Zoom Q1: AI Translation Could Be Big

Investment Thesis The recent OpenAI event further increases my confidence in Zoom's future. OpenAI's real-time voice translation model can eliminate language barriers, facilitating smoother international communication. This technology is crucial, as over 64% of executives admit that language barriers have halted international business deals. The integration of this technology allows Zoom the opportunity to enhance their appeal to multinational corporations, driving increased adoption and usage of the platfo ...