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I mean, long term there’s no way that company can compete with Teams or anything else, so use your discretion I guess.
Long term there’s always a way that a hyper focused company can compete with giant conglomerates. Did you forget how badly Microsoft mishandled Skype?
The answer to your question depends on so many variables, but I think Zoom as a company is here to stay. They are already broadening their offering and moving into general communication products.
Ya sure, but that hyper focused company with one offering doesn’t seem like it deserves a $100+ billion valuation. Closest analogue I can think of is Dropbox which trades at an $8 billion valuation.