BHI 3.0·Q1 2026 Bulletin
Last computed 14:32 UTC, Apr 29 2026·Spearman ρ = 0.83·Validation: preliminary
Today's bulletin →
Movers · since 14:32 UTC, Apr 29 2026
PLATFORM PROFILEZM

Zoom

$24B300M+ meeting participants/daySaaS & Cloud
0.90
B-index (V3.1)
GROWING GRAVITY
Capture0.645
Escape0.719
Key Structural Insight

Near bottom of SaaS lock-in. Commodity layer with network effects as only moat.

Eleven-Parameter Profile

5DATAMEMACTPROCNETCLOSEPORTSUBFALLORGMOM
Data Depth5/10
Memory3/10
Action4/10
Process6/10
Network7/10
Closeness7/10
Portability7/10
Substitutability7/10
Human Fallback8/10
Org Depth5/10
Momentum3/10
Capture Escape Extended

V3.1 Decomposition

ComponentValueFormula
CES₄ capture core0.4429CES(d, m, a, p)
Knowledge synergy σₖ0.3873√(d · m)
Operability synergy σₒ0.4899√(a · p)
Synergy boost1.13161 + 0.3·(σₖ + σₒ)/2
Org-depth multiplier1.25001 + 0.5·o
Momentum multiplier1.09001 + 0.3·t
Total Capture0.6452c·(1+0.5n)·core·syn·org·mom
CES₃ escape core0.7326CES(x, s, h)
Feedback attenuation0.8450max(0.3, 1 − 0.35·core)
Total Escape0.7190ε + escCore · feedback
B = Capture / Escape0.900.645 / 0.719

Scoring Rationale

High usage. But very high substitutability (Teams, Meet, Webex). Recordings exportable. No accumulated state. IT changes link, users follow.

Parameter Sensitivity

MARGINAL B-INDEX CHANGE PER ±1 SCORE SHIFT
CLOSE7
+0.26
MEM3
+0.16
ACT4
+0.14
DATA5
+0.12
PROC6
+0.11
PORT7
-0.07
SUB7
-0.07
ORG5
+0.07
FALL8
-0.07
NET7
+0.07
MOM3
+0.05
+ raises B (deepens lock-in) lowers B (aids escape)

Comparable PlatformsSaaS & Cloud (9 peers)

#PlatformTickerB-indexZone
01PalantirPLTR9.66BLACK HOLEProfile →
02SAPSAP7.21BLACK HOLEProfile →
03AWSAMZN6.85BLACK HOLEProfile →
04Microsoft 365MSFT4.73BLACK HOLEProfile →
05SalesforceCRM4.54BLACK HOLEProfile →
06Adobe Creative CloudADBE4.38BLACK HOLEProfile →
07SnowflakeSNOW3.67BLACK HOLEProfile →
08Google WorkspaceGOOG2.68BLACK HOLEProfile →
09SlackCRM2.52BLACK HOLEProfile →