Brett Winton: 我们的案例： 约 75% 的前中国知识工作者将为现代视频通讯付费 Zoom 将提供增值的会议生产力改进，从而推动每位用户的收入高于我们为老式电话支付的费用 Zoom 将通过五分之一的可寻址知识工作者获利 https://t.co/axRY8UvuZX 引用@summerlinARK 的推文： 我们的 Zoom 开源模型现已在 GitHub 上提供：github.com/ARKInvest/ARK-… 您可以在我们的博客文章中阅读我们的论文和假设：ark-invest.com/articles/analy… 我们的基本情况表明，到 2026 年，Zoom 的股价可能会达到 1,500 美元。

Posted on 2022-06-10

原推：our case:

~75% of ex-China knowledge workers will pay for modern video comms

Zoom will deliver value-add meeting-productivity improvements and so drive revenue per user above what we pay for old-school telephony

Zoom will monetize 1 out of 5 addressable knowledge workers https://t.co/axRY8UvuZX

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Our Zoom open-source model is now available on GitHub: github.com/ARKInvest/ARK-…

You can read about our thesis and assumptions in our blog post: ark-invest.com/articles/analy…

Our base case suggests Zoom’s share price could reach $1,500 by 2026.

https://twitter.com/wintonARK/status/1534938103739142145