why aren't all 15 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 2 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Prediction Open · timeframe Jan 2028
Wilkinson: Indistinguishable 4K Video AI Coworkers on Zoom Within 24-36 Months
“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.”
Prediction Open · timeframe Oct 2038
Meta will replace Zoom as the largest work platform in 10-15 years
“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, …”
Prediction Not checkable as stated
Zoom's successor will replace live video with photorealistic digital avatars
“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 …”
What-if
Puri: Not pivoting Blab to B2B video cost hundreds of millions
“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…”
Opinion
Maples: Zoom and other cloud tools merely re-host physical office culture
“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…”
Insight
Shaan Puri: Barbell Relationship Strategy Outperforms 30-Minute Zoom Meetings
“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…”
Insight
Shaan Puri: High-quality remote video is the digital equivalent of dressing well
“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.”
Disclosure
Shaan Puri: Always meet counterparts in person to close deals
“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…”
Prediction Not checkable as stated
Parr: Zoom could make hundreds of millions yearly from launch page ads
“They can make maybe hundreds of millions of dollars a year just in like an ad.”
Insight
Puri: In-Person Podcasts Beat Zoom Pods Because Interruptions Flow Naturally
“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…”
Prediction Not checkable as stated
Puri predicts in-person meetings will command an increasing premium
“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…”
Assertion Not checkable as stated
Laird Superfood Did 90 Zoom Calls In Three Weeks For IPO Roadshow
“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.”
Assertion Partly supported
SoftBank invested approximately $500M into pizza robotics startup Zume
“One of the popular ones soft bank put like, I don't know, five hundred million dollars into it or something ridiculous”
Assertion Supported
Parr: Zoom.com gets 1.7B visits monthly, 26th most popular website
“On similar web zoom.com gets 1.7 billion visits a month, and it's the 26 most popular website in the world.”
Disclosure
Sam Parr bought Zoom stock pre-IPO after seeing its ad conversion rates
“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 …”