Zoom's pivot from meetings-first to AI-first with risks creating what Clayton Christensen terms “performance oversupply.” This strategy may ironically make Zoom vulnerable to simpler alternatives—embodying the very dilemma it seeks to avoid.
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Zoom’s AI-first ambitions: A possible “innovator’s dilemma” in the making
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The Analyst Team
Brent Kelly
Follow AnalystPrincipal Analyst, Digital Workplace
Brent Kelly is a principal analyst for unified communication and collaboration within Omdia’s Digital Workplace team.
Since 1998, Brent has been the principal analyst at KelCor, Inc., where he provided strategy and counsel to CxOs, investment analysts, VCs, technology policy executives, sell-side firms, and technology buyers. He also provided full-time consultancy to Wainhouse Research and Constellation Research. With a PhD in chemical engineering, Brent has a strong data background in numerical methods and applied artificial intelligence with significant experience developing IoT and AI solutions.
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