zoom: everyone on the record — The Minutes https://minutesof.com/on/zoom/ Everyone on the record about zoom: 8 verbatim quotes from 3 people, July 2019 to June 2020, in one chronology, each with a timestamp and a link to its… en Sun, 30 Aug 2026 22:33:20 +0000 Brad Gerstner: Gerstner nearly invested in Zoom pre-IPO at $5 billion valuation, emphasizing need for discipli https://minutesof.com/q/69900875-de92-41a1-8afb-4b6d524e883a/ https://minutesof.com/q/69900875-de92-41a1-8afb-4b6d524e883a/ “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.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 zoom Brad Gerstner: Gerstner reveals Altimeter came within $100-200M of investing in Zoom's pre-IPO round but misse https://minutesof.com/q/65012c0d-a1ad-40ac-98d2-05e5795a21c5/ https://minutesof.com/q/65012c0d-a1ad-40ac-98d2-05e5795a21c5/ “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.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 zoom Gavin Baker: Baker argues Zoom's superior UI/UX versus Google, Apple, and Facebook products explains its domin https://minutesof.com/q/a9830852-9337-4833-a626-bfcc0320b966/ https://minutesof.com/q/a9830852-9337-4833-a626-bfcc0320b966/ “And Zoom's UI and UX for all sorts of reasons is just better than Hangouts, FaceTime or whatever the comparable Facebook product is.” — Gavin Baker, Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 zoom Gavin Baker: Baker argues milliseconds of latency and small UI differences like Zoom's create hundreds of bill https://minutesof.com/q/bd1dba45-dfdb-46f8-acbf-476324bf5d9e/ https://minutesof.com/q/bd1dba45-dfdb-46f8-acbf-476324bf5d9e/ “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” — Gavin Baker, Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 zoom Gavin Baker: Baker says Apple, Google, and Facebook missed massive opportunity by not matching Zoom's UI and U https://minutesof.com/q/3e10c557-73d3-4f16-ac35-1f6bb5e86e5a/ https://minutesof.com/q/3e10c557-73d3-4f16-ac35-1f6bb5e86e5a/ “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.” — Gavin Baker, Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 zoom Gavin Baker: Baker observes Zoom became woven into social fabric in ways unimaginable two weeks earlier. https://minutesof.com/q/110ed64b-eb84-48f6-81a4-3249ec376052/ https://minutesof.com/q/110ed64b-eb84-48f6-81a4-3249ec376052/ “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.” — Gavin Baker, Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 zoom Bill Gurley: Gurley calculates Zoom and CrowdStrike each left $600 million on the table by underpricing their https://minutesof.com/q/48459ad1-ad94-46dc-8945-4e4393e40933/ https://minutesof.com/q/48459ad1-ad94-46dc-8945-4e4393e40933/ “And I can make the argument that's malfeasance, but everyone's writing this stories about how wonderful it was.” — Bill Gurley, Invest Like the Best Tue, 02 Jul 2019 09:30:00 +0000 zoom Bill Gurley: Gurley calculated Zoom and CrowdStrike each left $600 million on the table by underpricing their https://minutesof.com/q/03a94a75-1bf4-4ae6-9236-952ca881331e/ https://minutesof.com/q/03a94a75-1bf4-4ae6-9236-952ca881331e/ “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.” — Bill Gurley, Invest Like the Best Tue, 02 Jul 2019 09:30:00 +0000 zoom