That's actually a good thing. Zoom is a great tool, but mainly because it exposes how important video conferencing is, and if it's done well, there's a market for it. Still, it's not $40B great.
MS, Facebook, Apple and Alphabet now has to think about improving their video conferencing protocol, and not just the next iteration of material design.
Source?
No source. No proof. Sometimes it's worth considering the various incentives and perspectives.