Zoom Communications (ZM), ServiceTitan (TTAN), and a third unnamed stock from a Founder-Led Companies screener stand out for closer research. Zoom Communications provides an AI-first work platform combining video meetings, cloud telephony, team chat, contact center tools, and employee engagement products. It generates about US$4.9b in revenue from its Internet Telephone segment, with around US$3.6b from the Americas, US$0.6b from Asia Pacific, and US$0.8b from Europe, the Middle East and Africa, and has a market cap of US$25.6b. Zoom is trying to move from a single video product into a broader AI-powered communications and productivity platform, supported by tools like Zoom Virtual Agent and ZoomMate, plus acquisitions such as Common Room. It combines a relatively low P/E multiple with high margins and solid free cash flow, plus an expanded US$4.7b buyback. However, Zoom faces powerful competitors, questions about customer willingness to pay for AI features, and a potentially slow-growing core meetings market. ServiceTitan provides cloud software for trade contractors, generating about US$1.0b in Internet Software & Services revenue, all from the United States, with a market cap of US$7.4b. Its Max package and Agentic Operating System build on over US$80b of transaction data to automate tasks.