Good Morning. This one is a pretty short email. As hard as I tried to find, there’s just nothing as interesting happening in tech world right now.
This Right Click will take you less than 5 mins.
Zoom’s post pandemic preparation plans
What happened: Zoom is looking to expand beyond videoconferencing to email and calendar services.
Why: Zoom’s had a great year. Revenue quadrupled. Stock price up 500%. But it fears what will happen when its heydays ends? After the pandemic, people wouldn’t want to WFH anymore. Revenue might be worse than before.
Why email and calendar service could be a good step forward:
Future-proof: No. of WFH meetings will go down but email and calendars aren’t going anywhere in the foreseeable future.
Useful Bundling: Meetings, email and calendar are related to each other. Zoom can make it all work together. You schedule a meeting on Zoom, it goes automatically to your Zoom calendar and Zoom emails details to everyone else. Synchronisation might make for a good reason for people to adopt Zoom’s products.
Other big players already do this: Zoom’s main competitors—Google and Microsoft—already have email and calendar apps of their own.
For the future: Zoom wants to make a full enterprise app suite. If Zoom moves fast and makes a good reason for people to use these things, it might be the top email and calendar soon.
Apple Analyst Ming-Chi Kuo’s thoughts on Apple Car
Previously on Right Click: Two Apple insiders earlier revealed Apple’s plans to make an EV. They say it’s “like the first time you saw the iPhones.” (+ Elon Musk’s reaction)
When will it come: 2025-27. But might be delayed to 2028 or further.
Will Apple succeed: Although, Apple does have some competitive advantages, it might also fail as it did in smart speaker market. EV Market is a lot fiercer than smart speaker market.
How to succeed: The key success factor is big data/AI, not hardware.
Apple’s disadvantage: With Apple coming late, rivals will already have have accumulated at least five years of big data and be conducive to deep learning/AI
Bottomline: Kuo said the market is "overly bullish" about the Apple Car's launch schedule, and he has advised investors to avoid buying Apple Car-related stocks at this time."
What else happened:
🧑⚖️ US Govt appealed a judge’s order that blocked the Commerce Deptt from imposing restrictions on Chinese-owned TikTok. It all started months back when Trump said he’d ban TikTok but on the last day, TikTok filed a lawsuit.
🚗 Tesla is coming to India next year says Transport Minister Nitin Gadkari. Tesla will start with sales and set up assembly plants based on demand. He forsees India to be “#1 auto manufacturing hub in 5 years.”
📈 Laptops, desktops and tablets sales are going BIG. Previously, charts topped 300M shipments back in 2008 and were on a steady decline ever since, towards 250M. But analysts expect 2020 to close at 300M shipments, 15% up from an year ago.
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That was it. Thanks for reading.
Cheers,
Kunal Mishra.