26 Aug 2026
Signal Headquarters
Vol. I
No. 251
Product

What is Zoom?

Zoom is a video communications platform that became a household name during the pandemic. In current discourse, it is referenced both as a benchmark for explosive revenue growth and as a symbol of remote interaction that some investors now avoid for initial meetings.

Release history

  • Mar 2026 – Karan Vaidya said that AWS, Zoom, Glean, and Airtable are all building their core agentic products on top of his company.
  • May 2026 – Michael Batnick noted that Anthropic’s revenue is increasing faster than Zoom’s did during the pandemic, and if current growth continues, Anthropic would out-earn any company by early next year.
  • Jul 2026 – Mamoon Hamid said he has stopped doing meetings on Zoom, preferring in-person first meetings, and that if a relationship is worth a 30-minute Zoom, it should be done in person.
  • Jul 2026Jason Lemkin stated, “I think it is impossible to build a relationship on Zoom.”

In the discourse

Attributed discussion of Zoom.

Worth quoting

Mamoon Hamid on in-person meetings as an investment discipline after missing Anthropic via Zoom habits.

“I looked at my own investments and the last twenty investments that I've done, the first meeting was always in person, the first meeting. So I've driven my whole calendar to like, I just don't want to do any meetings on Zoom anymore. I want to meet people in person, and if it's worth a thirty minute Zoom, it should be worth a thirty minute in person meeting.”
Mamoon Hamid · 3 Jul 2026
Company & tool watch

Composio is being used by AWS, Zoom, Glean, and Airtable as the foundation for their core agentic products, making it a key infrastructure layer to watch in the enterprise agent stack.

“We have AWS using and building their core agentic product on top of us. Zoom doing the same. Glean doing the same. Airtable.”
Karan Vaidya · 22 Mar 2026
Worth quoting

Anthropic revenue growth outpacing Zoom during COVID, Google in the early 2000s, and Standard Oil in the Gilded Age.

“Anthropic's revenue is increasing faster than Zoom's during the pandemic, Google during the early 2000s, and even Standard Oil during the Gilded Age. If the company's current growth rate were to continue, by early next year they would be taking in more money than any company in the world.”
Michael Batnick · 6 May 2026
Contrarian take

Genuine customer relationships cannot be built over Zoom, making remote-only sales fundamentally limited regardless of tooling.

“I think it is impossible to build a relationship on Zoom.”
Jason Lemkin · 8 Jul 2026
Signal Headquarters · reference note, compiled from attributed expert discussion. Last updated 2026-08-26.