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A comment on Peloton replaces CEO and lays off 2,800 people. Parent comment

Re:Peloton replaces CEO and lays off 2,800 people by JumpCrisscross on Tuesday February 08, 2022 @11:17AM (#30260272)
> Zoom is most definitely here to stay. I am confident that remote work culture will continue to be a part of normal working culture going forward.

I'm with you on the second statement. I don't see the first immutably flowing from it.

Zoom is dominant, but switching costs are small and their competitors are well capitalized and eagerly assaulting its fortress. Add to that their geopolitical vulnerability and their long-term dominance is far from assured.

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Re:Peloton replaces CEO and lays off 2,800 people by nine_k on Tuesday February 08, 2022 @11:39AM (#30260583)
Zoom is here to stay ≠ Zoom is poised to remain the leader indefinitely.

But I don't see why Zoom would lose so much market share or revenue streams as to disappear or become a marginal player. Something extraordinary should happen for it to cease to be here to stay.

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Re:Peloton replaces CEO and lays off 2,800 people by xxpor on Tuesday February 08, 2022 @12:15PM (#30261163)
Zoom could get put on the entity list and get Huawei'd.
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Re:Peloton replaces CEO and lays off 2,800 people by michaelt on Tuesday February 08, 2022 @12:41PM (#30261618)
Skype used to be the only name in video calling.

It wasn't anything extraordinary that made skype lose market share - just a gradual slide into irrelevance as competing products got stronger, and they tried to make a profit when everyone else was giving away the product for free.

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Re:Peloton replaces CEO and lays off 2,800 people by el-salvador on Tuesday February 08, 2022 @03:57PM (#30264592)
One of the reasons we stopped using Skype is how slow it became, specially on non high-end phones. On the other hand WhatsApp was always fast. It seems they never optimized for performance.
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Re:Peloton replaces CEO and lays off 2,800 people by muh_gradle on Tuesday February 08, 2022 @11:30AM (#30260444)
That's fair, I don't think it's a guarantee that Zoom will remain an industry leader. Google Meet and Microsoft Teams might catch up and overtake. Last I saw the numbers, Zoom still has a pretty big advantage as a brand name with 600 million DAU and being the brand name. I think the geopolitical vulnerability is fairly overblown.
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Re:Peloton replaces CEO and lays off 2,800 people by dbingham on Tuesday February 08, 2022 @11:25AM (#30260361)
I'm curious what you mean by 'geopolitical vulnerability'. How are they vulnerable?
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Re:Peloton replaces CEO and lays off 2,800 people by JumpCrisscross on Tuesday February 08, 2022 @11:38AM (#30260569)
> I'm curious what you mean by 'geopolitical vulnerability'. How are they vulnerable?

Zoom's China links have put it in hot water before [1][2][3]. If tensions flared, it could find itself cut off from some combination of a large section of its customers and/or large section of its workforce.

[1] https://www.justice.gov/usao-edny/pr/china-based-executive-u...

[2] https://www.nytimes.com/2020/12/18/technology/zoom-tiananmen...

[3] https://www.bbc.com/news/technology-52200507

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