Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
2 Dec 2020 Acquired Special: Slack + Salesforce Emergency Pod with Packy McCormick of Not Boring
“I think that view makes sense if you think of Zoom as an enterprise productivity tool which I think a lot of people do, but to me it's actually much broader and the opportunity is this, that we're doing on Zoom right now.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 2 Dec 2020
- Publisher
- Acquired
Transcript context
…It feels like they want to do video. There are plenty to do in the video space and that has always been their strong suit is how focused they've been on video. This would be fun. Maybe we could do a sidebar here. I would disagree with you a little bit, Packy, on the view on Zoom. I think that view makes sense if you think of Zoom as an enterprise productivity tool which I think a lot of people do, but to me it's actually much broader and the opportunity is this, that we're doing on Zoom right now. They're good. Great. Enterprise productivity product, make a lot of money on that. Perfect. But the huge opportunity is they are the video platform for the entire economy. I totally see Eric being that's our focus, that's what we're doing, I'm not going to get distracted on this. There should be a million startup spill on top of Zoom instead of Agora in the next year, so their focus should be on becoming a platform.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.