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Valley Nordic

Valley Nordic Episode 5: Zoom; Product Market Fit; AI & VR/AR

59 min • 30 maj 2019

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In this episode, Arne & Chander talk about Zoom Video Communications, Inc. [Nasdaq: ZM], one the latest tech unicorn IPOs. What is Zoom's competitive advantage? Is it sustainable? Is the stock fairly priced? Then, we discuss two very different perspectives on Product Market Fit. How the Europeans might see it differently than the Americans. Finally, we discuss two mega trends in Silicon Valley - Artificial Intelligence (AI) and Augmented Reality (AR)/Virtual Reality (VR).

Arne explains a new term, "Technology Market Fit" he came up with.

Subscribe to the podcast here. And, see the notes from the previous episode here

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