Zoom

“This company, unlike Zoom, ah, should have been able to grow quicker, and if you look at their numbers, they had 87 companies that had, were spending over a million dollars.”

“I mean, we raised one point some of their fund during COVID and it was like all done doing zoom, raising new, new fund now and I'm flying around the world taking meetings.”

“I think that this bundling behavior is a form of dumping where in the short run, it looks like consumers are benefiting because they're getting zoom, a zoom clone for free or, you know, a slack clone for free. But then what happens is once they've, you know, h…”

“If Microsoft can basically clone the sort of the breakthrough innovative product, you know, just to say they do one every year and then they put a crappy version of that in their bundle. Yeah. Yeah. Yeah. 10% or 50% worse, but they give it away effectively for…”

“The Zoom example is a terrible, the Zoom example is a terrible one, and the reason is that P&L would have a hole blown on the side of it if they did not have 90% of their R&D and OpEx in China.”

“And if you don't think that slows down efficiency, creativity, creates rudeness, and stuff, it does, ok?”