With the global lockdowns in place, you would have to consider the hedge. That is the point of the article and your point. There will certainly be companies tha

With the global lockdowns in place, you would have to consider the hedge. That is the point of the article and your point. There will certainly be companies that move toward automation. I wonder whether the moves toward automation at the micro level are offset by the lack of growth in the macro. Is it a wash? For how long? These are questions that we will find out.