Zoom

“The problem with most cloud offerings today is that they're basically re-hosted office culture, right? So, like, Zoom, Zoom is a meeting, but it's a meeting online. It's not like it's asynchronous in any way. It's not, it, you're just re-hosting the meeting. R…”

“I think that the future zoom, like the leapfrog of zoom is not zoom with slightly better features or the recording is better. The audio quality is a little better. It's, this is a video call where I don't actually have to be on video, but it looks like I'm on …”

“So there's obviously in-person experiences, so travel meetings, concerts. I think that already kind of has like a bit of a premium, but I think that'll get extended. The premium will get larger. The rarity will get higher on, on that because if most meetings j…”

“Why in-person podcasts just like that extra 30% better is because in person you can start talking over each other, but it's no, that's a normal thing in a conversation. You can kind of interrupt each other, but if you interrupt someone on zoom, it's a very abr…”

“So when we like years ago, or a couple years ago, we had Zoom was one of our advertisers, and this was before they went public. And the ad crushed it. It was so good. And we were like, damn dude, people love this product. They love zoom. And I ended up buying …”

“They can make maybe hundreds of millions of dollars a year just in like an ad.”

“On similar web zoom.com gets 1.7 billion visits a month, and it's the 26 most popular website in the world.”

“One of the popular ones soft bank put like, I don't know, five hundred million dollars into it or something ridiculous”

“That experience of going through that process, doing the road show, doing 90 zoom, one hour zooms over a three week period all day long, every day, and just all this stuff that we did.”

“In 10 to 15 years, Facebook is gonna be, Facebook, like, Meta is gonna own the largest work platform, so I think that they're gonna be the Zoom, the whatever, because this experience where it looks like you could feel like you're in the same room as a person, …”

“Never will I ever just stay at home when there's a deal to be closed. So this is the rule of just get on a plane. Go meet people in person. Don't do zoom calls, or if you're doing zoom calls, add in the in-person afterwards. The in-person meetings are so impor…”

“No matter how good your ideas are, if it's wrapped up in a crap sandwich, it's gonna just come across poorly. And it's the, you know, it is the digital equivalent of dressing good.”

“That's the barbell strategy, a bunch of lightweight text messages, but then let's spend a full day, a weekend. Let me fly to you and let's hang out for the day. And then I'll fly back, like carve out time to go deep where you have a real experience with somebo…”

“And instead of looking at those clues and being like, huh, maybe we could do that. We missed that project selection choice. I remember that day. Cause that was a, probably a multi hundred million dollar fork in the road moment, you know, maybe you still had to…”

“I think that within 24 to 36 months, these will be four K video people that are indistinguishable, indistinguishable from a human that you'll talk to on zoom.”