In this issue:

• Where Zoom Goes Next

• Content Strategy and the Buy Side

• Section 230 as Facebook's TAM

• Liability

• Pent-Up Demand?

• "As I hope you've gathered, Intel is back"

Where Zoom Goes Next

One of the trickiest situations for investors to evaluate is a case that's either a transient bump in profits or an inflection point that marks a secular shift. An oil compa…