Since the outbreak of COVID-19, demand for the kind of services offered by those 3 Internet businesses have in fact skyrocketed. Increasing demand imply those businesses still have room to grow revenue. Shopify [1] for instance is now seeing huge Black Friday-like traffic during the shelter-in-place and a lot of these small businesses are first-timers on their platform who will likely stick around after the pandemic.
1: https://mobile.twitter.com/jmwind/status/1250816681024331777