Brett Winton: @shrewdinvest @EmmetPeppers @heydave7 @CathieDWood 团队可以吃zoom 的立场必须解释为什么它还没有吃zoom （或者，换句话说，我们假设 Zoom 会随着时间的推移失去参与份额并最终占据 20-25% 的货币化市场；商业案例仍然令人信服）

原推：@shrewdinvest @EmmetPeppers @heydave7 @CathieDWood the stance that teams can eat zoom has to explain why it has not already eaten zoom

(or, put another way, we assume that zoom loses engagement share over time and ultimately occupies 20-25% of the monetized market; the business case is still compelling)
https://twitter.com/wintonARK/status/1535015754948485120