[trhway]

not a moat per.se. - seems they have powerful enterprise sales team. Ability and luck in building it is a kind of a quasi-moat ( that for example Google still can't cross in their enterprise endeavors like the Cloud)

That sales team makes them (at the current multiples - see Mule, Qualtrix, GitHub, etc) into a $4B public or a $6-8B acquisition (my bet is that somebody of a big ones will snatch them before the IPO).

[sofaofthedamned]

We are G-Suite at work so obviously use Hangouts Meet everywhere. However, whenever we need a company-wide meeting we switch to Zoom as apparently HM can't handle this.

[ec109685]

They fixed this. It can do 100k participants now: https://gsuiteupdates.googleblog.com/2018/09/live-stream-han...

[alasdair_]

Hangouts breaks after ten people. Zoom works well with hundreds, that’s why we seitched over.