2020 has been the year of Zoom.

In January they were generating a little over 95 million visits a month and now they're generating a little over 2 billion.

Last week they announced Zapps:

An ecosystem of apps that could fundamentally change their business forever. [THREAD] 🧵
Analysts kept proclaiming that:

"Zoom's technology is easily replicable"

This is what they said in January, February, March and something I read in a forum last night.

But Zoom keeps winning. Zoom is capitalizing on what I call the Unbundling of Gsuite.
Focus is often a competitive advantage.

GSuite (Google) has been "focused" on calendar software, mail software, slides software, meeting software, document software and note keeping software.

Zoom?

Just good ol video software.

And that's what has allowed them to thrive
But the "easily replicable software" comment isn't something that should be thrown aside.

It can be key to creating a competitive edge. But it's the same idea analyts shared about Shopify, Salesforce & Hubspot. How did they overcome it?

An app ecosystem.
Zoom is taking the playbook.

Zoom just announced the launch of Zapps’ which will be a third party marketplace allowing companies & developers to build apps on Zooms tech AND that they're expanding their SDK offering with a customizable SDK.

The companies involved is impressive
Here's a few of the Zapps on deck.

MURAL 🎨 https://twitter.com/MURAL/status/1316782748330348585
REV ✍️ https://twitter.com/rev/status/1316394671560708097
CHORUS 🤖 https://twitter.com/chorus_ai/status/1316400605015863304
These announcements will present a new wave of functionality on Zoom and open up a new wave of startups.

The same way that Salesforce's AppExchange and Shopify's Partner Ecosystem created billions of dollars in opps - This could do the same.

More here: https://foundationinc.co/lab/zoom-zapps 
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