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4 | The Impact of COVID-19 on European tech | ||||||||||||||||||||||||||||||
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6 | Helping you understand the impact of COVID-19 on technology and society, from broad behavioral changes all the way to specific companies. | ||||||||||||||||||||||||||||||
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8 | https://seedtable.com/covid-19-spreadsheet | ||||||||||||||||||||||||||||||
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10 | Who built this? | ||||||||||||||||||||||||||||||
11 | This was built by @gonsanchezs from Seedtable. Seedtable provides an analysis of technology in Europe and its impact on society. It goes out every Friday at 9:00am CET and itβs read by over 10,000 founders, employees and investors. | ||||||||||||||||||||||||||||||
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14 | Subscribe to Seedtable newsletter | ||||||||||||||||||||||||||||||
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16 | π¬ | Collaborate? | |||||||||||||||||||||||||||||
17 | If you want to add a news article supporting or contradicting a view, a company that fits a trend, or a completely new trend, you can list it in this sheet. Once per day I'm going to update the master sheet. Don't have edit access? Request it and I'll grant it. | ||||||||||||||||||||||||||||||
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20 | π | Other resources | |||||||||||||||||||||||||||||
21 | β³ | Mapping Out The Societal & Economic Consequences | |||||||||||||||||||||||||||||
22 | β³ | COVID-19 tracker (powered by Stat) | |||||||||||||||||||||||||||||
23 | β³ | Companies Hiring During Corona Crisis | |||||||||||||||||||||||||||||
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27 | BROAD CHANGES | SPECIFIC CHANGES | IMPACT ON TECH & COMPANIES | COMPANIES | |||||||||||||||||||||||||||
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29 | βοΈ People travel less often & change routines | β | People stop going to work | β | Remote work rises | Video collaboration, screensharing and productivity tools | |||||||||||||||||||||||||
30 | β | Usage goes down for mobility apps | Mobility, scooter and e-moped companies | ||||||||||||||||||||||||||||
31 | β | Major events cancelled | β | Conferences shift to remote | Online conference and webinar software | ||||||||||||||||||||||||||
32 | β | Fewer hotel stays | β | Occupancy goes down in major cities | Hotel and apartment booking platforms | ||||||||||||||||||||||||||
33 | β | Fewer commercial flights and flight miles | β | OTAs will sell less tickets | Ticket booking and other OTAs | ||||||||||||||||||||||||||
34 | β | Rise in ancillary revenue solutions | |||||||||||||||||||||||||||||
35 | β | Rise in private jet flights | Private jet marketplaces and rentals | ||||||||||||||||||||||||||||
36 | β | Pet sitting marketplaces reduce bookings | |||||||||||||||||||||||||||||
37 | β | Fewer train miles | β | OTAs will sell less tickets | Ticket booking and other OTAs | ||||||||||||||||||||||||||
38 | β | Fewer vehicle miles | β | Car bookings go down | Car booking and rental platforms | ||||||||||||||||||||||||||
39 | β | Less accidents | Insurance, detection, etc. | ||||||||||||||||||||||||||||
40 | β | Fewer local tourism | β | Local tour platforms decrease bookings | Local tours marketplaces | ||||||||||||||||||||||||||
41 | β | Coliving trend slows down | β | Coliving platforms affected | Colivings | ||||||||||||||||||||||||||
42 | β | Business travel declines | β | Booking platforms, OTAs, ticket platforms | Business booking platforms | ||||||||||||||||||||||||||
43 | β | Move to remote meetings and demos | Video and collaboration tools | ||||||||||||||||||||||||||||
44 | β | Schools are cancelled | β | Education shifts to online, edtech rises | Ed-tech and home schooling tech | ||||||||||||||||||||||||||
45 | β | Religious gatherings go down | <unknown> | ||||||||||||||||||||||||||||
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47 | πΆββοΈ People go out less often & shift spending | β | People order more delivery | β | Food delivery apps increase # of deliveries | Food delivery, grocery delivery, last mile delivery | |||||||||||||||||||||||||
48 | β | Grocery delivery apps increase # of deliveries | |||||||||||||||||||||||||||||
49 | β | Supply dies off for delivery apps due to supply chain disruptions | |||||||||||||||||||||||||||||
50 | β | People move around less | β | Usage goes down for mobility apps | Micromobility startups | ||||||||||||||||||||||||||
51 | β | More people train in-doors | β | Sports booking platforms reduce usage | Sports booking platforms | ||||||||||||||||||||||||||
52 | β | Downloads for fitness apps increase | Home fitness and yoga apps | ||||||||||||||||||||||||||||
53 | β | Home equipment purchases increase | |||||||||||||||||||||||||||||
54 | β | News consumption will increase | β | Pageviews will go up (entertainment and concern) | News platforms and social media | ||||||||||||||||||||||||||
55 | β | Media/Entertainment consumption will increase | β | Media providers generate more subscriptions | |||||||||||||||||||||||||||
56 | eSports and other mediums of entertainment rise | Gaming companies, streaming companies, tech layer for Esports | |||||||||||||||||||||||||||||
57 | Porn consumption will increase | Porn and streaming | |||||||||||||||||||||||||||||
58 | Gaming (mobile and otherwise) | ||||||||||||||||||||||||||||||
59 | β | People date less often | β | Online (video) dating becomes acceptable | |||||||||||||||||||||||||||
60 | β | Dating apps become messaging apps | |||||||||||||||||||||||||||||
61 | Dating apps DAU drop significantly | ||||||||||||||||||||||||||||||
62 | β | People become concerned about contacts | β | Contact tracing (privacy) becomes acceptable (CRM of who you've been in touch with) | |||||||||||||||||||||||||||
63 | β | Vehicle (and other big purchases delayed) | β | Home and vehicle marketplaces see less transactions | Large purchase marketplaces (vehicles, houses) | ||||||||||||||||||||||||||
64 | β | Increased divorces | β | Legal startups up | Amicable.io | Legal and family planning startups | |||||||||||||||||||||||||
65 | Less discretionary income to spend | β | Investment apps and alternatives will decrease usage | Alternative investments and fintech | |||||||||||||||||||||||||||
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67 | βοΈ Companies go into "survival" mode | β | Hiring freezes | β | Hiring and recruitment platforms affected, HR software | Hiring and recruitment platforms | |||||||||||||||||||||||||
68 | β | Perks & benefits reduced | β | Budget management and perks platforms affected | |||||||||||||||||||||||||||
69 | β | Advertising stops | β | Big Tech shitty quarters, adtech affected | |||||||||||||||||||||||||||
70 | β | Software subscriptions reconsidered | β | SaaS in general will slow down growth and review Q goals | General industry | ||||||||||||||||||||||||||
71 | β | Business travel declines | β | Booking platforms, OTAs, ticket platforms | TravelPerk | ||||||||||||||||||||||||||
72 | Move to remote meetings and demos | Demodesk, Loom | |||||||||||||||||||||||||||||
73 | β | Selling shifts to online | β | Software for selling attracts new users | Demodesk | ||||||||||||||||||||||||||
74 | β | Focus on top priorities | β | Secondary programs (carbon removal) get deprioritized | Pachama, emitWise | ||||||||||||||||||||||||||
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76 | π€ People get sick & die | β | Investment directed towards healthtech | Entire healthtech sector | |||||||||||||||||||||||||||
77 | β | Supply chains might become a problem | β | Innovation and growth slows down | General industry | ||||||||||||||||||||||||||
78 | β | Shift to software-focused solutions (and telemedicine) | β | Advantage for companies who can deploy software fast | |||||||||||||||||||||||||||
79 | β | Healthcare worker demand up | β | Healthcare workplace marketplaces see increased demand | Healthcare talent marketplaces | ||||||||||||||||||||||||||
80 | β | Patients overbooked, rapid construction methods | |||||||||||||||||||||||||||||
81 | β | People pass away at a higher rate | β | Estate planning demand goes up | |||||||||||||||||||||||||||
82 | β | β | Funeral planning demand goes up | ||||||||||||||||||||||||||||
83 | β | Testing kits demands up | |||||||||||||||||||||||||||||
84 | β | Preventative med demand goes up | β | Wellness and preventive med apps increase usage | |||||||||||||||||||||||||||
85 | β | Attempts at vaccine | |||||||||||||||||||||||||||||
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87 | π Global supply chain & markets | β | Hardware supply chains will be affected, specially from Asia | β | Innovation and growth slows down | General industry | |||||||||||||||||||||||||
88 | β | Debt-laden companies do Chapter 11 | |||||||||||||||||||||||||||||
89 | β | Retailers run out of stock (Asian primarily) | β | Innovation and growth slows down | General industry | ||||||||||||||||||||||||||
90 | β | Corporate layoffs | β | Hiring freezes, people out of work and looking for jobs | General industry | ||||||||||||||||||||||||||
91 | β | Lower lending rates | β | Bigger shift to alternative funding (debts) platforms | weareuncapped.com | Alternative funding platforms | |||||||||||||||||||||||||
92 | β | Shift to gold | β | Bigger shift to alternative funding (debts) platforms | weareuncapped.com | ||||||||||||||||||||||||||
93 | β | Supplies tighten payment terms | β | Bigger shift to alternative funding (debts) platforms | |||||||||||||||||||||||||||
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