Post #62: Virus vs the Internet

We’re all gradually getting used to the new normal not only of home-working, but increasingly home-schooling too. Domestic data demands are growing…

Post #62: Virus vs the Internet

We’re all gradually getting used to the new normal not only of home-working, but increasingly home-schooling too. Domestic data demands are growing, whether for video conferencing or online tutorials. Consider by way of example that the number of weekly new users of corporate messaging apps such as Zoom, Microsoft Teams, Slack and WeChat Work has leapt from 1.4m at the start of this year to 6.7m (and growing) in early March (per Sensor Tower, an analytics firm). However, the question lingers: while we’re all ever-more connected, will the Internet still work?

Uncertainty seems order of the day, compounded both by hysteria and misinformation. Sure, almost everyone has an anecdotal story to tell about trouble getting online and/or patchy broadband connections, but the headline answer to the above question is simply a ‘yes’. The Internet (or the piping that underpins it) was built for peak capacity. Take the comment from Charter Communications, a US cable and internet business: “our network is built to sustain maximum capacity during peak usage, which is typically in the evenings, so a surge during the day would be well within our capacities to manage.”

Most peoples’ work needs are, of course, reassuringly straightforward. Neither the use of chat apps nor video conferencing is a bandwidth-heavy activity. Meanwhile, telecoms regulators and even politicians in some countries (such as the US) have written to their country’s principal network operators for reassurances that their capacity will not be constrained even in the event of increased streaming activity, say, for online lessons. The bigger concern from an educational point of view is that while household broadband penetration in Britain is close to 100%, in the US and some European countries (e.g. Italy) it is only around 80% (per the OECD). Poorer and/or more rural households may be especially disadvantaged. 

So far, so good. One issue, however, it is important to be aware of is that increased home-working may spur a rise in cybercrime. Out of every crisis emerges opportunities for some, and there have been reported rises in both phishing and malware attacks in several geographies. It’s important to protect from viruses wherever possible.


The document is provided for information purposes only and does not constitute investment advice or any recommendation to buy, or sell or otherwise transact in any investments. The document is not intended to be construed as investment research. The contents of this document are based upon sources of information which Heptagon Capital believes to be reliable. However, except to the extent required by applicable law or regulations, no guarantee, warranty or representation (express or implied) is given as to the accuracy or completeness of this document or its contents and, Heptagon Capital, its affiliate companies and its members, officers, employees, agents and advisors do not accept any liability or responsibility in respect of the information or any views expressed herein. Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. Where this document provides forward-looking statements which are based on relevant reports, current opinions, expectations and projections, actual results could differ materially from those anticipated in such statements. All opinions and estimates included in the document are subject to change without notice and Heptagon Capital is under no obligation to update or revise information contained in the document. Furthermore, Heptagon Capital disclaims any liability for any loss, damage, costs or expenses (including direct, indirect, special and consequential) howsoever arising which any person may suffer or incur as a result of viewing or utilising any information included in this document. 

The document is protected by copyright. The use of any trademarks and logos displayed in the document without Heptagon Capital's prior written consent is strictly prohibited. Information in the document must not be published or redistributed without Heptagon Capital's prior written consent. 

Heptagon Capital LLP, 63 Brook Street, Mayfair, London W1K 4HS
tel +44 20 7070 1800
fax +44 20 7070 1881
email [email protected] 

Partnership No: OC307355 Registered in England and Wales Authorised & Regulated by the Financial Conduct Authority 

Related Insights

Featured Insights
Featured Insights22 July 2021

Season 3, Post 29: Quiz time

Your one and only question is the following: what do electric vehicles and plant-based burgers have in common? The answer: they’re both getting better the whole time. As improvements to these products occur, so adoption levels should increase. This intriguing analogy was made to us by the Chief Executive of Meatless Farm, Morten Toft Bech, […]

Learn more
Featured Insights
Featured Insights15 July 2021

Season 3, Post 28: The magic of mushrooms

Mycelium-tech could be the next big thing. You might think you are familiar with the humble mushroom. Fried, they work well as a breakfast option, for example. Alternatively, they could perhaps be chopped into a pasta dish or salad. However, when you buy mushrooms in your local store or – even better – see them […]

Learn more
Featured Insights
Featured Insights06 July 2021

Season 3, Post 27: Take a trip on the hyperloop

Imagine being able to get from central London to Edinburgh in less than an hour, or from downtown New York to San Francisco in fewer than five. Think of all that extra time you would save. Travelling the former route by train currently takes close on four hours, while, a coast-to-coast US trip might require […]

Learn more

Get The Updates

Separated they live in Bookmarks right at the coast of the famous Semantics, large language ocean Separated they live in Bookmarks right


Sign up to our monthly email newsletter for the latest fund updates, webcasts and insights.