Zoom really strikes me as the Dropbox of 2020. Took over a field full of mediocre products with one that "just works" for the casual user. 'to dropbox' was a verb too. Zoom will probably suffer the same fate, where the big corps catch up in UX and the little dedicated product can't keep up with the service you already have access to. When Google manages to properly integrate Gsuite with whatever chat service comes af…
Does this apply to Slack as well?
Chat is not a multi-billion dollar company.
Video conferencing is not a multi-billion dollar company.
File hosting is not a multi-billion dollar company.
The company that does all three of these things in an integrated fashion is. No single feature constitutes a platform or ecosystem, and there's certainly no defensive moat.
These single-purpose companies are just minnows to the bigger fish that have gargantuan budgets, extensive engineering headcount, and rich product ecosystems to pair these features with.