I think a lot of us missed in the video where Dav
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It sounds like first they are integrating it into the existing app, for use by customers as an add-on feature, which is a good idea and should generate a lot of new revenue. However, longer term perhaps they are looking to make it a standalone product or else license it to competitors that already have standalone webinar apps.
It is also interesting that the demo is shown working in the instant messaging app Slack. Perhaps there is some agreement in the works with Slack to integrate with them.
For certain, there's a lot of possible revenue possibilities with this technology in 2020 and further down the line.