Zoom · Companies · The Inference

Health

Anima's AI receptionist asked a 65-year-old if she was calling about her pregnancy

Patients call Andi, the phone bot at a Wantage surgery, a wall to care; the practice answers with 84% positive feedback and 60% same-day appointments. Front-office AI is where the money is landing, and California's new law stops exactly one door past it.

October 18, 2026 · 3 min read

Applications

Zoom insiders sold $3.2 million in four days. The biggest buyer of Zoom stock is Zoom

Twelve months of Zoom insider sales reached $99.9 million without a single buy, under a stock priced 13.9 percent above GuruFocus's fair-value estimate. Zoomtopia on October 20 and 21 prices the agentic layer that re-rating depends on.

October 11, 2026 · 3 min read

Applications

Zoom opened its speech AI to rivals and wired in Meta's Muse; the market still pays 8.4 times earnings

The CTO opened Zoom's Scribe speech API to the note-taking startups it competes with and wired meetings into Meta's Muse, the agent Amazon blocked. The earnings say AI is a business; the opened layers are the gamble.

October 7, 2026 · 2 min read

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Market snapshot

Latest on Zoom

Zoom moves Zoom CX billing from seats to one annual spend pool, its first break from per-seat pricing

Anima's AI receptionist asked a 65-year-old if she was calling about her pregnancy

Zoom insiders sold $3.2 million in four days. The biggest buyer of Zoom stock is Zoom

Zoom opened its speech AI to rivals and wired in Meta's Muse; the market still pays 8.4 times earnings

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