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Is It a Coronovirus?
i think coronovirus has shifted the winds in arbian b's favor to a certain extent. But i think it's also exposed a structural weakness for the company, which is verticalized market places that have come in and taken away what e b was doing. Now with arb and b you're actually starting to see the same thing happen. How much thi happen, and how deep air b and b mote goes, and how big there their cores market is? I think it's still a question. but hip camp is out there.