Zoom

10 statements across 2 episodes · 2 bullish · 4 bearish · 4 people on the record · first statement Nov 3, 2021 by Brinton Johns · said 101 times in 37 episodes since 2021 · across every show →

Mentions by year

brought up most by Ben Gilbert (48), David Rosenthal (28), Eric Yuan (10), Peter Gassner (4), Doug DeMuro (2), David Senra (2), Anu Hariharan (2), Jason Calacanis (1)

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2025 8 mentions in 4 episodes 2 per episode
2024 3 mentions in 2 episodes 2 per episode
2023 18 mentions in 8 episodes 2 per episode
2022 66 mentions in 18 episodes 4 per episode
2021 5 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Zoom, oldest first

Nov 3, 2021 bearish
Opinion
Johns: Zoom looks more like a feature than a platform
“With a company like Zoom, which we never owned because, you know, I don't know, this bad call. It looks a lot to us like a feature, and then, so now the question is, can it become a product and eventually maybe a platform?”
Brinton Johns Nov 3, 2021 ▶ 51:59 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
May 19, 2022
Insight
Gassner: High market share companies must expand to avoid disruptive over-engineering
“If you get a high market share in an area, and you don't expand to another area, what will happen? Just because the nature of your company and the creative people, You'll do more stuff in your established area than you should, right? And that creates its own s…”
Peter Gassner May 19, 2022 ▶ 53:37 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
May 19, 2022 negative
Disclosure
Yuan: Zoom raised a Series D round anticipating an economic collapse
“After the research meeting from emergency capital, as, at that time, seriously, we had a new plan, or so ever, to raise another round of capital. And the reason why we still went and moved forward to have a serious digs, because I thought the economy will win,…”
Eric Yuan May 19, 2022 ▶ 12:05 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
May 19, 2022 positive
Assertion Not checkable as stated
Yuan: Walt Mossberg's WSJ review drove 50,000 Zoom users overnight
“And the good news, he did write down a very nice article published in Wall Street Journal, and also he personally recorded a video, and over the night, we got a 50, 50,000.”
Eric Yuan May 19, 2022 ▶ 22:49 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
May 19, 2022 negative
Disclosure
Yuan: Zoom's unpredictable self-serve online segment is its biggest business challenge
“In our case, actually, I can tell you today, the biggest challenge is our online business, right? It's very profitable. However, it's very hard to predict, right? They come today, next two months, we might leave, they cancel the service. This is not a great bu…”
Eric Yuan May 19, 2022 ▶ 31:25 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
May 19, 2022
Assertion Partly supported
Yuan: Zoom operated without any marketing team until 2015
“For the first four years, we do not have any marketing team. Only until 2015, we started, you know, building up a marketing team, so.”
Eric Yuan May 19, 2022 ▶ 21:41 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
May 19, 2022
Disclosure
Yuan: No VCs wanted to invest in Zoom when founded in 2011
“I started a company in 2011. First thing I did, I opened up a Wells Fargo bank account. I started, it's very easy for me to raise capital. That's why I opened up a bank account. Unfortunately, it took me for several months. No visits wanted to invest me.”
Eric Yuan May 19, 2022 ▶ 8:52 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
May 19, 2022 bullish
Opinion
Rosenthal: Zoom's massive cash flow stems from capital-efficient DNA, not pandemic hype
“They're two of the greatest of all time. Literally two of the goats at this, which is so funny. You know, now everybody thinks of Zoom as the, you know, pandemic, you know, high flyer, and it's like, I was just thinking every time over the last few years, like…”
David Rosenthal May 19, 2022 ▶ 1:08:05 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
May 19, 2022 negative
Insight
Yuan: Not building a second product years before IPO was Zoom's biggest mistake
“If you wanted to have new service, you cannot have a new service today, right? You need to think about, you know, trying to make a decision two or three years, you know, before that, right? That's, I clearly remember that conversation. You know, that's why, th…”
Eric Yuan May 19, 2022 ▶ 55:53 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
May 19, 2022 neutral
Insight
Yuan: Startups need seasoned executives only after product-market fit
“Not early stage. You know, for the first four years, no need. But down the road, you already see the market of fate, right, the product of fate. You want to scale your business. At that time, you have to change your philosophy.”
Eric Yuan May 19, 2022 ▶ 46:37 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
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