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No. of Recommendations: 7
If you look at the WWW from afar you'll see that it's a magnificent layer cake. Just the part that manages the photons of light is some seven layers deep, from the optic fiber to the TCP-IP protocol. Once software was no longer vertically integrated, everything became "resources" to be integrated like bricks and tiles and beams to create magnificent architectures. Keep that image in mind when thinking about SaaS/Cloud.

Zoom was born as an application but early on it started to morph into a platform. Zoom has been in tele-health for quite a long time but more at the platform layer than at the application layer. Seen in that light Zoom and Teladoc are not competitors. As a Teladoc (TDOC) investor, worry about other tele healthcare providers who are the real Teladoc competitors.

Teladoc is a bunch of remote healthcare providers. Zoom does not provide healthcare, it supplies the teleconferencing service (layer/resource) to remote healthcare providers. Teladoc is just one of them but they should have their own first mover, network effect, moat advantage.

Comparing the two as investments, Teladoc and Zoom, I think Zoom has a much bigger TAM because it is useful in so many more walks of life.

Denny Schlesinger
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