Zoom
6 statements across 2 episodes · 1 bullish · 3 bearish · 2 people on the record · first statement Feb 28, 2021 by Benedict Evans · said 30 times in 8 episodes since 2020 · across every show →
Mentions by year
brought up most by Benedict Evans (20), Toni Cowan-Brown (10)
tap a year for its mentions
2026 2 mentions in 1 episode
2022 7 mentions in 2 episodes 4 per episode
2021 13 mentions in 2 episodes 7 per episode
2020 8 mentions in 3 episodes 3 per episode
Everything said about Zoom, oldest first
Feb 28, 2021 positive
Evans: Clubhouse functions as a Napster for conference panels
“But it's clearly, amongst other things, like a Napster for conferences, for conference panels. Something I've said several times before was conferences are like a bundle of, there's presentations, there's panels, there's talking in the hallways, there's the si…”
Feb 28, 2021 bearish
Cowan-Brown: In-person dealmaking at conferences will decline drastically due to Zoom
“That idea of this is the moment where we can all be in a room and finalize that deal or get that deal done. I think that's going to shift pretty drastically because I think people have realized that they can actually conduct their business as usual on Zoom cal…”
Feb 28, 2021 bearish
Evans: Microsoft Teams provides a collaboration substrate lacking in Zoom
“What Microsoft is doing in Teams is kind of interesting, because it's trying to not just be the video call, it's trying to be like a whole substrate for collaboration. Whereas Zoom made it really easy to get into a call, but everything else around the Zoom app…”
Sep 19, 2022 neutral
Evans: Video Conferencing Lacks Switching Costs Unlike Creative Production Tools
“There's no switching cost in, you know, no one cares if this call is Teams or Zoom or Meet. Or hangouts or whatever it's called today. No one cares or knows you just click the link. Whereas switching, switching between different production tools is a big deal.”
Sep 19, 2022 bearish