{ "media_type": "text", "post_content": "Do y’all think Zoom is here to stay? Feel like Microsoft would be able to take them on using Teams video chat function (since most companies have office and teams already). What’s their competitive edge?", "post_id": "5f4d138ebc0da8002401821c", "reply_count": 8, "vote_count": 1, "bowl_id": "59064a3cb12379001006592c", "bowl_name": "Personal Investment Chatter" }

Do y’all think Zoom is here to stay? Feel like Microsoft would be able to take them on using Teams video chat function (since most companies have office and teams already). What’s their competitive edge?

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In the enterprise space, maybe. But Zoom’s user base is much wider than your traditional enterprises who use the MS Office suite. A lot of newer companies are past the Office era. Zoom’s base also includes more casual users with small business or free users. The client is much lighter than Teams which is clunky and slow. Don’t see Zoom going away anytime soon.

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Just think - how many “MS Teams birthday parties” you’ve heard about during the pandemic? Zoom is all the rage in the virtual birthday space

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No I don't, I'm bearish on any tech company with direct ties to China and as you mentioned, they have no real competitive advantage.

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