[jelling]

On a business level, the only happy future I see is if they can eat into Zoom’s market share by giving away a superior presenter tool and then switch to being a conferencing platform themselves.

If they can’t, Zoom and others will add the same features if a large number of people find them valuable.

So I’m baffled that they are trying to monetize this already especially since they recently closed ~$30mm. Happy to hear other opinions.