> problems with very high demand for a solution that weren't yet tackled well
Emphasis added. It took putting the right money and the right minds towards doing it well. There aren't a lot of SaaS ideas that scale to close to 100% of world population that don't yet have an incumbent. Tiktok was lucky that Twitter dumped Vine. Zoom was lucky that Skype, Hangouts, Facetime dropped the ball by trying to keep their users in walled gardens, and not really solving the teleconference problem well.
Emphasis added. It took putting the right money and the right minds towards doing it well. There aren't a lot of SaaS ideas that scale to close to 100% of world population that don't yet have an incumbent. Tiktok was lucky that Twitter dumped Vine. Zoom was lucky that Skype, Hangouts, Facetime dropped the ball by trying to keep their users in walled gardens, and not really solving the teleconference problem well.