> I feel like Zoom is the Coca-Cola to Google and Microsoft's Pepsi.
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.
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.