5min chapter

Acquired cover image

The Zoom IPO (with Santi Subotovsky)

Acquired

CHAPTER

Zom Video Conferencing

Zoom's market cap, you know, they were 16 after their ipo, 26 billion were recording to day. Like the enterprise value of this company is not just about vadio conferencing. There're a lot of those building blocks that are going to go through big transformations. An if the incumbents don't see it, other people are going to take advantage of that. They build from within, and who are who are hungry, who have the capacity to learn.

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