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  1. Sep 2020
    1. Taking this one step further, a big part of the friction that Zoom removed was that you don’t need an account, an app or a social graph to use it: Zoom made network effects irrelevant. But, that means Zoom doesn’t have those network effects either. It grew by removing defensibility.

      Zoom removed the friction involved in needing an account, an app or a social graph to use it. In doing so, it removed the elements that would create a network effect.

      Without network effects, Zoom also lost it's defensibility.