As we head into a winter lockdown, who will win? Netflix and DoorDash again? Don't be so sure.

CHICAGO — Last Saturday, I asked my wife how she wanted to spend the evening. “Well,” she said. “We could take the dog for a walk or watch something on a screen.”My face must have fallen. “You know what?,” she said, brightly. “We could do both.”In the first phase of this pervasive COVID-19 nightmare, screens dominated our locked-down lives, providing education for our children, a gateway to buying stuff and almost all of our entertainment options. The economic consequence of this was a massive win for international in-home content facilitators and providers like Zoom and Netflix, a devastating...