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by oceliker
1220 days ago
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I feel like Zoom is the Coca-Cola to Google and Microsoft's Pepsi. Zoom is the "OG" product (in the post-March-2020 remote working world), and probably most people's personal favorite. But their competitors have caught up, and they are getting a significant portion of corporate contracts now. And unlike with soda, I don't think there is a lot of direct-to-consumer opportunity in this field. |
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I'm not sure I buy this, Microsoft and Google were into video conferencing well before Zoom existed. Zoom was well positioned to eat Microsoft's lunch with their product when the pandemic hit. But MS is catching up a bit, and the WFH pressure is easing a bit. This seems like a normal contraction after a Zoom boom.