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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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
