100%
1/1 predictions confirmed
0 pending · 0 expired
2
companies · 4 data points
we're not just a feature and that we're truly a product and independent business.
if we can be the market creators and market leaders in this space, then we can start to grab the biggest customers in the world. And as long as you grab those, there's pretty high switching costs.
our video infrastructure is the most performant that exists for any asynchronous video recording and sharing.
you have to believe and what I think we did a really good job of is picking early investors that believe that this is a missing mode of communication at work. Like this is a massive opportunity. And in order to get this right, you just have to focus on building a best in class product. And that takes disproportionate resource allocation to our video infrastructure is the most performant that exists for any asynchronous video recording and sharing. And then the second part of defensibility, if yo