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It depends on what you mean by want. Are you having feelings of desire? Sure. That's the point of demos and commercials. I fully believe you have those feelings, and trust you to be an expert on them.

But I've done a lot of customer development over the years. People say all sorts of things. The question when doing market analysis is what they'll actually do. And the better guide there is what they're actually doing , not what they say they would do.

So when you say that "everyone in immigrant communities" will buy it, I'm going to be skeptical because what people are actually doing is nothing like that. They could already move in this direction with existing tech. As far as I can tell, they aren't. If you have evidence otherwise, I'd love to see it.

I also can't find evidence of third parties competing with shared higher-quality video call setups, which is what we'd expect to see if the demand were there but the price hadn't fallen enough yet. That's the pattern we saw with video arcades and internet cafes/wangbas, for example. Wangbas are still getting by because they've shifted to gamers, who are willing to pay up for better hardware and connections (and room for team play). But I can't find mention of any similar shift for video calls. E.g. India's PCO network seems to be in rapid free-fall, not reinventing themselves around high-quality video calls. That suggests what all the other market data suggests: to the extent people want video calling, relatively low-quality gear like smartphones and laptops are in practice sufficient.



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