Valley Nordic Podcast Episode 5: Zoom; Product Market Fit; AI & VR/AR

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In this episode, Arne & I talk about Zoom Video Communications, Inc. [Nasdaq: ZM], one of the latest tech unicorn IPOs. What is Zoom's competitive advantage? Is it sustainable? Is the stock fairly priced? Then, we discuss two very different perspectives on Product Market Fit (PMF). How the Europeans might see PMF differently than the Americans. Finally, we discuss two mega trends in silicon valley - Artificial Intelligence (AI) and Augmented Reality (AR)/Virtual Reality (VR).




Arne explains a new term, "Technology Market Fit" he came up with. 

Subscribe to the podcast here. And, see the notes from the previous episode here. 


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