Zoom: - lacks network effects (no account needed) - is hard to use unless you're doing the simplest of things - is being attacked by google, which has really strong distribution - has to shed the China inc. label in an increasing anti-china USA Hard to be bullish
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May I suggest “weak network effects” is a better description? Installed base of the apps and communal knowledge are two that are network effects. Just not strong in the Facebook/EBay sense of the word.
This is a no suggestion stream, Sir. I agree. Weak network effects is a better description. Not to be confused with “stickiness” I.e. people knowing how to use zoom while still being uncertain about how to use, say, google meet. This is knowledge, not communal knowledge.
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Lol. Sounds good.
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Bull case for Zoom: - starting to do enterprise deals - building out platform (zoom rooms, integration with hardware, APIs coming) - competing with Google (notoriously inconsistent) - brand is crazy strong - room to increase price (so so so cheap) - ton of dry powder for acq
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