Last two posts on Zoom Video and Etsy, I mentioned network effects. The term has popped up everywhere for tech start-ups and IPOs. In my layman’s opinion, if the network doesn’t provide much pricing power and / or participants have low switching costs, there is not much “network effect”. Case…
Category: Tech
On last post of MicroStrategy, its software business was obviously overshadowed by its bitcoin holdings. Today let’s take a look at a pure play software business, Zoom Video, which has really piqued my interest as of late. Honestly wish I have looked at it sooner! Zoom is a Software as…