Consumer non-essentials. Think Tesla and Subscription boxes
Industries that should be ok.
1 Gov/DoD contractors
2 Consumer 'essentials' (Netflix, online commerce, food delivery
3 Biotech? (I don't have a good insight into this sector)
Why? Because their target market, are people that would be last to be laid off. Not entirely of course, but they are the programmers that can work from home, or the senior managers that can jump between companies if they’re laid off.
Of course, the lockdown is affecting everyone, but Tesla has always targeted the affluent and entrepreneurial, as their primary customers.
And let’s be realistic here, these people that can afford an $80k Tesla, are not concerned about the price of gasoline.
Most of these people no longer have the long commutes.
Would expect them to recover better than most other companies, but would be interested to see how they're actually weathering this.
Of course there is a demographic who are wealthy enough that a Tesla wouldn’t be a big capital purchase for them. But I don’t think that demographic alone is enough to sustain them as a business.
In addition, with governments likely to be looking for cost savings in the coming years, subsidies for electric cars aimed at or claimed by “rich people” (thinking about some European markets here) look like an easy target politically speaking.
What might offset that for Tesla is potential for them to grow in China but that’s a difficult one to predict.
It's just one more unnecessary thing to deal with right now. Furthermore, for many purchases, you can't totally deal with things over the phone or over the computer. I should get a new refrigerator one of these days but it's just not something I'm going to do until this is all over.
1. Anything AI/ML-based that can be applied to COVID-19 will be. 90% will be useless, but some percentage will pivot to these applications as their new business model. There may be some others that see cutbacks, but most companies should get a boost from the good PR of the ones that work.
2. I've seen a couple different sources pointing to blockchain as a good solution to inventory management and tracing, both seemingly important given current events. Second wave infections will keep this at the forefront through the next few years at least.
3. Subscription boxes for foodstuffs (meal kits specifically) probably saw a HUGE boost when a few million people suddenly had a lot of free time, coupled with supply chain problems and shopping difficulty. Other periodic vendors may benefit as well if shopping remains inconvenient, and customers may get used to the convenience and stick with them after everything goes back to normal.
Now is not the time to have ransomeware attack!
I would say current times is crucial for malware programmers, it's a lifetime opportunity to grab cash before everyone else learns the importance of security
Malware programmers also have a family to feed you know
I was thinking about that some days ago; if a ransomware attack hits a medical / critical facility now, would the attackers now not be raised to terrorist status? It's bad normally, but now it has more opportunity to kill people.