You cant really blame him. Zoom is currently valued at around 60 times its annual recurring revenues. Their share price has tripled since January. The whole c

You cant really blame him. Zoom is currently valued at around 60 times its annual recurring revenues. Their share price has tripled since January. The whole crisis was a fantastic opportunity for them, but it also means that it is going to become critical for microsoft, google and all to offer a competitive product sooner rather than later, considering how many companies are going remote. The competitive advantage of zoom is real, but how long can it last if that becomes a priority for these players. I am not saying that zoom is going to become worthless any time soon but that it's going to be very high to maintain that kind of multiple for a long period of time, especially after covid times.