Slack and Zumans Aren't the Same, Right?

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Zuckerberg: It's one thing to grow like a weed when you're mostly target companies that are not in the microsof web. But at some point, what do you have to offer? And this is where i think the two by two is sort of also interesting. You think about something like zoom, like they started with an existing use case but there's lots of things in the product that have pushed into nes cases. I think youd see a similar thing with slack, where, yes, is a kind of a new customer relationship, but they can start pushing into other use cases as well.

Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and long-term challenges.

Links

Ben Thompson: Microsoft, Slack, Zoom, and the SaaS Opportunity — Stratechery
Ben Thompson: The State of Technology at the End of 2018 — Stratechery
Ben Thompson: Google Fights Back — Stratechery
Ben Thompson: The End of Windows — Stratechery
Ben Thompson: Microsoft’s Earnings, Microsoft’s Growth Opportunities — Stratechery
Ben Thompson: Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella — Stratechery
Ben Thompson: The Cost of Developers — Stratechery
Ben Thompson: Google Fights Back — Stratechery
Geoffrey Moore: To Succeed in the Long Term, Focus on the Middle Term — Harvard Business Review
Ben Thompson: Apple Should Buy Netflix — Stratechery
Ben Thompson: Services, Not Devices — Stratechery