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This article discusses the closest thing to a moat Zoom has. Video centric, built ground up for the cloud.

There is a concern, though, that Cisco or Microsoft could upgrade their videoconferencing products and match Zoom's user experience.

Yuan says he isn't worried about Cisco or Microsoft catching up. He compares their challenge to a legacy automaker like Lexus aiming to emulate the software-centric focus of electric-car maker Tesla (TSLA).

"The architectures are very different," he said.

In Zoom's case, it was designed from scratch as a cloud-based, video-first product. Zoom houses its platform in 13 data centers worldwide. To ensure quality and reliability, Zoom operates a private cloud network.

Meanwhile, analysts say Cisco has struggled to mesh collaboration tools with its videoconferencing offerings. Microsoft Teams, a workplace collaboration platform, appears to be a strong competitor to a combined Zoom-Slack offering..

There's more in the article about Yuan's philosophy about competition.
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