The Minutes

On the record about

zoom

3 people · 8 quotes · 2 Jul 2019 to 23 Jun 2020

Who is on this subjectordered by the date of their first quote here

3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 2 Apr 2020 — a date, and nothing else. It is not a claim about who reached a view first.

The chronologysourced and dated, oldest first

    1. Bill Gurley

      Gurley calculated Zoom and CrowdStrike each left $600 million on the table by underpricing their IPOs.

      “yet celebrate companies like Zoom and CrowdStrike and where the stock's up or Chewy recently where the stock's up 80% on the first day.”

      2 Jul 2019 · Invest Like the Best · 54:30 · source · permalink
    2. Bill Gurley

      Gurley calculates Zoom and CrowdStrike each left $600 million on the table by underpricing their IPOs.

      “And I can make the argument that's malfeasance, but everyone's writing this stories about how wonderful it was.”

      2 Jul 2019 · Invest Like the Best · 55:06 · source · permalink
    1. Gavin Baker

      Baker observes Zoom became woven into social fabric in ways unimaginable two weeks earlier.

      “It is being woven into the social fabric of the country in a way that I don't think anyone could have imagined even two weeks ago.”

      2 Apr 2020 · Invest Like the Best · 27:36 · source · permalink
    2. Gavin Baker

      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.”

      2 Apr 2020 · Invest Like the Best · 27:52 · source · permalink
    3. Gavin Baker

      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”

      2 Apr 2020 · Invest Like the Best · 28:46 · source · permalink
    4. Gavin Baker

      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.”

      2 Apr 2020 · Invest Like the Best · 28:53 · source · permalink
    5. Brad Gerstner

      Gerstner reveals Altimeter came within $100-200M of investing in Zoom's pre-IPO round but missed it.

      “I'll give you this example. We were within probably a 100 or $200,000,000 of doing a meaningful pre IPO round in Zoom.”

      23 Jun 2020 · Invest Like the Best · 58:48 · source · permalink
    6. Brad Gerstner

      Gerstner nearly invested in Zoom pre-IPO at $5 billion valuation, emphasizing need for disciplined frameworks.

      “We were within probably a 100 or $200,000,000 of doing a meaningful pre IPO round in Zoom. The company was valued at around $5,000,000,000 compared to where it is two years later.”

      23 Jun 2020 · Invest Like the Best · 58:50 · source · permalink

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