As we have moved to virtual briefings, I have increasingly been excerpting short video segments (with permission ), as part of my Analyst Cam series.
I know the title suggests it is about the Tears for Fears hit. Sorry, click here for that:)
My good friend Ray Wang makes a repeat appearance, this time giving us a sneak preview of couple of themes from his upcoming book due out on July 13. You can pre-order it here.
He talks about how delivery services like DoorDash became the interface to customers during last year's lockdowns/everything from home and are reshaping the restaurant sector. I have pointed out many industries had a similar reshaping in 2020 as "edge" applications like telemedicine took off in healthcare, distance learning in higher education, 3PLs took over ecommerce fulfillment, virtual open houses transformed real estate.
I am looking forward to my advance copy and especially what he thinks of policy changes we should be considering as what he calls new Digital Giants emerge. Ray is one of the few analysts who I can talk to freely on those topics. We had a lively session a few months ago here
We also don't spent much time on Magic Quadrants or Waves. The business world is changing way too fast for old categories and acronyms. We need new ones like Ray's DDDN.
