There are people making rational arguments about long term secular trends in behavior and there are people making arguments based primarily on normalcy bias. The actual outcome will likely be somewhere in the middle. The Pollyanna crowd keeps moving the goalposts though. First it was recovery in 6 months, then a year, then when there is a vaccine, etc.

The network carriers are the most negatively exposed to these trends and business models will be forced to change. It is hard to paint a picture where this doesn’t severely impact career expectations.