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Why? Is it because of cost? Perhaps nepotism? I don' see a reason why Amazon or Azure would be passed over in favour of Oracle. Why wasn't GCP a contender eithe

Why? Is it because of cost? Perhaps nepotism? I don' see a reason why Amazon or Azure would be passed over in favour of Oracle. Why wasn't GCP a contender either? Something seems fishy... someone from Zoom care to chime in? Maybe they are afraid that Amazon or Microsoft with their tradition of copying competition would pose a threat? Even then, Microsoft is already competing using Microsoft Teams and if Amazon wanted to it wouldn't be hard for them at all to come up with a product.

sb8244 6y ago
Gcp is listed in the article but not the title. Strange title selection but they were considered.
- cmauniada 6y ago
  I should have worded my question better, I was just surprised why you would leave out arguably the top 3 companies and go with something like Oracle. (Maybe I am too young and that's where my animosity for Oracle comes from, but I feel like they are way behind the curve in terms of their cloud).
  - sb8244 6y ago
    Oh no, I totally have the same question. I just wanted to make it clear that GCP was in the running since that was in your comment. But yea, I don't get it either. I'd be curious to know why.
    - enigmo 6y ago
      free credits. I've heard of deals giving out $50mm+ in credits over five years before... also gives you some insight into AWS/GCP/Azure margins.
      - sb8244 6y ago
        Good point. I wonder how deals like this are structured on the accounting backend.
deleted 6y ago
[deleted]
bob33212 6y ago
Yes, the technology behind zoom can be repicated in less than 2 years and for less than 100m.
- asdff 6y ago
  Zoom feels like a pied piper-eskque app to me. Awkward and clunky to use, lag and issues are expected. Doesn't help that we've been given no guidance from higher ups on how to use the software, so we've been discovering features as we go. Today I finally learned how to let someone else share a screen, and that button was not where you would expect.
  - djrogers 6y ago
    You don’t have to ‘let’ someone else share a screen with Zoom - any attendee in a regular meeting can do so. Unless your IT dept went out of their way to really screw up your default preferences, you might be thinking of another web meeting client.
    - asdff 6y ago
      Nah we have zoom premium accounts. Kinda. You have to register it in this strange way, so half of us don't have these accounts. What this means is that if you start a zoom meeting with the premium account, you are a host and everyone else with the organizational premium account is a cohost. If you haven't enabled premium on your zoom, or you are a collegue from outside the org, the host of the meeting has to open screen sharing privileges for all guests. That button is found next to the share screen button, a small carrot revealing a menu with advanced screen sharing options. Within that settings menu is the toggle to allow guest to share screens. This is in contrast to most other host/guest controls that are found in the participants pane. These aren't the default settings, but we had to adopt these due to zoom bombings throughout the org a few weeks ago. Of course it's zoom I'm talking about, come on dude.
- partiallypro 6y ago
  Probably less than that. The reason it's so popular is that it's easy to install, requires no sign up...and you can record the meeting. Skype, Teams, Hangouts, Slack, etc all have difficult processes to join a meeting (or signup/signin/install programs to get to it.) I honestly think that is why Zoom has succeeded. Then of course there are the caps on meeting space, but I don't think that is the main reason for its success. Almost all boils down to the amount of friction to actually get into something. Microsoft, IMO is the one that really bungled this. They should be dominating the space. They should just roll out something called "Teams Meet" that is effectively Zoom, where people can join from Teams (you're signed in) or a small program that requires no signup/sign in. Doesn't take a genius to figure out the appeal.
mc32 6y ago
Tongue in check but my first thought was “baddies” work hand in hand with other “baddies”... As for real reason, that’s a head scratcher...
hamsterbooster 6y ago
Amazon also own video-conference product Chime.
mcbain 6y ago
Amazon has Chime. Not heard of it? You aren’t alone there.
- holler 6y ago
  I've heard nothing but negative reviews about Chime from amazon employee's whom have to use it daily...
  - rubiquity 6y ago
    Disclaimer: I work at AWS. I use Chime and love it. Its lack of features is a feature in my opinion. I used Slack for years before using Chime and I’m happy with the switch. I don’t get nearly the chat fatigue I used to get from Slack. Chime reminds me of HipChat and Campfire in terms of UX but with the availability you’d expect an AWS service to have.
    - alpha_squared 6y ago
      As someone who recently did the remote on-site via Chime, its stability left a lot to be desired. Audio dropped regularly and constant video freezes. It felt a little half-baked and dog-fooded internally and, by extension, externally to interviewees. Nearly every person who interviewed me also expressed some unhappiness with Chime as well. This is all anecdotal, of course. It mostly just feels like a byproduct of not-built-here syndrome.
      - Arelius 6y ago
        anecdotally, having used it internally before I left. I found that VC stability top-notch, I had some stability problems using the web client, but those had mostly resolved within the few months before I left. I now find my self yearning for the stability of Chime outside of using Zoom. and using Zoom, feel a concern for my privacy in a way I have never using an AWS product.
    - Arelius 6y ago
      Meh, it's fine for 1:1 chat, but I hate it's group chat support. It's just messy and hard to manage. On the other hand, it's VC support is top notch.
partiallypro 6y ago
My guess is simply, they don't want to fund their own competitors. Microsoft is a direct competitor already (so is Google,) and who knows what Amazon will do. That really only leaves IBM and Oracle. I've always been baffled when someone hosts on their competitors' platform. Like Netflix hosting on AWS, and Grocery Stores hosting on AWS. Microsoft & Google rarely have that problem (except on this one.)
- toyg 6y ago
  That, and likely Oracle is doing it for free (or thereabout), financing it out of their advertising budget. Zoom is the success story of these corona-times of ours; the headline alone is marketing gold, particularly considering nobody else in the "startupsphere" will ever give Oracle this sort of visibility - or even the time of day. At a time when Oracle is trying to push an image of being startup-friendly, this is better than the alternatives (each word they tweet on "helping startups" unleashes waves of mean and snarky jokes).
- ViViDboarder 6y ago
  I’ve been impressed by what I’ve heard about Walmart. They apparently won’t even use a SaaS tool if it’s hosted on Amazon.
  - BrowserMeeting 6y ago
    Wow. That’s news to me. Walmart is so calculated.
    - Spooky23 6y ago
      It's just smart business. Your random SaaS company is often a big shitshow. I've had more than one vendor Sales Engineer show me live customer data in response to performance or other questions. Startups and smaller SaaS companies in particular often demonstrate amazing levels of cluelessness.
      - bombledmonk 6y ago
supercanuck 6y ago
Did you not read the news that Amazon uses data to compete against its own customers?
- jaywalk 6y ago
  That was specifically about the Amazon marketplace, not AWS.
  - cmauniada 6y ago
    AWS isn't that far off from following in the same path. Look at what they did with Elastic Search.
    - klohto 6y ago
      I'm out of the loop, what did they do with ES (except for providing unstable service...)?
      - cmauniada 6y ago
        They have a habit of copying open source software and re-branding it as their own. Here is an article. https://www.nytimes.com/2019/12/15/technology/amazon-aws-cloud-competition.html https://www.nytimes.com/2019/12/15/technology/amazon-aws-clo...
        snazz 6y ago
        That’s not the same thing as using their customers’ data to compete against their customers.
        cmauniada 6y ago
        Fair enough, I know the original article was about what you just mentioned. Still doesn't give them a pass to how they carry out their business though.
draw_down 6y ago
I think this is kind of a strange reaction. I don’t use any of Oracles products but is it really SO outlandish that someone would sign a deal with them? Zoom probably had quite a bit of leverage in that deal, certainly more than they’d have with MS or Amazon. Google and MS also have competing products. I don’t think we need to jump to foul play here. (Besides which, what are we, faithful guardians of MSFT and AMZN revenue? It’s ok if they don’t get every deal.)
cocktailpeanuts 6y ago
Google sees Zoom as competition (They recently updated Google Hangouts to compete with Zoom) so it won't make sense for them to host there. Microsoft has Skype. I am not sure about Amazon. Someone please enlighten us.
- MattGaiser 6y ago
  Amazon has Chime.
  - wp381640 6y ago
    Is that another IoT doorbell thing they acquired?
    - Arelius 6y ago
      Nah, chat and VC: https://aws.amazon.com/chime/ https://aws.amazon.com/chime/
    - Terretta 6y ago
      Easy mnemonic, Chime is for when your softphone rings, and Ring is for when your doorbell chimes. Keep it straight.
linuxftw 6y ago
The same way a startup chooses any hosting platform. They pick who their VCs tell them to pick because it's all a slush fund. Zoom's losses are another business owned by the same VC's gain.
- roosterdawn 6y ago
  The last time I checked, Zoom was a publicly traded company. Of course, this doesn't invalidate your second point due to the existence of large institutional public investors.
adrianmonk 6y ago
We can only speculate, but Zoom is really big in the news right now, so Oracle could have offered them a special deal so Oracle can be in the news too. If you aren't knowledgeable enough about cloud providers to evaluate them directly on their merits, then you look for signals. Some people might think, hey, Zoom is doing well, they are a well-known, up-and-coming company, and they chose Oracle, from which we infer that Oracle must be good choice.
- binarymax 6y ago
  Pouring one out for the zoom devops crew now forced to work with Oracle cloud because of some high level partnership decision.
  - kevin_thibedeau 6y ago
    If they're smart they will maintain the ability to jump to IBM and play them off each other.
chrischen 6y ago
The weakest market players are in the best position to cave to special terms for large customers.
RossM 6y ago
I migrated the company's services from AWS to OCI at the startup I was at. The trade-off is simple, if Oracle can say $product runs on OCI, they'll put you in front of the biggest industry players who are using their POS, database - and since our sales pipeline pivoted around web integrations this was crucial. They also give a bunch of credits (as do the other providers). We argued against it in the dev team, but it wasn't the worst cloud migration I've done. The console reminds me of early days AWS as it's essentially just VPC+EC2+S3, but it was refreshing to spin up a server without a pages of config being presented to you. We took the opportunity to containerise our older sites and ran everything in their managed k8s cluster. I very rarely had to use the console for anything, which tbh is a bit of a grab-bag of managed services beyond the core cloud offering. Terraform support is there if you need to do anything serious.
- toomuchtodo 6y ago
  This is great to hear, thanks for providing ground truth.
chrisseaton 6y ago
> I don' see a reason why Amazon or Azure would be passed over in favour of Oracle. Why wasn't GCP a contender either? Because Amazon, Microsoft, and Google are competitors to Zoom. Why would you host on your competitor?!
- eganist 6y ago
  Netflix has entered the chat.
- djannzjkzxn 6y ago
  In a world of multinational conglomerates, it’s very common for a business to have a supplier that is owned by the owner of a competitor in a different line of business.
- Barrin92 6y ago
  For starters, because Zoom's decision to go with either of those companies as a cloud supplier isn't going to have any impact on their competition as a conferencing service provider. It's not like Microsoft is going to go broke tomorrow and cancel teams if Zoom goes to Oracle. More fundamentally because business is cooperative and not like a war, but like a game with many repetitions. So working with your competitors can be mutually beneficial. Business is not a zero-sum game, it's not like two villages in the walking dead going at each other.
- rrdharan 6y ago
  Apple buys chips from Samsung. Or at least they used to - I guess lately they are strictly reliant on TSMC? https://wccftech.com/samsung-aiming-high-apple-a13-next-year/ https://wccftech.com/samsung-aiming-high-apple-a13-next-year... https://www.fool.com/investing/2020/01/23/apple-boosts-chip-orders-from-main-foundry-supplie.aspx https://www.fool.com/investing/2020/01/23/apple-boosts-chip-...
  - filoleg 6y ago
    This is incorrect. Apple doesn't buy chips from Samsung or TSMC. Apple orders the chips to be manufactured by them. The chip design is made by Apple on their own. Buying a chip from someone (i.e., purchasing rights to use an existing chip design made by someone) vs. ordering your own chip to be manufactured by someone are two different things. It's like, we don't say that Apple just bought phones from Foxconn, they simply acted as a manufacturer.
cma 6y ago
Bandwidth is one of their main costs presumably, and most cloud providers charge inflated egress prices (though for something the size of Zoom I'm sure they'd negotiate).
signal11 6y ago
Worth noting (from the article): > Zoom already uses Amazon and Microsoft’s cloud services, but went with Oracle for its latest expansion. Remember that Oracle’s Capex spending on cloud is very small compared to AWS, Azure and GCP. Given Zoom’s growth it’s not likely they’ll choose an also-ran in the public cloud market as their sole supplier. Increasing optionality and maybe some access to Oracle marketing is likely a bigger reason.
- johannes1234321 6y ago
  > Increasing optionality and maybe some access to Oracle marketing is likely a bigger reason. Yup, Larry Ellison himself recently endorsed Zoom, most likely as means to close the deal: https://youtu.be/u96GRtxBUUQ https://youtu.be/u96GRtxBUUQ Now they are in the news with this story ... that's valuable.
dehrmann 6y ago
> Maybe they are afraid that Amazon or Microsoft with their tradition of copying competition would pose a threat? For Amazon marketplace merchants, I get how Amazon using internal metrics to start carrying popular products is a problem. For Zoom, though? They're public, and they announce quarterly usage numbers. There's nothing to copy that they can't already see.

sb8244 6y ago

Gcp is listed in the article but not the title. Strange title selection but they were considered.

cmauniada 6y ago
I should have worded my question better, I was just surprised why you would leave out arguably the top 3 companies and go with something like Oracle. (Maybe I am too young and that's where my animosity for Oracle comes from, but I feel like they are way behind the curve in terms of their cloud).
- sb8244 6y ago
  Oh no, I totally have the same question. I just wanted to make it clear that GCP was in the running since that was in your comment. But yea, I don't get it either. I'd be curious to know why.
  - enigmo 6y ago
    free credits. I've heard of deals giving out $50mm+ in credits over five years before... also gives you some insight into AWS/GCP/Azure margins.
    - sb8244 6y ago
      Good point. I wonder how deals like this are structured on the accounting backend.

deleted 6y ago

[deleted]

bob33212 6y ago

Yes, the technology behind zoom can be repicated in less than 2 years and for less than 100m.

asdff 6y ago
Zoom feels like a pied piper-eskque app to me. Awkward and clunky to use, lag and issues are expected. Doesn't help that we've been given no guidance from higher ups on how to use the software, so we've been discovering features as we go. Today I finally learned how to let someone else share a screen, and that button was not where you would expect.
- djrogers 6y ago
  You don’t have to ‘let’ someone else share a screen with Zoom - any attendee in a regular meeting can do so. Unless your IT dept went out of their way to really screw up your default preferences, you might be thinking of another web meeting client.
  - asdff 6y ago
    Nah we have zoom premium accounts. Kinda. You have to register it in this strange way, so half of us don't have these accounts. What this means is that if you start a zoom meeting with the premium account, you are a host and everyone else with the organizational premium account is a cohost. If you haven't enabled premium on your zoom, or you are a collegue from outside the org, the host of the meeting has to open screen sharing privileges for all guests. That button is found next to the share screen button, a small carrot revealing a menu with advanced screen sharing options. Within that settings menu is the toggle to allow guest to share screens. This is in contrast to most other host/guest controls that are found in the participants pane. These aren't the default settings, but we had to adopt these due to zoom bombings throughout the org a few weeks ago. Of course it's zoom I'm talking about, come on dude.
partiallypro 6y ago
Probably less than that. The reason it's so popular is that it's easy to install, requires no sign up...and you can record the meeting. Skype, Teams, Hangouts, Slack, etc all have difficult processes to join a meeting (or signup/signin/install programs to get to it.) I honestly think that is why Zoom has succeeded. Then of course there are the caps on meeting space, but I don't think that is the main reason for its success. Almost all boils down to the amount of friction to actually get into something. Microsoft, IMO is the one that really bungled this. They should be dominating the space. They should just roll out something called "Teams Meet" that is effectively Zoom, where people can join from Teams (you're signed in) or a small program that requires no signup/sign in. Doesn't take a genius to figure out the appeal.

mc32 6y ago

Tongue in check but my first thought was “baddies” work hand in hand with other “baddies”... As for real reason, that’s a head scratcher...

hamsterbooster 6y ago

Amazon also own video-conference product Chime.

mcbain 6y ago

Amazon has Chime. Not heard of it? You aren’t alone there.

holler 6y ago
I've heard nothing but negative reviews about Chime from amazon employee's whom have to use it daily...
- rubiquity 6y ago
  Disclaimer: I work at AWS. I use Chime and love it. Its lack of features is a feature in my opinion. I used Slack for years before using Chime and I’m happy with the switch. I don’t get nearly the chat fatigue I used to get from Slack. Chime reminds me of HipChat and Campfire in terms of UX but with the availability you’d expect an AWS service to have.
  - alpha_squared 6y ago
    As someone who recently did the remote on-site via Chime, its stability left a lot to be desired. Audio dropped regularly and constant video freezes. It felt a little half-baked and dog-fooded internally and, by extension, externally to interviewees. Nearly every person who interviewed me also expressed some unhappiness with Chime as well. This is all anecdotal, of course. It mostly just feels like a byproduct of not-built-here syndrome.
    - Arelius 6y ago
      anecdotally, having used it internally before I left. I found that VC stability top-notch, I had some stability problems using the web client, but those had mostly resolved within the few months before I left. I now find my self yearning for the stability of Chime outside of using Zoom. and using Zoom, feel a concern for my privacy in a way I have never using an AWS product.
  - Arelius 6y ago
    Meh, it's fine for 1:1 chat, but I hate it's group chat support. It's just messy and hard to manage. On the other hand, it's VC support is top notch.

partiallypro 6y ago

My guess is simply, they don't want to fund their own competitors. Microsoft is a direct competitor already (so is Google,) and who knows what Amazon will do. That really only leaves IBM and Oracle. I've always been baffled when someone hosts on their competitors' platform. Like Netflix hosting on AWS, and Grocery Stores hosting on AWS. Microsoft & Google rarely have that problem (except on this one.)

toyg 6y ago
That, and likely Oracle is doing it for free (or thereabout), financing it out of their advertising budget. Zoom is the success story of these corona-times of ours; the headline alone is marketing gold, particularly considering nobody else in the "startupsphere" will ever give Oracle this sort of visibility - or even the time of day. At a time when Oracle is trying to push an image of being startup-friendly, this is better than the alternatives (each word they tweet on "helping startups" unleashes waves of mean and snarky jokes).
ViViDboarder 6y ago
I’ve been impressed by what I’ve heard about Walmart. They apparently won’t even use a SaaS tool if it’s hosted on Amazon.
- BrowserMeeting 6y ago
  Wow. That’s news to me. Walmart is so calculated.
  - Spooky23 6y ago
    It's just smart business. Your random SaaS company is often a big shitshow. I've had more than one vendor Sales Engineer show me live customer data in response to performance or other questions. Startups and smaller SaaS companies in particular often demonstrate amazing levels of cluelessness.
    - bombledmonk 6y ago

supercanuck 6y ago

Did you not read the news that Amazon uses data to compete against its own customers?

jaywalk 6y ago
That was specifically about the Amazon marketplace, not AWS.
- cmauniada 6y ago
  AWS isn't that far off from following in the same path. Look at what they did with Elastic Search.
  - klohto 6y ago
    I'm out of the loop, what did they do with ES (except for providing unstable service...)?
    - cmauniada 6y ago
      They have a habit of copying open source software and re-branding it as their own. Here is an article. https://www.nytimes.com/2019/12/15/technology/amazon-aws-cloud-competition.html https://www.nytimes.com/2019/12/15/technology/amazon-aws-clo...
      - snazz 6y ago
        That’s not the same thing as using their customers’ data to compete against their customers.
        cmauniada 6y ago
        Fair enough, I know the original article was about what you just mentioned. Still doesn't give them a pass to how they carry out their business though.

draw_down 6y ago

I think this is kind of a strange reaction. I don’t use any of Oracles products but is it really SO outlandish that someone would sign a deal with them? Zoom probably had quite a bit of leverage in that deal, certainly more than they’d have with MS or Amazon. Google and MS also have competing products. I don’t think we need to jump to foul play here. (Besides which, what are we, faithful guardians of MSFT and AMZN revenue? It’s ok if they don’t get every deal.)

cocktailpeanuts 6y ago

Google sees Zoom as competition (They recently updated Google Hangouts to compete with Zoom) so it won't make sense for them to host there. Microsoft has Skype. I am not sure about Amazon. Someone please enlighten us.

MattGaiser 6y ago
Amazon has Chime.
- wp381640 6y ago
  Is that another IoT doorbell thing they acquired?
  - Arelius 6y ago
    Nah, chat and VC: https://aws.amazon.com/chime/ https://aws.amazon.com/chime/
  - Terretta 6y ago
    Easy mnemonic, Chime is for when your softphone rings, and Ring is for when your doorbell chimes. Keep it straight.

linuxftw 6y ago

The same way a startup chooses any hosting platform. They pick who their VCs tell them to pick because it's all a slush fund. Zoom's losses are another business owned by the same VC's gain.

roosterdawn 6y ago
The last time I checked, Zoom was a publicly traded company. Of course, this doesn't invalidate your second point due to the existence of large institutional public investors.

adrianmonk 6y ago

We can only speculate, but Zoom is really big in the news right now, so Oracle could have offered them a special deal so Oracle can be in the news too. If you aren't knowledgeable enough about cloud providers to evaluate them directly on their merits, then you look for signals. Some people might think, hey, Zoom is doing well, they are a well-known, up-and-coming company, and they chose Oracle, from which we infer that Oracle must be good choice.

binarymax 6y ago
Pouring one out for the zoom devops crew now forced to work with Oracle cloud because of some high level partnership decision.
- kevin_thibedeau 6y ago
  If they're smart they will maintain the ability to jump to IBM and play them off each other.

chrischen 6y ago

The weakest market players are in the best position to cave to special terms for large customers.

RossM 6y ago

I migrated the company's services from AWS to OCI at the startup I was at. The trade-off is simple, if Oracle can say $product runs on OCI, they'll put you in front of the biggest industry players who are using their POS, database - and since our sales pipeline pivoted around web integrations this was crucial. They also give a bunch of credits (as do the other providers). We argued against it in the dev team, but it wasn't the worst cloud migration I've done. The console reminds me of early days AWS as it's essentially just VPC+EC2+S3, but it was refreshing to spin up a server without a pages of config being presented to you. We took the opportunity to containerise our older sites and ran everything in their managed k8s cluster. I very rarely had to use the console for anything, which tbh is a bit of a grab-bag of managed services beyond the core cloud offering. Terraform support is there if you need to do anything serious.

toomuchtodo 6y ago
This is great to hear, thanks for providing ground truth.

chrisseaton 6y ago

> I don' see a reason why Amazon or Azure would be passed over in favour of Oracle. Why wasn't GCP a contender either? Because Amazon, Microsoft, and Google are competitors to Zoom. Why would you host on your competitor?!

eganist 6y ago
Netflix has entered the chat.
djannzjkzxn 6y ago
In a world of multinational conglomerates, it’s very common for a business to have a supplier that is owned by the owner of a competitor in a different line of business.
Barrin92 6y ago
For starters, because Zoom's decision to go with either of those companies as a cloud supplier isn't going to have any impact on their competition as a conferencing service provider. It's not like Microsoft is going to go broke tomorrow and cancel teams if Zoom goes to Oracle. More fundamentally because business is cooperative and not like a war, but like a game with many repetitions. So working with your competitors can be mutually beneficial. Business is not a zero-sum game, it's not like two villages in the walking dead going at each other.
rrdharan 6y ago
Apple buys chips from Samsung. Or at least they used to - I guess lately they are strictly reliant on TSMC? https://wccftech.com/samsung-aiming-high-apple-a13-next-year/ https://wccftech.com/samsung-aiming-high-apple-a13-next-year... https://www.fool.com/investing/2020/01/23/apple-boosts-chip-orders-from-main-foundry-supplie.aspx https://www.fool.com/investing/2020/01/23/apple-boosts-chip-...
- filoleg 6y ago
  This is incorrect. Apple doesn't buy chips from Samsung or TSMC. Apple orders the chips to be manufactured by them. The chip design is made by Apple on their own. Buying a chip from someone (i.e., purchasing rights to use an existing chip design made by someone) vs. ordering your own chip to be manufactured by someone are two different things. It's like, we don't say that Apple just bought phones from Foxconn, they simply acted as a manufacturer.

cma 6y ago

Bandwidth is one of their main costs presumably, and most cloud providers charge inflated egress prices (though for something the size of Zoom I'm sure they'd negotiate).

signal11 6y ago

Worth noting (from the article): > Zoom already uses Amazon and Microsoft’s cloud services, but went with Oracle for its latest expansion. Remember that Oracle’s Capex spending on cloud is very small compared to AWS, Azure and GCP. Given Zoom’s growth it’s not likely they’ll choose an also-ran in the public cloud market as their sole supplier. Increasing optionality and maybe some access to Oracle marketing is likely a bigger reason.

johannes1234321 6y ago
> Increasing optionality and maybe some access to Oracle marketing is likely a bigger reason. Yup, Larry Ellison himself recently endorsed Zoom, most likely as means to close the deal: https://youtu.be/u96GRtxBUUQ https://youtu.be/u96GRtxBUUQ Now they are in the news with this story ... that's valuable.

dehrmann 6y ago

> Maybe they are afraid that Amazon or Microsoft with their tradition of copying competition would pose a threat? For Amazon marketplace merchants, I get how Amazon using internal metrics to start carrying popular products is a problem. For Zoom, though? They're public, and they announce quarterly usage numbers. There's nothing to copy that they can't already see.