That's a really good question, and I can think of quite a few.
For every sector of the economy that is going to suffer in this crisis, there's often going to be a few that will bloom, right? I think any technology that enables remote work and remote learning is going to do really well. That includes everything from home office furniture to software that allows you to collaborate on presentations and have meetings in a way that is enticing.
I think virtual reality is going to explode. I think that touch first technology—when you go into a store, rather than opening the door, for example, sensors allow you to do the things you usually do in the physical world without touching them—in the coming years is going to really surge.
A fun kind of rule of thumb is that anyone who trafficks in bits and boxes—so bits, as in Internet technologies that allow you to do things remotely, and boxes, as in letting you buy things without having to interact with the business itself—is going to do really well.
With regard to logistics companies, particularly in a country like Canada that is so big and so spread out, I think you'll see clear winners emerging because of the complexity of our logistics.
Then I think companies like Shopify, which allow small enterprises to participate in that bits and boxes experiment, where you could interact with customers without having to physically have them come—