Baker says Apple, Google, and Facebook missed massive opportunity by not matching Zoom's UI and UX quality.
“And I can only imagine what it feels like to be at whether it's Apple with FaceTime, Google with Hangouts, Facebook with whatever their video chat is.”
Baker argues that 50 basis points of UI/UX superiority can create hundreds of billions in market value.
“Would argue personally they're at parody, but 50 bps is huge. If you're 50 bps better, that can be the foundation of hundreds of billions of dollars in market value.”
Baker says Google found two milliseconds of latency reduction had huge impact on search volumes.
“Google found that milliseconds of latency mattered to search. That if you could take two milliseconds out of search latency, that it had a huge impact on search volumes.”
Baker argues Zoom's superior UI/UX versus Google, Apple, and Facebook products explains its dominance during coronavirus.
“And Zoom's UI and UX for all sorts of reasons is just better than Hangouts, FaceTime or whatever the comparable Facebook product is.”
Baker argues milliseconds of latency and small UI differences like Zoom's create hundreds of billions in value.
“That if you could take two milliseconds out of search latency, that it had a huge impact on search volumes. And Zoom's UI and UX for all sorts of reasons is just better”