Anything that assumes low interest rates might be negatively affected. Capital intensive things based on renting/leasing (e-scooters?) are in the cross-hairs.

Anything that assumes low interest rates might be negatively affected. Capital intensive things based on renting/leasing (e-scooters?) are in the cross-hairs. Credit/pay-later services will have greater credit losses, higher risks and higher rates. Viewing hours on ad-based tech might not be negatively affected, but that doesn't translate linearly to revenue.